Presented by

Sue Durnall

Customer Success Manager, ForGood.Tech

Rekha Shinh

Solutions Engineer Lead, Insightsoftware

Ranzel Jondonero

Channel Account Manager, Insightsoftware


Registration: Click here to register


 

Non-profit organisations often face unique reporting challenges, from managing grant requirements and restricted funds to meeting donor transparency needs and board deadlines, all with limited resources. When donors, government agencies, or NGOs attach specific conditions to how funds must be spent, it creates additional complications for accounting, compliance reporting, and audit preparation. Reporting shouldn’t be another hurdle.

Register to join us and insightsoftware on 19th March to discover how Jet Reports transforms your Microsoft Dynamics reporting from a time-consuming task into a streamlined, automated process.

In this webinar, you’ll learn how to create and automate essential reports directly in Excel, giving you more time to focus on your mission. We’ll cover how to build key financial statements, including:

  • Budget vs. Actuals: Easily filter by program, grant, restricted fund, or department to monitor performance and variance against both unrestricted and restricted funding sources.
  • Donor Report Packages: Gain clarity on donation details by donor type, see how funds are applied to specific programs, track restricted fund allocations, and analyze year-over-year donor trends.
  • Cash Flow Statements: Project beginning and ending cash balances while accounting for restricted and unrestricted funds and track planned expenses with confidence.

Whether you’re preparing for an audit, managing multiple funding sources with varying restrictions, ensuring compliance with grant requirements, or providing transparency to stakeholders, see how Jet Reports helps non-profits like yours gain better financial visibility without technical complexity.

Details:

Thu, Mar 19  |  11:00 AM – 11:45 AM GMT  |  Online event

Get in Touch for a Conversation

Whether you’re already on Dynamics or you’re curious about what it can offer your non-profit. 

Get in touch