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Training Agenda T6

Reporting and Management Analysis


09:30 - 09:45 Introduction

  • Today's agenda - aims and objectives
  • Lunch arrangements
  • Mobile phones off or take call outside

09:45 - 10:00 The Different Types of Reports

  • Hard-Coded- e.g. Sales Analysis
  • Create your own - e.g. Sales Order Reporting
  • Results can be Printed or Exported
  • Reports can be automated
  • Reports can be shared

10:00 - 10:30 Sales Analysis

  • Costing type
  • Invoices or Sales Orders
  • Run report by Customer, by product etc

10:30 - 10:45 Product Sales Analysis

10:45 - 11.00 Product Marketing

  • Quotes or Orders

11:00 - 11:15 Break for refreshments & phone calls

11.15 - 12.00 Job Profitability Report & Invoice Profitability Report

  • Job Profitability Report
  • Invoice Profitability Report

12:00 - 13:00 Accounting Reports

  • Profit & Loss, Balance Sheet, Trial Balance, VAT Return

13:00 - 13:30 Break for Lunch

13:30 - 15:15 How to Create & Save Your Own Reports

  • Options & Contents
  • Title & Save
  • Print or Export
  • Use to report on Quotations, Sales Orders, Invoices, Purchase Orders, Job Bags etc.

15:15 - 15:30 Break for refreshments & phone calls

15.30 - 15.45 Shared Report Area & Import/Export Report Definitions

  • Shared Report Area
  • Import/Export Report Definitions

15.45 - 16.45 Automating Reports

  • Create & Save Report
  • Report Management - specify report to automate
  • Windows Scheduled Tasks

16:45 - 17:00 Review of Course

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