Check what you learned: Reports and Analytics

Seven questions. Pick the best answer for each, then click Check my answers at the bottom. Nothing is saved; you can take it as many times as you like.

1. The manager wants the operations numbers on paper before Friday. Where do you start?

Reports & Analytics, then Basic Reports, then Generate on the cardReports & Analytics, then Data ExportAccounting, then Board Reporting

2. The board chair wants the monthly report in her inbox on the first of every month. What saves you the most time?

A schedule under Report Scheduler with her email on itA reminder to run it yourself each monthPrinting it and mailing it

3. The auditor wants every payment from last year in a spreadsheet. Which page?

Data Export, then Quick Export, then EXCELBasic ReportsFinancial Analytics

4. The board is skipping July. What do you do to the board report schedule?

Click Pause on its row, and Resume in AugustDelete it and build it again laterNothing, and let it send

5. Can a report change a bill or a payment?

No, reports only read your recordsYes, if you click Generate twiceYes, the numbers are recalculated

6. None of the ready made reports has the columns the council wants. What do you use?

Custom Report Builder, pick the fields, then Save ReportGenerate All Reports and look through themAsk Utilops to write one

7. Budget vs Actual on Financial Analytics is empty. Why?

No budget has been entered yet under AccountingThe page is brokenYour role cannot see money