McGovern Consulting Group

Report Setup will help you understand everything you need to know about reporting. First it will start off with how to understand report dates, and then go into depth about each of the reporting tabs. Lastly, it will go into the financial statement formats, and the various reporting icons found on the icon toolbar.

RPS 10: Understanding Report Dates

• The difference between default and custom reports 
• How to populate the Setup tab correctly based off of the fiscal year
• What to enter into the Balance Date boxes
• What to enter into the Current Period Date boxes
• How the software simulates a year-end close

RPS 20: Report Setup Tab

• What the Setup tab allows you to do
• How to include the report name on the report
• How to specify the dates to include on the report
• How a year-end close can be simulated for the report

RPS 30: Report Content Tab

• What the top and bottom half of the screen does
• How to select items to include in the report
• Helpful tips about the Content tab

RPS 40: Report Filter Tab

• What the filter tab does
• How to select filters to include on the report
• Helpful tips about the filter tab

RPS 50: Report Group Tab

• What the Groups tab allows you to do
• How to select segments and assign them Group Sets
• Key points to remember about the Groups tab

RPS 60: Report Layout and Security Tabs

• What the Layout tab allows you to do
• What the font and page setup buttons allow you to change
• What the Security tab allows you to do

RPS 70: Financial Statement Formats

• The different financial statement types
• How to create a financial statement format for the Statement of
• Revenue and Expenditures
• How to fill out each file folder tab correctly
• Important tips to remember about financial statement formats

RPS 90: Reporting Icons

• You will learn about the reporting icons on the top toolbar