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This workshop has been thoughtfully prepared and recorded – and you can access it immediately. Upon purchase, you’ll receive immediate access to both the online recording and handouts.
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Advanced Reporting Techniques:
When Management Wants “More” or “Different” or “Better…”
Approximately 79 minutes:
- The Company Snapshot:
- Management views
- Company, Payments, Customers tabs
- Customizing your view
- Printing
- Exporting to Excel
- Basic Options
- Advanced Options
- Tips
- What you get
- Applications – 6 creative ways to use Excel exports
- Creating Custom reports
- Custom Summary reports – choices, possibilities, and limitations
- Custom Transaction Detail reports
- ‘Detective’ reports – 8 ways to track down the info you need
….. - Memorized reports:
- 6 ways memorized reports can help you save time & energy
- Settings: 5 techniques for creating better-memorized reports
- Naming reports: 3 naming tips
- Memorized report groups
√ Dividing and grouping memorized reports
√ Ordering & numbering
√ Processing multiple reports
√ The “Favorites” variation - The cons: What to watch out for with memorized reports
- Specialty reports, e.g.:
- Worker’s Comp (easy audits & potential savings on premiums)
- 3rd-party add-ins
√ Certified Payroll
√ AIA Billing
√ Wage Manager Solutions
√ Crew Overtime Entry Solution - Union reports
- Other, more extensive reporting options…
- Discussion: Extra reporting features in Enterprise Solutions
NOTE:
This is the advanced reporting workshop. You may also want to take a look at:
Reporting Fundamentals (3000/Level 1)
$147
… OR …
Get THIS class PLUS
80 More Online Classes for only $197
Covering topics like:
Job-Costing, Construction Accounting, and Profit-Building
