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
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
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.
This hands-on training course focuses on rapid report creation to learn MSX Group Prospero. Our Prospero Quick Start Training is designed to provide users with a product overview for creating reports quickly and easily while working through multiple, new financial report exercises. Attendees will also learn how to create basic report building blocks including line, column and tree definitions. Taught from a best practices perspective, this class provides new users with the tools to become confident and competent with Prospero report building.
This Prospero training course is ideal for:
- Experienced financial reporting professionals
- Microsoft FRx users
This six hour hands-on training course focuses on rapid budget creation to learn MSX Group Prospero. The class is designed to provide users with a product overview (including application navigation and options) while working with Prospero’s reusable “building blocks” to create a new budget and budget data-based report. In addition to input of budget data, attendees will become comfortable working with advanced budgeting concepts such as capital, Human Resources, overrides, and line item detail. Taught from a best practices perspective, this class provides a comprehensive overview for the new user to become confident working with Prospero Budgeting.
Class Fees: Please contact Training@msxgroup.com to inquire about this class.
This Prospero training course is ideal for:
•Experienced financial analysis professionals
•Microsoft Forecaster users
This hands-on training course focuses on rapid report creation to learn MSX Group Prospero. Our Prospero Quick Start Training is designed to provide users with a product overview for creating reports quickly and easily while working through multiple, new financial report exercises. Attendees will also learn how to create basic report building blocks including line, column and tree definitions. Taught from a best practices perspective, this class provides new users with the tools to become confident and competent with Prospero report building.
This Prospero training course is ideal for:
- Experienced financial reporting professionals
- Microsoft FRx users
This six hour hands-on training course focuses on rapid budget creation to learn MSX Group Prospero. The class is designed to provide users with a product overview (including application navigation and options) while working with Prospero’s reusable “building blocks” to create a new budget and budget data-based report. In addition to input of budget data, attendees will become comfortable working with advanced budgeting concepts such as capital, Human Resources, overrides, and line item detail. Taught from a best practices perspective, this class provides a comprehensive overview for the new user to become confident working with Prospero Budgeting.
Class Fees: Please contact Training@msxgroup.com to inquire about this class.
This Prospero training course is ideal for:
•Experienced financial analysis professionals
•Microsoft Forecaster users
This hands-on training course focuses on rapid report creation to learn MSX Group Prospero. Our Prospero Quick Start Training is designed to provide users with a product overview for creating reports quickly and easily while working through multiple, new financial report exercises. Attendees will also learn how to create basic report building blocks including line, column and tree definitions. Taught from a best practices perspective, this class provides new users with the tools to become confident and competent with Prospero report building.
This Prospero training course is ideal for:
- Experienced financial reporting professionals
- Microsoft FRx users
This six hour hands-on training course focuses on rapid budget creation to learn MSX Group Prospero. The class is designed to provide users with a product overview (including application navigation and options) while working with Prospero’s reusable “building blocks” to create a new budget and budget data-based report. In addition to input of budget data, attendees will become comfortable working with advanced budgeting concepts such as capital, Human Resources, overrides, and line item detail. Taught from a best practices perspective, this class provides a comprehensive overview for the new user to become confident working with Prospero Budgeting.
Class Fees: Please contact Training@msxgroup.com to inquire about this class.
This Prospero training course is ideal for:
•Experienced financial analysis professionals
•Microsoft Forecaster users
This hands-on training course focuses on rapid report creation to learn MSX Group Prospero. Our Prospero Quick Start Training is designed to provide users with a product overview for creating reports quickly and easily while working through multiple, new financial report exercises. Attendees will also learn how to create basic report building blocks including line, column and tree definitions. Taught from a best practices perspective, this class provides new users with the tools to become confident and competent with Prospero report building.
This Prospero training course is ideal for:
- Experienced financial reporting professionals
- Microsoft FRx users