CalPlanning: Intro & Reporting

Course Description

CalPlanning: Introduction & Reporting is the first course in the CalPlanning curriculum. In this course, you will learn to generate, modify, print and save reports from the CalRptg database using a library of report templates.

This blended learning course is structured in two parts:

  • Self-study comprised of reading and doing practice exercises. Estimated time commitment is two hours. Plan to complete the self-study in advance of the group learning study.
  • Instructor-led group session in which we will build on the self-study material with Q&A and case studies. The 1.5 hour group learning session is held online using Zoom. You must enroll in the course to be invited to the Zoom session.

Pre-requisites:

  1. CalPlanning ID (requested by your CalPlanning Access Provider)
  2. Familiarity with chart of accounts and chartstrings at Berkeley

Next topic: Overview of CalPlanning Tools