> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Grant Compliance

> View a budget-versus-actual compliance report for a specific grant fund and fiscal period.

The Grant Compliance report page generates a per-fund compliance view comparing budgeted amounts against actuals for a selected period. It is accessible at route `/fa/reports/grant-compliance`.

## Overview

The page filters by **fiscal period** and **fund/grant**, then loads data via `useGrantCompliance`. When both filters are set, the `GrantComplianceReport` component renders the compliance data. A **Save Report** action is available via `useSaveReportDefinition`, and a **ReportExportButtons** component provides export and save options.

An alert is shown if no fund is selected, prompting the user to choose one before data loads.

**Primary hooks:** `useGrantCompliance`, `useFiscalPeriods`, `useFunds`, `useReportFilters`, `useSaveReportDefinition`

## Who it's for

Access follows your organization's role and module configuration. ## Before you start

* At least one active fund/grant must exist in the system.
* At least one fiscal period must be configured.

## Steps

1. Navigate to `/fa/reports/grant-compliance`.
2. In the **Filters** card, select a **Fiscal Period** and a **Fund/Grant**.
3. The report loads automatically once both filters are set.
4. Use **ReportExportButtons** to export the report or save the filter configuration for later reuse.
5. Click **Back to Reports** (top left) to return to the reports list.

## Key concepts

* **Grant Compliance Report:** A filtered view comparing budgeted amounts to actual spending for a specific fund. Requires both `periodId` and `fundId` filter values to render data.
* **Save Report Definition:** Stores the current filter configuration (period, fund) for quick re-run. The saved definition is associated with the current organization.

## Related

<Columns cols={2}>
  <Card title="Finance & Revenue" icon="building-columns" href="/fa/overview">
    Finance & Revenue core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  This page documents shipped product behavior. It is not medical, legal, or
  billing advice. Verify against your organization's policies and applicable
  regulations before using it for clinical, compliance, or billing decisions.
  Protected health information (PHI) shown in the product is governed by your
  tenant's access controls and is never exposed in this documentation.
</Note>

<Accordion title="Documentation sources">
  * src/routes/fa.tsx
  * src/cores/fa/pages/GrantCompliancePage.tsx
  * src/cores/fa/hooks/useGrantCompliance.ts
  * src/cores/fa/hooks/useReportFilters.ts
  * src/cores/fa/components/GrantComplianceReport.tsx
</Accordion>