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Course

Reporting, Dashboards, and Data Analytics

Payments & Accounting

(2640) Harnessing Excel and Applied Epic Together for Powerful Reporting and Reconciliation


Content Level: Intermediate

Personas: Owner/Principal, Accountant

Products: Applied Epic

Wednesday, October 8, 2025
2:15 PM - 3:15 PM PT
Utilizing Reports/Marketing within Applied Epic® and combining it with Excel, you can create a robust reporting architecture to bring your income statement to life, provide quick access to transaction analysis, and keep your balance sheet clean. This course will teach you Excel features that allow you to streamline your work process and better equip your agency for data-driven management.