TAM Reporting Basics
Target Audience:
Accountant/Bookkeeper, CSR, IT Manager/Systems Coordinator,
Administrative
Member Rate: $59
Non-Member Rate: $109
Presenter: Laura Nelson
Laura Nelson, President, L R N Consulting Services, LLC, has over 30
years experience in the insurance industry as well as 20 years
experience using Applied Systems. For 15 years she was the chief
financial officer of a large multi-location insurance agency. She was
the President of the South Florida Applied Users Group, a Director of
the Professional Insurance Agents (PIA) of Florida and served on
national committees of ASCnet..
TAM Reporting Basics
(Recorded On) April 26, 2012| 1:00pm
CST
Do you have garbage in your system? You
won’t know until you run reports. This session will show you
how the Reports module is organized as well as the basic steps to run
the reports. If you have not been in reports before or you hunt
and peck, this session is for you. Get a good grip on how reports
work and get some tips and tricks to use it better.
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Distinguish how the reports module is organized.
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Discover some tips and tricks for running
reports.
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Review the various output options and how to employ
them.
Class level: Basic
Platform: TAM
