Ongoing

Reporting Fundamentals | Stop Reporting like it’s 1999

Come learn about the types of reports available: Standard reports Financial reports Custom reports With a deep dive into key elements of the Financial Report Writer, Standard reports, Lists Views, and the Custom Report Writer.

Forecasting Your Mission with Automated Nonprofit Budgeting and Planning

For many small nonprofits, Excel is the preferred choice for managing the budgeting and planning process. Unfortunately, virtually every growing nonprofit soon realizes that the simplicity of Excel is soon overtaken by the limitations that emerge. Perhaps your organization has already run up against some of these barriers: tedious manual...