Need to build a report, but unsure where to begin? We have the course just for you!
During this course, learn how to:
- Design Financial Statement Formats - Learn how easy it is to build your own. You'll be pleasantly surprised!
- Create Financial Report - Once you have designed a format, put it to good use. We'll explore tab by tab the features that allow you to prepare a variety of financial reports including:
- Statements of Revenues & Expenditures
- Statements of activities
- Balance sheets
- Analyze and Review - Drill down into the numbers; send them out to Excel; create an e-mail with a PDF attachment for the Board.
Benefits of Report Manager Module:
- Produce financial statements tailored to your organization's reporting needs.
- Choose report dates that cross fiscal years.
- Print financial statements that simulate a year-end closing on any date.
- Select from numerous available fields to appear as columns on reports.
- Compare budget-to-actual figures for any given period.
- Arrange the order in which columns appear on your financial statement.
Date: Tuesday, May 15, 2012
Time: 1:00pm - 3:00pm EDT
Class Fee: $195 for 1st attendee and $99 for each additional attendee
CPE Credit: 2
For more information, please contact Toni Salek at tsalek@dwdtechgroup.com or 260.423.2414. |