My reports
Grantee reporting portal
A grantee reporting portal is where grantees file milestone reports with receipts and evidence attached, get reminded before each report is due, and see the status of their disbursements, while the grants team ticks off every report as it lands.
Pattern: TrackingDescribe it to Pory
“We're a foundation with 30 grantees. They file a report at each milestone with receipts attached, and we release each disbursement once the report is in.”
Viewing as
In plain English
What is a grantee reporting portal?
A grantee reporting portal is where grantees file milestone reports with receipts and evidence attached, get reminded before each report is due, and see the status of their disbursements, while the grants team ticks off every report as it lands. It follows the Tracking pattern: a person's or asset's history, built up over time. Pory generates it from a plain-English description, with a login for each role (grantee and grants manager) that shows only what that role should see, and flat pricing with unlimited grantees.
What it does
Grantees file each milestone report in a form, receipts attached
Milestone reports used to arrive as Word files of every length, and the receipts came separately, if at all. In Pory a grantee names the milestone, picks the reporting period, writes what happened and attaches the evidence to the same report. The grants manager stops stitching emails and scans together the night before a board meeting.
Forms to submit a recordDone by: Grantee
The grants manager ticks off each grantee's reports as they land
Knowing who owed a report meant cross-checking grant agreements against a spreadsheet of due dates. Every report each grantee owes sits on one checklist with its due date, and the grants manager ticks it off the day it's filed. Anything still open past its date is plain to see, and nobody rebuilds the list each quarter.
ChecklistsDone by: Grants manager
Grantees see which tranche is released and which waits on a report
Grantees used to email finance to ask when the next tranche was coming, and finance forwarded it to the grants team. Each grantee signs in and sees only their own disbursements, each with its expected date and where it stands: awaiting report, report accepted, released or on hold. The grants team stops being a relay between grantees and finance.
Status tracker for the submitterDone by: Grantee
Receipts and photos travel with the report they prove
Evidence used to be a zip file of scanned receipts named IMG_4471 to IMG_4520. In Pory a grantee attaches receipts, photos and attendance sheets to the milestone report itself, and they stay with it. When the board asks what a tranche paid for, the answer is on the report, not in someone's downloads folder.
File attachmentsDone by: Grantee
Grantees get a reminder before each report falls due
Late reports used to be discovered when a disbursement was already held up. Each deadline carries a due date, and the grantee gets a reminder in their portal inbox and by email before it arrives, naming the report and the date. The grants manager stops sending polite "just a nudge" emails to thirty grantees.
Notifications & remindersDone by: Grantee
The parts every portal is built from
Pory generates a portal from these pieces and wires the permissions between them. The same parts run a grant round, a help desk, and a tenant portal — only the names on the pages change.
Collect
Forms
Signed-in or public, with typed fields and file uploads. A form files a record; it doesn't start an email thread.
Public pages
An application page, a notice board, an open directory — pages and forms anyone can use without signing in, on your domain.
Self sign-up
People create their own account and land in the role you chose for them.
File attachments
Upload and view files on the record they belong to — not in a folder named FINAL v2.
Decide
Approve / reject with a reason
Decision buttons for whoever may edit the status. Who decided, when, and why stays on the record.
Status tracker
“Where's my request?” answered as a progress bar on the submitter's own page.
Board by status
Cards in columns. Drag a record to move it along.
Checklists
Task lists ticked off per record, in its detail view, with progress — onboarding runs, inspections, opening duties.
Assign to a person
Name who a record is for and it lands on their list, and nobody else's.
Notes & scores
A reviewer's score, a coach's feedback, a clinician's note — kept on the record it belongs to, never lost in a thread.
Reminders by date
Renewals, expiries and overdue work, in an in-app inbox and by email.
Share
Tables
Search, filters, sorting, inline add and edit — the spreadsheet, minus the sharing accident.
People directory
Portraits, names, and roles from a table, shown only to the roles allowed to see them.
Calendar
Records on a month or week view, by date.
Gallery & image grid
Records as cards or photos.
Detail view with related items
Open a unit, a pet or a listing to see its details and everything tied to it — requests, visits, offers. Share it by link; edit, change the status or add a related item from there.
Notices & info pages
Check-in details, benefits, updates — a page for a role to read.
Counts, totals & averages
Live figures over the records a viewer is allowed to see.
Control
Who sees which records
Each person sees their own records, the ones assigned to them, their team's or the ones they manage. Fields can be hidden per role. Generated from your description, not set up field by field.
No-Password Doors
A sign-in link by email, by default. Password sign-in if you'd rather.
Your brand
Your domain, your colours, your logo. Members see you.
Frequently asked questions
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Your grantee reporting portal, live today.
Describe it in a sentence and send the invite. Unlimited grantees, flat price.