Course Level: Basic
Prerequisites: Participants must have access to the web component of MIP Cloud prior to class.
Instructional Method: Group Internet Based
Recommended CPE Credits: 1.5
One and One Half Hour Class
MIP Cloud delivers everything you need to track, report, and manage finances according to your unique revenue sources in an intuitive modern user interface. This course focuses on generating reports, reviewing content, and becoming familiar with the reporting interface.
One of the key requirements of accounting software is the ability to retrieve and view your data the way it makes sense to you. In this course, you will gain an understanding of the reporting engine, by examining the report builder, default reports, filter options and date fields available through MIP Cloud Reporting. You will also review list reports, transaction reports, and analysis reports.
During the course you will be able to 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 “MIPC216 – MIP Cloud Financial Statements” and “MIPC217 – MIP Cloud Advanced Reporting Functions” courses.
By the end of the session, you will be able to:
- Create, view and export reports using the Report Builder.
- Identify the information available in List, Transaction, and Analysis reports.
- Define date selections for reports.
- Export reports using the Report Queue.