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Microsoft Management Reporter Webinars

Our Educational Video series for Management Reporter for Microsoft Dynamics ERP and Dynamics365 Financial Reporter are designed to take a look at specific features and capabilities of Microsoft’s Financial Reporting applications while also showcasing the many services MSX Group provides to help you get the most out of these software solutions.

These videos are presented by an MSX Group Certified Instructor. Feel free to reach out to the presenter listed for each session with questions or comments about the session, or email us at info@MSXGroup.com for any other information you may need.

Microsoft has discontinued development on Management Reporter. Ask for details and a demonstration if you are interested in moving your reports from Management Reporter to our replacement solution, Prospero!

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    August 2022:
    Financial Statement Security
    Maintaining control of access to financial statement data is a vital protection for any organization. Management Reporter allows you to select which data, reports or budgets are available to which users. Without requiring extensive IT resources, Management Reporter puts control in your hands: you determine who has access to the system, features, and functionality of the application. Email Derek directly with any questions about this video.

    Session Objectives: Topics covered by this video for existing and prospective users of Management Reporter include:

    1. Review User Types and Group Security.
    2. Demonstrate how to add, edit and delete security settings for Users and Groups.
    3. Demonstrate Reporting Tree security settings.
    September 2022:
    Report Groups
    Report Groups allow a group of Report Definitions to be run as a batch process by running the collection instead of running each report separately. Report Groups are built using a Report Group Definition which contains the reports to be run and the output and parameters for which to run these reports. Email Noah directly with any questions about this video.

    Session Objectives: Topics covered by this video for existing and prospective users of Management Reporter include:

    1. Demonstrate how to build a Report Group Definition.
    2. Demonstrate how to run a Report Group Definition.
    3. Demonstrate how to access generated Report Groups and print and export options.
    October 2022:
    Linking to Excel Data (Combined Method)
    Management Reporter allows reports to include data from Microsoft Excel spreadsheets. If all of the report data is included on one worksheet tab in a single Excel file, the Combined Method may be used to link to that data. The Combined Method only needs Excel references included in the Row Definition. Email Derek directly with any questions about this video.

    Session Objectives: Topics covered by this video for existing and prospective users of Management Reporter include:

    1. Demonstrate references to Excel data needed in the Row Definition.
    2. Demonstrate references needed for monthly activity versus year-to-date balances.
    3. Demonstrate references needed for current year balances versus prior year balances.
    November 2022:
    Report Building Best Practices
    What are the best practices for building Report, Row, Column and Reporting Tree Definitions using Management Reporter? This session is an opportunity to share techniques for building great reports with an emphasis on data integrity and easy maintenance. Email Noah directly with any questions about this video.

    Session Objectives: Topics covered by this video for existing and prospective users of Management Reporter include:

    1. Demonstrate reusability of building blocks.
    2. Demonstrate BASE references in Column Definitions.
    3. Demonstrate the advantages of using Reporting Trees over multiple Report Definitions.
    December 2022:
    Cash Flow Reports
    The year is almost over. Where has all your money gone? Utilize cash flow statements in Management Reporter to analyze your financial data. Email Derek directly with any questions about this video.

    Session Objectives: Topics covered by this video for existing and prospective users of Management Reporter include:

    1. Demonstrate a monthly cash flow statement.
    2. Demonstrate a monthly and year-to-date cash flow statement.
    3. Review changes needed to accurately display beginning and end cash balances.
    4. Utilize checkrows to verify the calculated ending cash amount.
     
    Problems with registration? Email us at Info@MSXGroup.com
    Watch our recorded webinars and Educational Videos on our : Recorded Sessions page.
     
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