finsit: Custom reporting training online

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This practical interactive single online session provides training on the process to design a custom report, and how to use that report with certain clients.

Overview

This practical interactive single online session provides training on the process to design a custom report, and how to use that report with certain clients.

We will explain the functionality of Classic reports and Custom reports, to allow you to write and develop customised reports tailored to your firm’s specific needs.

We will look at the different types of columns and rows that can be added to a report, including comparatives and calculated data.

Course Duration: The session will last up to 3 hours.

Key Objectives

To create and use Business Types
To understand how to edit default reports
To understand how to create amended versions of standard reports
To understand how to create customised reports

Course Contents

Create Business Types
Assign Business Types to clients
Edit an existing report
Create a new template from an existing report

Create a custom report
Change display settings
Work with report columns
Work with report rows

Pre-requisites

Attendees should adhere to the Training session Guidelines.

All users should have a good understanding of finsit.

Who is this course designed for?

finsit users / Employees that are already familiar with using finsit,

finsit users / Employees who need to create bespoke versions of reports to share with clients.

finsit users / Employees who need to create bespoke reports for a client, or group of clients, in addition to the standard reporting available within the product.