TUG presents: CSD Reports Unlocked: The Tools, Tips, and Reports You Can’t Afford to Miss
A logo for tug connects 365 with a blue swirl on a white background.

Original Air Date

Aug 29, 2025

VIEW

Some videos are for members only.

May require login.


CSD offers a vast array of reports covering processing, balancing, auditing, and analysis. It can be challenging to determine which ones are essential for running your business effectively.

In this session, we will explore alternative ways to generate common reports and introduce some lesser-known reports to help you proactively manage your business needs. You'll learn how to unlock the full potential of CSD by leveraging stored reports to gain valuable insight and clarity into Accounts Payable (AP), Accounts Receivable (AR), Order Entry (OE), Purchase Orders (PO), and Inventory Control (IC). As a bonus, we will provide a list of suggested stored reports, their recommended frequency, and their purpose.

Eric Villicana

Eric Villicana

Director

Acumen Group

BJ Kelly

BJ Kelly

Consultant

Acumen Group

Eric Villicana

You might also like: