The document is a guide providing tips and tricks to optimize the use of MSPCFO's reports and features. Here are some of the topics covered:

1. Data Updates and Filters: MSPCFO updates reports with your data twice daily (noon and midnight). ​ Use filters effectively by hitting the “Filter” button to incorporate changes, and these customized views will remain until filters are changed. ​
2. Favorite Reports: Frequently used reports can be favorited, creating a "Favorites" tab for easy access. ​ The setup of the report will use the last filters selected, and any changes to filters will update the favorited report accordingly. ​
3. Recurring Delivery Reports: Customize and save reports for delivery to your inbox at your preferred cadence. ​ This feature allows sharing with other users, with access provided by MSPCFO’s customer success team. ​
4. Customized Dashboard: Create a personalized dashboard using over 20 customizable widgets. ​ This allows you to tailor your dashboard to meet specific needs and gain deeper insights into your data. ​
5. Updating Product and Labor Costs: Ensure accurate reporting by updating product costs and labor costs directly in MSPCFO. ​ Use the Lookup/Agreement Additions Report for product costs and the Payroll/Wage History report for labor costs. ​ Changes in MSPCFO do not affect your PSA data. ​

Click on the link below to download a PDF of the guide: