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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

Tips and Tricks – Great Features you may not know about

Nick Sercer discusses various Features, Tips and Tricks to get the most out of Management Reporter.

Management Reporter: Creative Income Statement Variations

Derek Krebs discusses creative report variations in Management Reporter.

Management Reporter: Demystifying the Cash Flow Statement

Noah Moseley discusses everything you need to create a functional Statement of Cash Flow and other advanced reports in Management Reporter.

Management Reporter: Year-end Reports

Noah Moseley discusses various reports you can create in Management Report to help with the year end process.

Microsoft Management Reporter – Focus on the Columns

Nick Sercer highlights different features and techniques related to Column Definitions including use of Attributes, multi-period columns, start/end dates, and many more.

Microsoft Management Reporter: Top 10 Features to Improve your Reporting, Distribution & Analysis

Derek Krebs reviews features of Management Reporter that can be used to improve your financial reporting processes.

Managemet Reporter – Keeping Track of Your Expenses

Nick Sercer leads a discussion about Management Reporter’s ability to analyze expenses (and all data) in many ways.

Managemet Reporter Security, Distribution and Analysis – Securely and efficiently share and analyze your financial data with users

Noah Moseley leads the discussion about Management Reporter’s security users and group, report library and tree security, drill down, graphs, comments, report groups and much more.

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 – Finalizing Your 2021 Budget

Noah Moseley helps you learn how to finalize your budget using Forecaster.

Microsoft Forecaster – Forget 2020. Let’s Focus on 2021

Nick Sercer delves into various options Microsoft Forecaster provides for setting up and maintaining your 2021 Budget.

Microsoft Forecaster Top 10 Features to Improve Your Budget Process

Still budgeting in Excel? Avoid those spreadsheet pains and inefficiencies. Noah Moseley discusses the Top 10 “Best Of” features of Microsoft Forecaster to centralize, automate and improve your budgeting and forecasting process.

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
Aug
19
Thu
12:00 pm Management Reporter: Financial S...
Management Reporter: Financial S...
Aug 19 @ 12:00 pm – 1:00 pm
Maintaining control of access to financial data is a vital protection for any organization. In this webinar, Noah Moseley will share techniques for securing report data in Management Reporter. Email Noah directly with any questions[...]
Sep
16
Thu
12:00 pm Management Reporter: Crash Cours...
Management Reporter: Crash Cours...
Sep 16 @ 12:00 pm – 1:00 pm
This is a great crash course on reporting for both beginner and experienced users. Come see the top 10 Tips for improving your reporting process. Derek Krebs will share the key features in Management Reporter[...]
Oct
14
Thu
12:00 pm Management Reporter: Utilizing A...
Management Reporter: Utilizing A...
Oct 14 @ 12:00 pm – 1:00 pm
Gaining new insight into your data can be a game-changer. Nick Sercer will explore ways to utilize Attributes to enhance drilldown in existing reports as well as create new reports that allow you filter and[...]
Nov
18
Thu
12:00 pm Management Reporter: Report Buil...
Management Reporter: Report Buil...
Nov 18 @ 12:00 pm – 1:00 pm
What are the best practices for building Report Definitions, Row Definitions, Column Definitions and Reporting Tree Definitions using Management Reporter? In this webinar, Noah Moseley will share techniques for building great reports with an emphasis[...]
Dec
16
Thu
12:00 pm Management Reporter: Year End Re...
Management Reporter: Year End Re...
Dec 16 @ 12:00 pm – 1:00 pm
Learn some recommended maintenance and upkeep tips for Management Reporter as you prepare for year-end, and in general all year round, to help keep Management Reporter running smoothly. In this webinar, Derek Krebs will review[...]
Upcoming Webinars
Aug
19
Thu
1:30 pm Microsoft Forecaster: Budget and...
Microsoft Forecaster: Budget and...
Aug 19 @ 1:30 pm – 2:30 pm
Maintaining control of access to budget and forecast data is a vital protection for any organization. In this webinar, Noah Moseley will share techniques for securing data input in Microsoft Forecaster. Email Noah directly with[...]
Sep
16
Thu
1:30 pm Microsoft Forecaster: Crash Cour...
Microsoft Forecaster: Crash Cour...
Sep 16 @ 1:30 pm – 2:30 pm
This is a great crash course on budgeting/forecasting for both beginner and experienced users. Come see the top 10 Tips for improving your budgeting process. Derek Krebs will highlight the key features in Forecaster to[...]
Oct
14
Thu
1:30 pm Microsoft Forecaster: Preparing ...
Microsoft Forecaster: Preparing ...
Oct 14 @ 1:30 pm – 2:30 pm
Preparing for a new Budget in Forecaster can be a challenge. Nick Sercer will walk you through the process step-by-step to ensure the process goes smoothly. Email Nick directly with any questions prior to this[...]
Nov
18
Thu
1:30 pm Microsoft Forecaster: Budget and...
Microsoft Forecaster: Budget and...
Nov 18 @ 1:30 pm – 2:30 pm
What are the best practices for building budget and forecast input screens using Microsoft Forecaster? In this webinar, Noah Moseley will share techniques for building easy-to-use input screens with an emphasis on data integrity and[...]
Dec
16
Thu
1:30 pm Microsoft Forecaster: Steps for ...
Microsoft Forecaster: Steps for ...
Dec 16 @ 1:30 pm – 2:30 pm
Have another budget/forecast to prepare for in Microsoft Forecaster and not sure what setup is needed? There are routine steps to prepare for next year’s budget in Microsoft Forecaster.  Come learn the steps needed and[...]