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Microsoft Management Reporter Training

Microsoft Management Reporter is the financial reporting and analysis solution for Microsoft AX, GP and SL. Management Reporter provides an easy-to-use application for any organization’s financial statements – including income statements (profit and loss statements), balance sheet statements, cash flow statements, trial balance statements and other general ledger supporting schedules and reports. The MSX Group provides training for Management Reporter in our customized hands-on virtual classroom environment led by an MSX Group Certified Instructor for the best possible learning experience.

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Onsite training and report design services are also available. Email us at training@msxgroup.com for details. If you are following us on Twitter, our Management Reporter tweets are tagged with #MSXMR.


Management Reporter Financial Report Building Basics

Audience: Users and Resellers of Management Reporter for Microsoft Dynamics GP/AX/SL/NAV

Training Environment: Instructor-led hands-on virtual classroom (onsite training available; email training@msxgroup.com)

Class Length: 5 hours

Course Description:

This hands-on training class will provide Management Reporter administrators and users the knowledge they need to successfully build and utilize financial statements in Microsoft’s financial reporting and analysis solution. This class is led by an MSX Group Certified Instructor using MSX Group created training materials. All software is provided as the class utilizes a hosted Management Reporter environment.


Course Outline:

  • Chapter 1 – Introduction to Management Reporter
  • Chapter 2 – Building Trial Balance Statements
  • Chapter 3 – Building an Income Statement
  • Chapter 4 – Using Reporting Trees


Learning Objectives:

  • Gain administrative knowledge of Management Reporter’s navigation for report design and analysis
  • Learn how to build trial balance statements and income statements
  • Learn how to use Management Reporter’s Build Blocks to build flexible statements and reports
  • Learn how to distribute reports effectively and easily to users


Prerequisites: Students should have an understanding of basic financial reporting concepts such as trial balance statements and income statements.

Training Materials: PDF copies provided during class