This module focuses on the reporting outputs people rely on most often for review, oversight, and financial communication. Even when the setup is correct, report production still matters because people need to know which report to use, how to modify it, and how to interpret what the output is telling them.

The course begins with Unposted Transaction Reports and the Expanded General Ledger. These reports help with transaction-level review and are especially useful when checking work before posting, researching balances, or tracing entries back through the ledger.

The training also covers two of the most common financial statement outputs: the Statement of Revenue and Expenditures and the Balance Sheet. The focus is not only on how to generate them, but also on how to modify them so the report matches the reporting need more closely.

Across the module, the icon toolbar is explained as part of the report workflow. That matters because the toolbar is often where efficiency gains come from, especially when people are running and adjusting reports frequently during close, review, or financial analysis.