Upcoming Management Reporter Training Classes (Registration Open)

The two-day class is designed for individuals who focus on creating, modifying, securing and publishing financial management reports for their organization and want to learn more about the real-time financial reporting application.

Attendees will learn about the new features of Management Reporter including:

  • Deeper Microsoft Dynamics ERP integration – Select data in a report and view the original data in the Microsoft Dynamics ERP database, based on the company, account, and period that is defined in the report.
  • Reusable building blocks – Blocks of Report, Row, Column and Tree definitions can be mixed and matched to produce a wide variety of boardroom-quality reports.
  • A Report Library – A Report Library is where reports can be secured, stored, and viewed.

Specific topics to be covered include:

  • Designing basic report building blocks in Report Designer with row definitions, column definitions, and reporting tree definitions.
  • Associating the building blocks in a variety of report definitions including trial balance reports, income statements, variance reports, balance sheets and consolidation reports.
  • Applying security to users and reports within the program.
  • Incorporating non-financial data, such as headcounts, into the various reports.

At class completion, attendees will be able to:

  • Create a balance sheet
  • Build an income statement
  • Create a  Cash Flow statement
  • Generate comparative (budget to actual) statements
  • Create multi-company and departmental reports

Your seat will be reserved once payment is received.