Reporting course

Take this course to explore the various reporting options that Ajera provides for obtaining the information you need. You'll learn how reports, inquiries, and the Financial Statement Designer differ - and how to use each to best meet your needs.

You'll start by reviewing the reporting options available in Ajera. Next, you'll learn how to produce what you need, and then you'll learn how to share it with the other employees at your firm.

Follow the course curriculum and revisit the lessons, as needed. Take the quizzes to help reinforce your understanding of the more difficult or complicated areas.

In this course

Unit 1: Determine what you need

Lesson 1: Reporting options

Lesson 2: Financial reporting

Lesson 3: Project reporting

Lesson 4: General reporting

Lesson 5: Audit reporting

Lesson 6: Focusing on what you need

Unit 2: Obtain what you need

Lesson 1: Producing reports

Lesson 2: Producing inquiries

Lesson 3: Producing financial statements

Lesson 4: Resources for custom reporting

Unit 3: Distribute it

Lesson 1: Preparing it for distribution

Lesson 2: Who sees what

Lesson 3: Training others