Welcome to this series of videos on financial reporting in OvationTix!
This training will give you an overview of the features included in My Reports, and should give you the basic knowledge you need in order to navigate your way through this tool.
This will include:
- Finding My Reports
- Adjusting Dates
- Using Filters
- Reading the Advanced Summary
- Finding the view you’re looking for
- Exporting your reports
You can watch the videos in order, or if you'd like, just skip around to find what you need to know.
In this video, we give you an idea of what we'll be talking about in the course, and how it's laid out. We also jump right into the content with how to find My Reports.
The Date Range Filter
In this video, we talk about the Date Range Filter, and how to use it. We go into detail about the differences between sorting by Event Date and Transaction Date, and give some straight-forward tips and tricks to get you started running reports.
In part 3 of our series on financial reporting in OT, we talk about how to use filters so you can see the exact report that you want to see. We show you exactly how to use it, and show some useful examples in the process.
The Advanced Summary
You've learned all sorts of stuff already about My Reports/financial reporting in OvationTix, so now let's talk about The Advanced Summary. There's a lot going on in the Advanced Summary, and in this video, we break it all down for you.
The Other Tabs
This is it, the final video in our series on Financial Reporting in OvationTix! In this video, we talk a bit about the "other tabs" (ie. not the Advanced Summary) and give a couple of quick pro tips on how to use My Reports.