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Reporting, Dashboards, and Data Analytics

(2487) Introduction to Accounting Reports


Content Level: Intermediate

Personas: Owner/Principal, Accountant

Technology: Applied Epic

Tuesday, September 10, 2024
1:00 PM – 2:00 PM CST
Join this session to learn about the many default reports available within Applied Epic® and how to use them. Do you understand the differences between the Production and Producer Commission? When should you run a Balancing Current Premium Payables or a Producer/Broker Payable Report? How do you use the Income Statement Comparisons report and is it really needed? These questions and more will be answered in this introductory course designed to show what’s available in Applied Epic and how to use the reports effectively.