Report Setup (RPS):

MIP Fund Accounting® Training

Report Setup training for MIP Fund Accounting will help you understand everything you need to know about reporting. First, it will start with how to understand report dates, and then go into depth about each of the reporting tabs. Lastly, it will go into the financial statement formats, and the various reporting icons found on the icon toolbar.

RPS 10: Understanding Report Dates

  • The difference between default and custom reports 
  • How to populate the Setup tab correctly based on the fiscal year
  • What to enter into the Balance Date boxes
  • What to enter into the Current Period Date boxes
  • How the software simulates a year-end close

RPS 20: Report Setup Tab

  • What the Setup tab allows you to do
  • How to include the report name on the report
  • How to specify the dates to include in the report
  • How a year-end close can be simulated for the report

RPS 30: Report Content Tab

  • What the top and bottom half of the screen do
  • How to select items to include in the report
  • Helpful tips about the Content tab

RPS 40: Report Filter Tab

  • What the filter tab does
  • How to select filters to include on the report
  • Helpful tips about the filter tab

RPS 50: Report Group Tab

  • What the Groups tab allows you to do
  • How to select segments and assign them Group Sets
  • Key points to remember about the Groups tab

RPS 60: Report Layout and Security Tabs

  • What the Layout tab allows you to do
  • What the font and page setup buttons allow you to change
  • What the Security tab allows you to do

RPS 70: Financial Statement Formats

  • The different financial statement types
  • How to create a financial statement format for the Statement of
  • Revenue and Expenditures
  • How to fill out each file folder tab correctly
  • Important tips to remember about financial statement formats

RPS 90: Reporting Icons

  • You will learn about the reporting icons on the top toolbar

Training Agenda

    1. RPS 10: Understanding Report Dates - Training Video

    1. RPS 20: Report Setup Tab - Training Video

    1. RPS 30: Report Content Tab - Training Video

    2. RPS 30: Report Content Tab - QUIZ

    1. RPS 40: Report Filter Tab - Training Video

    2. RPS 40: Report Filter Tab - QUIZ

    1. RPS 50: Report Group Tab - Training Video

    2. RPS 50: Report Group Tab - QUIZ

    1. RPS 60: Report Layout and Security Tabs - Training Video

    2. RPS 60: Report Layout and Security Tabs - QUIZ

About this course

  • Free
  • 11 lessons
  • 0 hours of video content

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Course Details:

Embark on mastering the intricacies of report generation with our MIP Fund Accounting Training, specifically tailored to guide you through the Report Setup module. This comprehensive course covers all aspects needed to produce accurate and insightful financial reports, crucial for informed decision-making within any organization.

The training begins by focusing on understanding report dates, which is fundamental in generating reliable reports. You'll learn the differences between default and custom reports, how to properly set up report dates based on the fiscal year, and the nuances of entering information into the Balance Date and Current Period Date boxes. This segment ensures you can simulate a year-end close effectively, a critical skill for accurate annual reporting.

Moving deeper into the setup, the course covers the Report Setup Tab, where you'll learn how to include report names, specify date ranges, and simulate year-end closures within your reports. Each of these elements is vital for customizing reports to meet specific organizational needs.

In the Report Content Tab section, you will discover how to navigate and utilize the top and bottom halves of the screen effectively, selecting the right items to include in your report. This part of the training also offers helpful tips to enhance your reporting capabilities.

The module then progresses to the Report Filter and Group Tabs, teaching you how to apply filters and group data in reports for more targeted analysis. You'll learn how to select filters and segment data, assigning them to group sets that facilitate more detailed and organized reporting structures.

Additionally, the training delves into the Layout and Security Tabs, where you'll explore how to adjust the visual aspects of your reports, such as font and page setups, and manage report access to ensure data security.

An important part of the course is understanding financial statement formats. You will learn about different types of financial statements, such as the Statement of Revenue and Expenditures, and how to create specific financial statement formats. This knowledge is essential for tailoring reports to conform to standard accounting practices or specific internal requirements.

Lastly, the Reporting Icons section will introduce you to the various icons on the top toolbar of the reporting module, enhancing your efficiency in report creation and management.

This segment of our MIP Fund Accounting Courses is indispensable for anyone involved in financial reporting, providing the tools and knowledge to generate precise and actionable financial reports.