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Financial Reporting & Dashboards

Online Course

In-depth reporting is vital for business oversight. We can make it easy by showing you how to create financial reports without technical expertise. In this course, you will learn how to build a dashboard to streamline your financial processes and place financial reports at your fingertips. You’ll learn how to create an Event Profit & Loss Statement using the event data already in Ungerboeck. You’ll expand your reporting options by creating formula and summary fields. You’ll wrap it all up by exploring the available reporting options on various financial inquiry screens using the most basic tools – sorting, grouping and totaling columns. After this course, the sky will be the limit with your financial reporting!

This course is for Power Users in a Controller position who use, at a minimum, the Accounts Receivable and General Ledger modules or use full financials. The summary fields feature is available with the Dashboards module; however, the Dashboards module is not required to attend the course. Attendees must be familiar with basic financial processes within Ungerboeck and know how to easily navigate within Ungerboeck. This course uses v30 but the concepts and principles are applicable to both v20 and v30.

NOTE: This is an interactive course! Attendees will be provided with an online test database that will allow them to have a fully immersed experience in the software by completing exercises alongside their fellow students. As this course uses Ungerboeck Version 30, it should be conducted using Google Chrome.

US$200.00 - €175,00

Wednesday, May 20 at 3:00 pm - 5:00 pm CDT
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Wednesday, May 20 at 9:00 am - 11:00 am CEST
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Thursday, May 21 at 12:00 pm - 2:00 pm AEST
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