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
