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Calendar

Jul
23
Thu
Managemet Reporter Security, Distribution and Analysis – Securely and efficiently share and analyze your financial data with users
Jul 23 @ 12:00 pm – 1:00 pm

Derek Krebs will lead the discussion about Management Reporter’s security users and group, report library and tree security, drill down, graphs, comments, report groups and much more. Email Derek directly with any questions prior to this webinar.

Aug
13
Thu
Introduction to Management Reporter
Aug 13 @ 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

Management Reporter Sorting and Grouping
Aug 13 @ 12:00 pm – 1:00 pm

Management Reporter allows for easy sorting and grouping of account balances. Join Nick Sercer in building a few reports to help track the balances that mean the most to your organization. Email Nick directly with any questions prior to this webinar.

Aug
14
Fri
Advanced Management Reporter
Aug 14 @ 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.

Sep
17
Thu
Microsoft Management Reporter: Top 10 Features to Improve your Reporting, Distribution & Analysis
Sep 17 @ 12:00 pm – 1:00 pm

Derek Krebs reviews features of Management Reporter that can be used to improve your financial reporting processes. Email Derek directly with any questions prior to this webinar.

Oct
15
Thu
Management Reporter: Forecast reports to help close out your year.
Oct 15 @ 12:00 pm – 1:00 pm

Noah Moseley discusses ways to design forecast reports to use through the end of the year. Email Noah directly with any questions prior to this webinar.

Nov
19
Thu
Management Reporter – Focus on the Columns
Nov 19 @ 12:00 pm – 1:00 pm

In this session, Nick Sercer will highlight different features and techniques related to Column Definitions including use of Attributes, multi-period columns, start/end dates and many more… Email Nick directly with any questions prior to this webinar.

Nov
20
Fri
D365 Financial Reporter – Basics
Nov 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

Dec
17
Thu
Introduction to Management Reporter
Dec 17 @ 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

Management Reporter: Year-end Reports
Dec 17 @ 12:00 pm – 1:00 pm

Noah Moseley discusses various reports you can create in Management Report to help with the year end process. Email Noah directly with any questions prior to this webinar.