Budget Manager Reporting Workshop

Q1 SESSION
8:30 a.m. – 4:30 p.m. Tuesday, March 19
8:30 a.m. – 3:00 p.m. Wednesday, March 20

Q2 SESSION
8:30 a.m. – 4:30 p.m. Tuesday, June 25
8:30 a.m. – 3:00 p.m. Wednesday, June 26
(Note: you must commit to both full days to secure your registration)

EPSi Headquarters
16090 Swingley Ridge Road #600
Chesterfield, Missouri

Course Description

This workshop is a hands-on session focusing on our Budget Manager (general ledger and payroll) report writing solutions within EPSi. This is a great opportunity for users to get additional training on the topics presented as well as network with peers. All users are welcome; however, the session is designed as a ‘refresher workshop’ and will focus on a review of the material. Prerequisite: Introduction to Budget Manager course or equivalent experience.

Register now. Attendees must register one week in advance of the course. Spaces are limited and registrations are completed on a first come, first serve basis. Attendees must be present for the duration of the onsite course. Once we confirm your registration, you will receive a confirmation email with details on hotel accommodations and transportation. As a service to our valued clients, there is no charge to attend this session.

Lunch, sodas, coffee, and snacks included. We have a special corporate rate at a nearby hotel that includes shuttle service to and from the EPSi offices.

Questions? Ask Roger.Bullerdick@epsi.io.

Instructors

Q1 PRIMARY INSTRUCTOR
David Smith

Q1 SECONDARY INSTRUCTOR
Albert Safar , Associate Consultant
In his prior role, Albert served as a consultant in the life sciences. He is currently leveraging his experience from Big Pharma to deliver EPSi’s strategic budgeting and financial forecasting solutions to the healthcare industry.

Jospeh Dresselhouse

Q2 PRIMARY INSTRUCTOR
Joseph Dresselhouse, Senior Consultant
Joe has had a role in healthcare finance for a span of 10 years, both as a client and as a consultant with multiple organizations. As a Senior Consultant, Joe’s primary focus is on delivering consulting services for G/L Budget and Payroll Forecasting.

Q2 SECONDARY INSTRUCTOR
Anuj Gadi

Agenda

Standard Input Reports

  • Popular General Ledger Input Listing Reports
    • Activity Assignment Mappings
    • G/L Approval History
    • G/L Approval Status Summary
  • Popular Payroll Input Listing Reports
    • Activity Statistics Report (Daily, Pay Period or Monthly)
    • Payroll Pay Types

Report Tabs

  • Properties – Report specific selections
  • Search – Select criteria to be used in the report
  • Division
  • Columns – View, select, edit or format the columns that will appear or be used in the report.
    • Predefined Custom Columns and/or Fields
    • Custom Columns
    • Computed Columns
    • Conditional Computed Columns
    • Indicators
    • Percent of Total
    • Predefined Format
  • Time Series – Adds time column (day, pay period, month) to the report along with the criteria for number of periods and selected date criteria
  • Sort – Sorting one or more Columns in the report in ascending or descending order
  • Subtotal – Select a Field to be used as a subtotal for the report
  • Results Filter – Add criteria to the report to filter the results
  • Ranking – Perform a rank on a Column or Sub Total
  • Summary
  • Template Columns
  • Template Lines

Sharing vs. Distributing

My Reports vs. Distributed Reports

Report Administration

  • Control Panel
  • Report Design
    • Template Designer
    • Column Designer
  • Font Configuration

Register Now