• 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.