Expanding the Power of Nonprofit Reporting


As can happen, one of our nonprofit clients came to us with a report that they couldn’t create using the user-defined reports feature. In this case, they wanted columns that filtered by both different dates and account ranges:

  • Personnel expenses for the current month
  • Personnel expenses for the year to date
  • Office supplies for the current month
  • Office supplies for the year to date

So this release introduces the ability to create this kind of report; thereby one less report that our client must maintain in an Excel spreadsheet.  You’ll hear us say it frequently, our goal is that Excel becomes a benefit rather than a requirement!

For more information on this and other enhancements in this release, existing clients can view the release notes from the Knowledge Center.


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