Social Impact Workshop: Customize Financial Reports and Saved Searches for NonprofitsTuesday, May 13, 2025
2:00–3:00 p.m. CST
Follow Up Workshop:
Tuesday, May 20, 2025
2:00–3:00 p.m. CST
Understand how to manage and customize financial reports and saved searches
This interactive workshop for nonprofits will walk you through examples of customizing the financial reports and saved searches in NetSuite. Having an easy way to highlight critical data to allow for more complex filtering through saved searches allows you to make quicker decisions. Your nonprofit board, accountant, and staff need to see financial reports which match their needs and roles. NetSuite has a flexible reporting solution allowing you to meet the needs of different audiences. Our virtual workshops are small groups focused on allowing interaction and are not recorded.
Join this Suite Capacity webinar to:
- Learn how to customize financial reports and saved searches to meet your nonprofit’s needs.
- Discover the possibilities for customizing your financial reports and searches.
- Interact with other nonprofits and understand how they are customizing their financial reports and searches.
The webinar is open to eligible nonprofit NetSuite customers that follow the below criteria:
- The organization’s primary purpose is non-religious and non-political.
- The organization does not discriminate based on race, ethnic or national origin, religious affiliation, gender, sexual orientation, age, disability, physical appearance, language, educational background or veteran status.
- The organization is not a government entity or public higher education institution.
Featured Speaker
Steve Heye
Social Impact Business Process Director
Oracle NetSuite
