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Course

Reporting, Dashboards, and Data Analytics

Payments & Accounting

(2637) Introduction to Accounting Reports


Content Level: Intermediate

Personas: Owner/Principal, Accountant

Products: Applied Epic

Tuesday, October 7, 2025
1:15 PM - 2:15 PM PT

    Applied Presenter(s)

  • Ro Olguin

    Senior Manager, Onboarding & Success Services
    Applied Systems

    • Applied Representative(s)

  • Laura Jermyn

    Senior Manager
    Applied Systems

Join this session to learn about the many default reports available within Applied Epic® and how to use them effectively. Do you understand the differences between the Production and Producer Commission reports? When should you run a Balancing Current Premium Payables or a Producer/Broker Payables report? How do you use the Income Statement Comparisons report, and is it really needed? This course will answer these questions and more.