Top

Class Super (Zip File): Administrator's guide to setting up Report Packages

This guide walks the Class Super Administrator through setting up the required packages for the Auditor or Accountants to import into MyWorkpapers.

Please be advised that Auditors can run and import data from Class Super via Report Packages, but they cannot setup new Report Packages. These will need to be created by the administrator.

  1. Login to Class Super and on the “Business” menu, go to “Reports > Maintain Report Packages
    mceclip1.png

  2. On the left hand side of the screen you will see a list of report packages for your firm. We will be creating two new report packages.

  3. The recommended name for these report packages are "MWP Client Export" and "MWP TB and Reports Export" but you and your auditor may agree on different names if you prefer.

The "MWP Client Export" Package

  1. Click on the "+ New" button to create the new report packagemceclip2.png

  2. For the new Report Package fill in the following fields:

    Field Value
    Package Name MWP Client Export
    Brand leave blank
    Report Date Range leave as defaults
    Output Type select Export
    Output Format select PDF

     

  3. Once you have filled in the fields, click on the “Manage” buttonmceclip1.png
  4. Add the “Fund Details Report” report and click “OK” to return to the report package screen
    mceclip3.png

  5. Click "Save" to save the report package; you should see a "Saved Successfully" message.mceclip4.png
  6. This report package is now ready for the auditor to use!

The "MWP TB and Reports Export" Package

  1. Click on the "+ New" button to create the new report packagemceclip2.png

  2. For the new Report Package fill in the following fields:

    Field Value
    Package Name MWP TB and Reports Export
    Brand leave blank
    Report Date Range leave as defaults
    Output Type select Export
    Output Format select PDF

     

  3. Once you have filled in the fields, click on the “Manage” buttonmceclip1.png
  4. Select the reports to be included. The recommend reports are listed below:
    mceclip8.png
    You and your auditor may agree on what other reports to include in this package, but the package MUST always include the "Trial Balance" report.

  5. Click "OK" once all the reports have been added.

  6. The "Trial Balance" report will default to a "summary" version. Your auditor needs the full details, so please complete these additional steps:
      1. Click on the "Reports" tab and then select the "Trial Balance" report in the list so that you can see the settings for this report:
        mceclip9.png
      2. Select "No" to disable the summary for this report
  7. Click "Save" to save the report package; you should see a "Saved Successfully" message.
  8. This package is now ready for your auditor to use

Advise your Auditor that the report Packages have been setup

  1. Send an email to the Auditor letting them know that you have setup the report packages and what you have named them.

  2. Your Auditor will check that the packages are correct or may ask you to adjust the reports and settings if required.

  3. All done! Your Auditor will be able to use this packages for all the funds that you grant them access for.

Next Steps: see Class Super (Zip File): Exporting Clients

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.