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Management Reporter and Forecaster Webinar Video

Below are links to recordings of our Microsoft Management Reporter and Microsoft Forecaster Webinar Series. These recorded sessions are meant to help you get the most out of your investment in these Microsoft legacy products.

Management Reporter Webinars

Management Reporter – Advanced Techniques

Nick Sercer explores advanced features of Management Reporter, techniques in report design, and answers your questions

Management Reporter – Tidbits – Great Features you may not know about

Noah Moseley explores some of the many built-in bells and whistles inside Management Reporter, such as sorting data, wildcards and ranges, related rows, transaction-level detail columns, and more.

Management Reporter – Creative Income Statement Variations

Noah Moseley discusses 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.

Management Reporter – High Level Intro for New Hires

Derek Krebs introduces and demonstrates concepts of Management Reporter that will be helpful to users who are new to the product.

Forecaster Webinars

Microsoft Forecaster – Must Have Reports

Analyzing budget data is a fundamental part of the budget process. Reports are integral to that process. In this webinar, Noah Moseley reviews several reports vital for your budget including Revenue, Expenses, Human Resources and Capital.

Forecaster – Getting Ready to Forecast

Noah Moseley discusses the process of setting up and working on a new forecast version.

Upcoming Webinars
Jul
23
Thu
12:00 pm Managemet Reporter Security, Dis...
Managemet Reporter Security, Dis...
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[...]
Aug
13
Thu
12:00 pm Management Reporter Sorting and ...
Management Reporter Sorting and ...
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[...]
Upcoming Webinars
Jul
23
Thu
10:30 am Microsoft Forecaster Top 10 Feat...
Microsoft Forecaster Top 10 Feat...
Jul 23 @ 10:30 am – 11:30 am
Still budgeting in Excel? Avoid those spreadsheet pains and inefficiencies. Derek Krebs discusses the Top 10 “Best Of” features of Microsoft Forecaster to centralize, automate and improve your budgeting and forecasting process.Email Derek directly with[...]
Aug
13
Thu
10:30 am Microsoft Forecaster – Forget 20...
Microsoft Forecaster – Forget 20...
Aug 13 @ 10:30 am – 11:30 am
Join Nick Sercer on this look at options for your 2021 budget. Leverage Forecaster’s flexible version control to budget several scenarios at once; because after 2020, who knows what’s going to happen next year.Email Nick[...]