Budget Manager Reporting Workshop

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? Email us at epsiu@epsi.io.

Instructors

Jospeh Dresselhouse

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.

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