eFP FAM Coffee Collab: Report on the Run: How to Track It Down

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This Coffee Collab focuses on why reports in eFinancePlus sometimes seem to vanish and how to track them down quickly. We’ll walk through the most common reasons a report “goes missing,” including file naming issues, overwritten documents, old Favorites, download-only saves, and incorrect criteria. You’ll learn where to look first, how to use the Document icon and File Mask searches, and simple habits that prevent confusing report trails in the future. It’s also a chance to compare experiences with other districts and share tips that keep reports easy to find all year long.

Fiscal Services
Date & Time
February 6, 2026
9:00 am - 10:00 am ET
1h (Friday)
Hosts
  • Lisa Nash
  • Susanne Searl
Event Highlights
  • Public
Location Type
Virtual
Event Locations
Virtual Attendance
This event offers a Virtual Attendance option. RSVP to receive meeting details.
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