This training is suitable for users of finsit who need to create bespoke reports for a client, or group of clients, in addition to the standard reporting available within the product. 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.
- 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
All users should have a good understanding of finsit
Note: This is a practical interactive course designed to run online for up to 3 hours