CCH ProSystem fx Practice Management - Reports (Currently Unavailable)

Date: Thursday, December 1, 2022 Instructor: PCS Instructor Begin Time:  9:00am Pacific Time 10:00am Mountain Time 11:00am Central Time 12:00pm Eastern Time CPE Credit:  2 hours for CPAs

Course content focuses on using various reporting options to better analyze data stored in Practice Management. The content addresses the need for up-to-date information concerning WIP, Billing, and A/R using Dashboards and customized on-screen lists. This course also covers standard, preinstalled reports and the use of the embedded Report Writer to create custom reports.

Who Should Attend
The staff processing or creating reports in ProSystem fx Practice Management.

Learning Objectives

• Use standard, preinstalled reports in the Reports and Custom Library modules.
• Save preferred settings for preinstalled reports.
• Use the Dashboard to view firm or client staff assignment totals for WIP, billings in progress, and A/R.
• View Client Specific WIP, Billing, and A/R information on the Dashboard.
• Locate and review project information on the Dashboard.
• Change column settings to create a customized on-screen list.
• Create and run a custom report using the embedded Report Writer.
• Locate and understand the Sample Reports Guide.

Level
Basic

Instructional Method
Group: Internet-based

NASBA Field of Study
Business Management & Organization (2 hours)

Program Prerequisites
None

Advance Preparation
None

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