About this course
Introduction
- Obtaining a Report List
- Commonly Used Reports: Ledger Balance
Ledger Balance Filters
- Running the Ledger Balance Report
- Filtering the Ledger Balance Report
Checking For Overdrawn Client & Deposit Balances
- Future Postings & Balance Filtering
- Other Filters
- Running the Report
Check For Credit Balances On Office Or Disbursements
- Future Postings & Balance Filtering
- Other Filters
- Running the Report
Exporting Report Results
- Export Types
- Sorting & Filtering
- Subtotals
- Sum & Count Functions