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Calendar

Mar
19
Thu
Management Reporter – Creative Income Statement Variations
Mar 19 @ 12:00 pm – 1:00 pm

Join Noah Moseley for a discussion of how Management Reporter allows creative control over data presentation. With the income statement such an integral report for accounting and finance, leverage Management Reporter to display the income statement data in multiple formats – each providing easy-to-understand layouts and helping to improve analysis of organizational operations. Email Noah directly with any questions prior to this webinar.

Microsoft Forecaster – Must-Have Reports
Mar 19 @ 1:30 pm – 2:30 pm

Analyzing budget data is a fundamental part of the budget process. Reports are integral to that process. In this webinar, Noah Moseley will review several reports vital for your budget including Revenue, Expenses, Human Resources and Capital. Email Noah directly with any questions prior to this webinar.

Mar
20
Fri
D365 Financial Reporter – Basics
Mar 20 @ 11:00 am – 5:00 pm

This course will focus on introducing and demonstrating the concepts of Dynamics 365 Financial Reporter to users who are new to the product. The class will start with a brief demonstration, and then move on to an overview of building blocks and navigation. We will step through creating a trial balance and detailed income statement. Next, take the design process a step further and see how Reporting Trees add power and flexibility to your reporting process. Last, use the skills you have learned to do Side by Side Reporting.

Learning Objectives:

• Understand Dynamics 365 Financial Reporter product functionality.
• Able to create Row, Column and Reporting Tree definitions in accordance with best practice guidelines
• Avoid common self-taught pitfalls
• Navigate and organize building blocks
• Prepare Report Definitions and change run time options
• Set up Management Report Library structure
• Produce financial reports such as a Trial Balance, Income Statement, Expense analysis, and Departmental Reports including side by side reports

Apr
9
Thu
Management Reporter – Tidbits: Management Reporter Features You May Not Know About
Apr 9 @ 12:00 pm – 1:00 pm

Management Reporter comes with so many built-in bells and whistles that it is hard to know about them all. In this webinar, Noah Moseley will explore some of these features such as sorting data, wildcards and ranges, related rows, transaction-level detail columns and more. Email Noah directly with any questions prior to this webinar.

Microsoft Forecaster – Budgeting Payroll
Apr 9 @ 1:30 pm – 2:30 pm

Microsoft Forecaster has a built-in option for budgeting Human Resources and payroll data. In this webinar, Noah Moseley will review the setup and data entry for this powerful, yet easy-to-use, integral part of the budget process. Email Noah directly with any questions prior to this webinar.

Apr
16
Thu
Introduction to Management Reporter
Apr 16 @ 11:00 am – 5:00 pm

This course will focus on introducing and demonstrating the concepts of Management Reporter to users who are new to the product. The class will start with a brief demonstration, and then move on to an overview of building blocks and navigation. We will step through creating a trial balance and detailed income statement. Next, take the design process a step further and see how Reporting Trees add power and flexibility to your reporting process. Last, use the skills you have learned to do Side by Side Reporting. This training utilizes Report Design in Management Reporter 2.0 for Microsoft Dynamics ERP training materials.

Learning Objectives:

• Understand Management Reporter product functionality.
• Able to create Row, Column and Reporting Tree definitions in accordance with best practice guidelines
• Avoid common self-taught pitfalls
• Navigate and organize building blocks
• Prepare Report Definitions and change run time options
• Set up Management Report Library structure
• Produce financial reports such as a Trial Balance, Income Statement, Expense analysis, and Departmental Reports including side by side reports

Apr
17
Fri
Advanced Management Reporter
Apr 17 @ 11:00 am – 5:00 pm

Take your MR knowledge to the next level, and learn to create advanced financial reports like: balance sheets, statements of cash flows, and multi-company consolidations. In this deep dive we’ll also cover spreadsheet linking, and learn about report distribution and analysis tools available in Management Reporter.

A senior consultant with the MSX Group will guide you through hands-on exercises while sharing best practices from their extensive implementation experience. Learn how to avoid financial reporting nightmares like: manually entering GL data into spreadsheets for reporting, unsecure report distribution, inaccurate reports, cost and labor intensive report distribution, outdated data, inefficient report design, etc. This is a must see for those in charge of financial reporting and analysis.

May
21
Thu
Microsoft Forecaster – Keep Your 2020 Budget on Track with a Mid-Year Re-forecast
May 21 @ 10:30 am – 11:30 am

Don’t just budget once a year. Nick Sercer will show you how to use your Actuals-to-date and your original budget to create a mid-year forecast to see how you’ve done so far and make adjustments for the remainder of the year. Email Nick directly with any questions prior to this webinar.

Management Reporter – Advanced Techniques
May 21 @ 12:00 pm – 1:00 pm

Think you know all there is to know about MR? Join Nick Sercer as he highlights advanced features and techniques in report design and answers your questions. Email Nick directly with any questions prior to this webinar.

Jun
18
Thu
Management Reporter – Q&A: Get Your Questions Answered
Jun 18 @ 12:00 pm – 1:00 pm

Derek Krebs will lead the discussion about the latest release of Microsoft Management Reporter and Forecaster along with changes that have been made this past year for bug fixes and new features to leverage. This also will be a chance to submit product questions in advance and ask the experts during the webinar as they share best practices and tips. Email Derek directly with any questions prior to this webinar.