Osprey Academy - Customer Support & Training

Book Training

Improve your knowledge of Osprey with our free, unlimited online training courses

Recommended for Accounts Supervisors and Managers

Delivered online via video conference

Duration is 30 minutes

About this course

Introduction

  • Obtaining a Report List
  • Commonly Used Reports: Ledger Balance

Ledger Balance Filters

  • Running the Ledger Balance Report
  • Filtering the Ledger Balance Report

Checking For Overdrawn Client & Deposit Balances

  • Future Postings & Balance Filtering
  • Other Filters
  • Running the Report

Check For Credit Balances On Office Or Disbursements

  • Future Postings & Balance Filtering
  • Other Filters
  • Running the Report

Exporting Report Results

  • Export Types
  • Sorting & Filtering
  • Subtotals
  • Sum & Count Functions