CSR-2 Grant Reporting Formatter

Turn NGO project data into a corporate-ready CSR-2 support pack.

This guided workflow captures donor-company identifiers, NGO credentials, Schedule VII classification, location and beneficiary logs, financial utilization, impact notes, and export-ready reporting blocks commonly needed for CSR-2 support.

India only5-step workflow5% cap checkPreview + export

What this formatter checks

IdentifiersDonor CIN, PAN, CSR-1, Darpan
GeographyState and district footprint
UtilizationDirect spend, admin ratio, assets
ImpactOutcome note and evidence trail
Step 1 of 5
Initialization1
Donor, NGO, Schedule VII, tenure
Geography2
Locations and beneficiaries
Financials3
Utilization and cap validation
Impact4
Outcome and evidence trail
Review5
Scorecard, preview, export
Lay the statutory foundation first.
Capture the donor-company identifiers and NGO credentials before moving into narrative or utilization details.
Q1
Project label, donor details, and NGO identifiers.
Keep names and codes aligned with registration records and donor documents.
Use the 21-character CIN exactly as shown in MCA records.
Q2
Schedule VII classification and project tenure.
The Schedule VII tag shapes the project description, and the ongoing flag changes how unspent notes are handled.
Ongoing projects usually need clearer donor carry-forward and unspent notes.
Enter the identifiers exactly as filed. The formatter also checks PAN and CIN format and date ordering.
Show where the project happened and whom it reached.
This section helps the NGO show local-area relevance and beneficiary coverage in a format donor teams can review quickly.
Q3
State and district footprint.
Add one row for each implementation footprint you want reflected in the final preview.
Q4
Beneficiary target, actual reach, and demographic split.
Use the cleanest available headcounts. The demographic block is meant to add depth, not force a rigid taxonomy.
Log at least one completed State and District pair, then add the beneficiary numbers and a simple demographic split.
Financial utilization is where compliance pressure usually lands.
The formatter calculates the administrative-overhead ratio automatically and flags capital-asset ownership if the declared holder does not fit the permitted route.
Q5
Direct spend, overheads, and capital-asset declaration.
Use only project-linked direct spend in the first field. Administrative overheads should sit outside the core activity spend.
Total project costRs 0
Admin overhead0.0%
Impact triggerNot triggered
Enter the spending values to run the 5% cap check. The tool also watches for the Rs 1 crore impact-assessment threshold.
Translate field work into impact language the donor can actually use.
Keep the narrative short, measurable, and supported by a clean evidence trail.
Q6
Objective, baseline, measurable outcome, and evidence log.
Paste links, upload files for filename capture, or add an evidence note if the source pack lives in a shared drive or donor folder.
The browser keeps local files local. The preview stores only selected file names for reporting reference.
Add at least one evidence source so the generated preview can point reviewers to the underlying proof pack.
Run the final compliance pass before generating the report.
Red items are revision points. Amber items are follow-ups or donor-coordination notes.
Q7
Live preflight summary.
The counts below update automatically from your answers in Steps 1 to 4.
Compliance score0 / 100
Pass items0
Warnings0
Red flags0
Complete the earlier steps to populate the scorecard. Once ready, generate the report preview and export pack.
Step 1 of 5

CSR-2 support draft

Submission-ready draft

The report preview is ready.

Generated today All checkpoints clear 0 pass / 0 warn / 0 fail
0Compliance score

Compliance scorecard

Review points

Export options

Use Export PDF for a print-ready save-as-PDF flow. If a donor requires a locked or digitally signed PDF, finalize that step in your document workflow after export.
Practical notes How to use the CSR-2 support draft Read notes

This page helps an NGO organise project data in the shape corporate CSR teams often need. It is a support pack, not the company-side CSR-2 filing itself.

What the formatter organises

The flow turns scattered NGO project inputs into a cleaner review pack for donor, finance, compliance or board teams.

  • Project name, location, thematic area and implementation period.
  • Sanctioned amount, spend trail, beneficiaries and evidence sources.
  • Warnings where the data looks incomplete or difficult to support.

Where to improve the pack

A useful CSR support note should make the project easy to verify. Short claims, clear evidence and consistent numbers matter more than decorative language.

  • Reconcile budget, utilisation certificate and bank records before sharing.
  • Link photos, reports, attendance or beneficiary evidence only where available.
  • Avoid overstating impact if the evidence is still being collected.

Before donor reliance

If a company will use the output for its statutory reporting or board pack, the final text should be checked by the company or its adviser.

  • Confirm CSR-1, tax approvals and project eligibility.
  • Align wording with the donor agreement and approved CSR policy.
  • Keep a versioned proof pack for audit or later donor questions.

Note: This is a CSR-2 support formatter, not the company-side filing. Confirm final wording, proof pack, auditor review and board-level checks before donor reliance.