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Checkpoint

Thomson Reuters Training & Support

Checkpoint Australia - XYZ Generator - Reporting Made Easy

This course will provide you with an overview of the core skills required to generate financial reports including loading and mapping financial data and personalising the report template. More course dates

Trainer
Allison Patrick
Date & Time
Mon 16 Sep 2024, 12:30pm
to
Mon 16 Sep 2024, 1:15pm
AEST
Duration
45 minutes

In this session learn how to:  

  • Access the Generator in Checkpoint.
  • Load and map trial balances.  
  • Save and load report templates and mapping files. 
  • Know how to navigate through the report template and add information where required.  
  • Identify how to make changes to the template, including how to hide or edit content.
  • Roll-over last year’s data and add/amend data in existing reports.  
  • Know how to access help.