Course Level: Basic
Prerequisites: None
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class
Published: 01/2024
One of the key requirements of accounting software is the ability to retrieve and view your data the way it makes sense to you. MIP Fund Accounting provides unique and powerful reporting tools that allow you to do just that. This course provides an overview of reporting capabilities and structure. You will participate in hands-on activities that will familiarize you with using default reports and creating your own custom reports.
For additional training, and to learn more about reports and financial statements, attend the “FA216 – MIP Fund Accounting Financial Statements” and “FA217 – MIP Fund Accounting Advanced Financial Statements” courses.
By the end of the session, you will be able to:
- Identify the information available in List, Transaction, and Analysis reports
- Use Navigator to quickly access your favorite reports
- View and print default reports
- Modify the content and design of reports
- Filter reports for specific information
- Define date selections for reports
Course Level: Advanced
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class
Unlock the potential of User Defined Fields and enhance your ability to gather and report customized organizational data. Create different types of user defined fields and practice applying them to the sample data. Create reports with user defined fields. Understand the way UDF’s interact with your standard data tables and how to avoid common pitfalls and discouraged practices.
Course Level: Advanced
Prerequisite: Participants must install the MIP Fund Accounting DrillPoint Reporting module prior to class
Recommended Prerequisite: FA216 – MIP Fund Accounting Financial Statements
Instructional Method: Group Internet Based
Recommended CPE Credits: 3
Three-Hour Class
MIP Fund Accounting DrillPoint Reporting provides additional reporting tools that leverage the familiar Microsoft Excel ® workbook. Attend this class to learn how to create, manage, and distribute fully customized and board-friendly financial reports. This course covers creating customized complex Excel based financial reports using your MIP Fund Accounting data. The use of templates, formatting, formulas, and drill-down access will be introduced using real world financial reports.
Note: MIP Fund Accounting DrillPoint Reporting is a separate module. To get the most from the training experience participants must install the module and be assigned Designer rights prior to class.
By the end of the session, you will be able to:
- Create customized report templates
- Create basic financial reports
- Add formulas and calculated columns to reports
- Customize report formats and apply graphics to reports
- Apply drill
- down functionality to reports
- Distribute reports to end users
