Session Title - Skyward



Finance Data MiningWhat will be covered:Find out how to improve your ability to produce reports from the Skyward Financial Management software.General Navigation and creation of a reportReport Information6 different report types you can choose from depending on what you needParametersSuppress Zero AmountsExclude accounts that have “No Activity for the month selected” and the differences between the twoPrint Detail actually prints the detail of each account in between the Breaks on the next tab. So it could take a while to run because of this. **Demonstrate the difference**Report Access for other usersAdditional Printing Prompt for current userBreaksWherever there is a check mark there will be a break and a totalBreak AttributesSequenceAccount RangesSort by Category or Group if you’re using thoseAccount StatusThen depending on the type of report you have you can choose accounts or excludeUse the Low High ranges to report on certain dimensionsField SelectionChoose the fields in the order you want them to display on the reportIf not sure about what a field is, you can click on the word and it will give you a description about that field. Once you have your fields selected you can still move them up and downCalculated Fields: How to create calculated fields by using a formula within the field parameters.Scheduling Reports: How to set up reports to run automatically based on a specified schedule. Batch Reporting: How to set up a group of reports to run and print at one time. ................
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