You are here: Courses > Reporting > Unit 3: Distribute it > Lesson 3: Training others

Lesson 3: Training others

Often accountants use many reports in Ajera to perform their basic tasks. In addition, they are often responsible for producing and distributing reports to others in the firm, such as principals, project managers, and marketing specialists.

For accountants, this lesson provides some tips on how to get principals, project managers, and marketing specialists started in producing and reviewing the information they need.

Here's the general process for getting others trained in using Ajera's reporting:

Ensure that their security settings allow them access to the reports, inquiries, and financial statements that they need.

To help them select and review the reports that will be important to them, direct them to the appropriate help topic.
Let them know how to access the reports that they need.

Principals

Here's a quick look at how principals can learn about and then access reports that are important to them.

Learn about reports

Principals will want to take the following course, which describes several reports as it details some common tasks that principals perform in Ajera:

A Principal's Path through Ajera

Review reports

Here's a quick list of reports that are of interest to principals:

For information about	Go here	To see this
Your company	Dashboard	Dashboard
Financials	For reviewing the report: Reports > Financial > Financial Statements For creating and changing the report: Reports > Manage Financial Statements > Designs	Balance sheet Profit and Loss Statement Statement of Cash Flows
Cash receipts	Reports > Client	Cash Receipt Forecast report
Projects	Reports > Project	Billing report Budget Variance report Executive Summary report Project Workload report
Employees	Reports > Employee	Employee Utilization report Employee Workload report Hours Distribution by Employee report

Project managers

Here's a quick look at how project managers can learn about and then access reports that are important to them.

Learn about reports

Project managers will want to take the following course, which describes several reports as it details some common tasks that project managers perform in Ajera:

A Project Manager's Path through Ajera

Review reports

Here's a quick list of reports that are of interest to project managers:

To see this report

Go here

Snapshot

Invoices

Progress

Plan

Setup > Projects

(Project Command Center)

Billing

Budget Variance

Hours Distribution by Project

Project Earnings

Project Profit

Reports > Project

Hours Distribution by Employee

Reports > Employee

Marketing specialists

Here's a quick look at how marketing specialists can learn about and then access reports that are important to them.

Learn about reports

Marketing specialists will want to take the following course, which describes several reports as it details some common tasks that marketing specialists perform in Ajera:

A Marketing Specialist's Path through Ajera

Review reports

Here's a quick list of reports that are of interest to marketing specialists:

To see this report

Go here

BD Progress

Win Rate

Reports > Project > Business Development

Project Workload

Reports > Project

BD Phase inquiry

Marketing Stage inquiry

Inquiry > Project > BD

For an example of how a marketing specialist can use an inquiry (such as the BD Phase inquiry) to see specific information, see Producing inquiries.

Review details for individual reports

These links go to help. To return to this course, click the Back button.

Report descriptions

Inquiry descriptions

Congratulations!

You've completed the Reporting course.