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Creating Solver Reports Using Groups & Trees
November 28, 2023 @ 10:00 am - 11:00 am EST
FreeParticipants of the free live webinar will be eligible for 1 CPE credit.
There are multiple ways to create reports in Solver. You can always hard-code rows based on filters. The challenge with hard-coding rows is including new data, especially if you use account numbers in your filters. Join us for an informative webinar as we share two methods of building reports. One method simply uses an attribute, like Account Category, in the account dimension. The other method uses an Account Tree. Each method has its benefits, and we’ll demonstrate how to use both.
Learning Objectives
Upon completion of this program, participants will be able to:
- Explain how row filters are used in Solver
- Describe how to use account attributes to create reports
- Discuss how to use account trees to create reports
If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at cpecompliance@forvis.com.
FORVIS, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.