Report Production (RPT):

MIP Fund Accounting® Training

Report Production training for MIP Fund Accounting® will go into detail about the various types of reports you can use. It will go through Unposted Transaction Reports, the expanded General Ledger, the Statement of Revenue and Expenditures, and the Balance Sheet.


RPT 01: Unposted Transaction Reports

  • The proper steps to create and modify an Unposted Transaction report
  • The purpose of each main file folder tab and its functions
  • What each icon on the Icon toolbar represents

RPT 20: General Ledger- Expanded General Ledger

  • The proper steps to create and modify an expanded general ledger report
  • The purpose of each main file folder and its functions
  • The different options offered in the options tab for an expanded General Ledger Report

RPT 30: Financial Statements: Statement of Revenue and Expenditures

  • The proper steps to create and modify a revenue and expense report
  • The purpose of each main file folder and its functions
  • The different options offered in the options tab for a revenue and expense report

RPT 40: Financial Statements: Balance Sheet

  • The proper steps to run a balance sheet report
  • The purpose of each main file folder tab and its functions
  • The different options offered in the Options tab for a balance sheet report

Training Agenda

  • 1

    RPT 01: Unposted Transaction Reports

    • RPT 01: Unposted Transaction Reports - Training Video

    • RPT 01: Unposted Transaction Reports - QUIZ

  • 2

    RPT 20: General Ledger- Expanded General Ledger

    • RPT 20: General Ledger- Expanded General Ledger - Training Video

    • RPT 20: General Ledger- Expanded General Ledger - QUIZ

  • 3

    RPT 30: Financial Statements: Statement of Revenue and Expenditures

    • RPT 30: Financial Statements: Statement of Revenue and Expenditures - Training Video

    • RPT 30: Financial Statements: Statement of Revenue and Expenditures - QUIZ

  • 4

    RPT 40: Financial Statements: Balance Sheet

    • RPT 40: Financial Statements: Balance Sheet - Training Video

    • RPT 40: Financial Statements: Balance Sheet - QUIZ

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Course Details:

Delve into the essentials of Report Production with our MIP Fund Accounting Training, which provides detailed insights into the various reports you can generate within the system. This module is designed to enhance your ability to produce key financial documents, crucial for effective management and compliance within your organization.

Starting with Unposted Transaction Reports, the course outlines the correct steps to create and modify these reports. You’ll learn about the functionalities of each main file folder tab and the significance of each icon on the Icon toolbar. This report type is vital for tracking transactions that have been entered but not yet finalized, providing a clear view of pending financial activities.

Next, the training shifts focus to the Expanded General Ledger Report. You’ll explore the steps necessary to generate and refine this comprehensive report, which provides a detailed look at all ledger entries. The module also covers the different options available in the options tab, allowing you to tailor the report to meet specific analytical needs.

The course then guides you through creating the Statement of Revenue and Expenditures. This section teaches the proper steps to develop and adjust this critical financial statement, which outlines your organization’s income and spending over a specific period. You will learn about the purpose of each file folder tab and the various options that can enhance the report's utility.

Finally, you will master the Balance Sheet report production. This essential financial statement provides a snapshot of your organization’s financial standing at a given moment, showing assets, liabilities, and equity. The training details how to run this report effectively, including understanding each main file folder tab and utilizing the options tab to customize the report to reflect accurate and relevant financial information.

Each part of this segment of our MIP Fund Accounting Courses is crucial for anyone responsible for the financial reporting of their organization, offering the knowledge and skills needed to produce precise and comprehensive financial reports.