This session will provide all the information you need to design powerful and sophisticated financial reports using the Sage 300 G/L Financial Reporter. Learn how to lay out a financial statement specification, use wildcards to reference accounts, and establish criteria to select the appropriate information for your reports. You will practice using the many FR functions to understand what information can be obtained, and how you can take the standard shipped financial statements and turn them into your own customized reports. The session starts out with basic report design but then leads you to more advanced concepts and features such as drilldown and including optional fields, and will provide tips and tricks for best practice in financial statement design.
Duration: Two hours
Date / Time: July 20, 2020 – 9:00 am to 11:00 am (PST)
Delivery Method: Online Live Instructor-Led (Zoom)
Upon completion of this session you will be able to:
- Open and access the Financial Statement Designer utility
- Understand the layout of financial report specification in Excel
- Design simple and more complex reports using the functions and formulas of the Financial Reporter and MS-Excel
- Work with the enhanced drilldown features and posted detail information available
- Use Excel to ‘jazz up’ financial statements
2. Purchase the course.
3. Check the Calendar for the course schedule. (https://www.totalcorporatelearning.com/calendar)
4. Zoom invite will be sent to you.
