(877) 456-7632 info@msxgroup.com
Derek Krebs (derek.krebs@msxgroup.com) and Noah Moseley (noah.moseley@msxgroup.com) will be attending and presenting Academy and Summit Sessions this year. They will also be available in our Expo Hall Booth to answer questions or provide quick demonstrations. If you would like to know more about the Management Reporter Academy training class, Management Reporter or forecasting Summit Sessions, Prospero®, or MSX Group’s Support and Services offerings, feel free to email us ahead of Summit!

We look forward to meeting everyone in person at Summit.

Academy Training Class

Management Reporter Beginner to Advanced Financial Reporting for Dynamics
Monday, October 10, 2022
8:00AM-5:00 PM
Register now with a 10% discount

Academy Session Details

This Academy Session will be hosted by Noah Moseley and Derek Krebs of MSX Group.

  • Lunch will be provided.
  • Attendees must bring their own laptops for the hands-on exercises.
  • Attendees will receive 8 CPE Credits

This hands-on training class will provide Management Reporter administrators and users the knowledge they need to successfully build and utilize financial statements in Microsoft’s financial reporting and analysis solution. This class is led by MSX Group Certified Instructors using MSX Group created training materials. All software is provided as the class utilizes a hosted Management Reporter environment, but please bring your laptop. Management Reporter is used by Microsoft Dynamics AX, GP and SL. The concepts covered in this class also apply to Financial Reporting users in Dynamics 365 F&O.

Email Derek.Krebs@MSXGroup.com or Noah.Moseley@MSXGroup.com if you have any questions about the class. We look forward to seeing you at Summit!

Course Outline:

  • Introduction to Management Reporter
  • Building Trial Balance Statements
  • Building an Income Statement
  • Using Reporting Trees
  • Balance Sheet Reporting
  • Cash Flow Reporting
  • Income Statement Reporting

Learning Objectives:

  • Gain administrative knowledge of Management Reporter’s navigation for report design and analysis.
  • Learn how to build trial balance statements, income statements, balance sheet statements and cash flow statements.
  • Learn how to use Management Reporter’s Build Blocks to build flexible statements and reports.
  • Learn how to effectively and easily distribute reports to users.

Summit Sessions

Forecasting? We just barely survived the budget…
Tuesday, October 11, 2022

Basic Report Building with Management Reporter (AX, GP, SL)

Wednesday, October 12, 2022

Learn More about This Session

This crash course will teach you the basics of Management Reporter and how to create key financial reports, start to finish: Trial Balance Detail & Summary, Income Statement by Company & Department. In addition, report distribution, analysis and interaction will be shared to most efficiently analyze your company’s financial performance.

Creative Financial Statements Using Management Reporter (AX, GP, SL)

Wednesday, October 12, 2022

Learn More about This Session

Your financial statements do not have to be the typical accounts-down-the-left, months-across-the-top financial statements. Management Reporter gives you flexibility in how you define your rows and columns using any of your dimensions, accounts and periods. Learn how to creatively display general ledger data in useful, easy-to-understand ways.

Management Reporter – Tidbits – Great Features You May Not Know About (AX, GP, SL)
Thursday, October 13, 2022

Learn More about This Session

Management Reporter has many built-in features that can help you build great financial statements. In this session, learn how to automatically add new accounts and descriptions to Row Definitions, create new Reporting Trees, add additional text from reporting units, sort data, renumber row codes and more.

: Dynamics 365 F&O’s users are welcome to join the Management Reporter training class or sessions. The Building Blocks and methods for building financial statements are essentially the same.

Looking for more learning options from MSX Group? Check out our webinar and video schedule for Prospero, Management Reporter, and Forecaster! We also offer free, online User Forums twice each year – our next Forum is scheduled for September 20-21, 2022! Register today!