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Reporting Fundamentals (3000/Level 1)

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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.

Creating the “Deliverables”:
Reporting Fundamentals & Basic Customization

Approximately 41 minutes:

  1. Summary reports vs. Detail reports:
    • Examples
    • What displays on each type of report
  2. Pre-built reports:
    • Reference Sheet:  Full list of pre-built reports
    • Consider these industry-based reports…
    • Accessing pre-built reports
    • List reports vs. printing a List
    • Quick reports
    • Find reports
  3. Customizing pre-built reports:  13 ways to get what you want
  4. Printing your reports:  9 options to consider before you hit “Print”

This is the introductory reporting workshop.  You may also want to take a look at:
Advanced Reporting Techniques (3010/Level 2)


… OR …
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80 More Online Classes for only $197
Covering topics like:
Job-Costing, Construction Accounting, and Profit-Building