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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: 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
Feb
18
Thu
12:00 pm Management Reporter: Demystifyin...
Management Reporter: Demystifyin...
Feb 18 @ 12:00 pm – 1:00 pm
Join Noah Moseley in this informative 1-hour or less session as he shows you everything you need to create a functional Statement of Cash Flow and other advanced reports. Email Noah directly with any questions[...]
Mar
25
Thu
12:00 pm Management Reporter: Creative In...
Management Reporter: Creative In...
Mar 25 @ 12:00 pm – 1:00 pm
Join Derek Krebs in this informative 1-hour or less webinar. Email Derek directly with any questions prior to this webinar.
Apr
15
Thu
12:00 pm Management Reporter: Tips and Tr...
Management Reporter: Tips and Tr...
Apr 15 @ 12:00 pm – 1:00 pm
Join Nick Sercer in this informative 1-hour or less webinar. Email Nick directly with any questions prior to this webinar.
May
20
Thu
12:00 pm Management Reporter: Advanced Te...
Management Reporter: Advanced Te...
May 20 @ 12:00 pm – 1:00 pm
Think you know all there is to know about MR? Join Noah Moseley as he highlights advanced features and techniques in report design and answers your questions. Email Noah directly with any questions prior to[...]
Jun
17
Thu
12:00 pm Management Reporter: Q&A – Get y...
Management Reporter: Q&A – Get y...
Jun 17 @ 12:00 pm – 1:00 pm
Learn about the latest release of Microsoft Management Reporter along with changes that have been made this past year for bug fixes and new features to leverage. This will be a chance to also submit[...]
Upcoming Webinars
Feb
18
Thu
1:30 pm Microsoft Forecaster: Budgeting ...
Microsoft Forecaster: Budgeting ...
Feb 18 @ 1:30 pm – 2:30 pm
Join Noah Moseley in this informative 1-hour or less session to learn how Microsoft Forecaster can be used in your organization to simplify and automate the budgeting and forecasting process! Main features of Forecaster will[...]
Mar
25
Thu
1:30 pm Microsoft Forecaster: Creating G...
Microsoft Forecaster: Creating G...
Mar 25 @ 1:30 pm – 2:30 pm
Join Derek Krebs in this informative 1-hour or less webinar. Email Derek directly with any questions prior to this webinar.
Apr
15
Thu
1:30 pm Microsoft Forecaster: Budgeting ...
Microsoft Forecaster: Budgeting ...
Apr 15 @ 1:30 pm – 2:30 pm
Take a deep dive into HR, Capital and custom Revenue to take your budget to the next level. Email Nick directly with any questions prior to this webinar.
May
20
Thu
1:30 pm Microsoft Forecaster: Keep your ...
Microsoft Forecaster: Keep your ...
May 20 @ 1:30 pm – 2:30 pm
Don’t just budget once a year. Noah Moseley 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[...]
Jun
17
Thu
1:30 pm Microsoft Forecaster: Custom Rev...
Microsoft Forecaster: Custom Rev...
Jun 17 @ 1:30 pm – 2:30 pm
Review the powerful and intuitive Microsoft Forecaster budgeting capabilities for HR, Revenue and Capital. See how detail budgeting is entered by end users and learn how to setup detail budget templates for HR, Revenue and[...]