Reports & Insights

Lists, exports, Form 990, and CHAR 500.

Articles

Basic reporting overview
Overview of reports available in HelpOne and how to use them.
How to run Form 990 and CHAR 500 reports
HelpOne can produce the figures you need for IRS Form 990 and New York Form CHAR 500 from the records you already keep: donations, expenses, restricted funds, and volunteer hours. ## Steps - Go to Reports & Insights (or Finances, then Reports)....