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