Microsoft Management Reporter Webinars
Each webinar is led by an MSX Group Certified Instructor and is intended to help the Management Reporter community in achieving a more efficient and reliable financial reporting process.
Registration for our Webinars is handled via GoToWebinar using the buttons below. After selecting your session, connection and teleconference details will be sent to you via email. We look forward to meeting you!
We are always adding more webinars so come back often to see what’s new!
Report Viewer vs Web Viewer
Some prefer using the Web Viewer in Management Reporter, some the Report Viewer. However, do you know the real differences? In this webinar, Nick Sercer will compare the characteristics and capabilities of the viewer options to help you decide which one is best for you. Note: This topic is not applicable to D365 Financial Reporter users.
Email Nick directly with any questions prior to this webinar.
Session Objective:New and existing Management Reporter users will learn how the Web Viewer and Report Viewers differ from one another . Includes Q&A.
Thursday, July 15, 2021 @ 12:00-1:00pm Eastern Time Zone
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Financial Statement Security
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 prior to this webinar.
Session Objective:Existing and prospective users of Management Reporter will learn how to easily manage users and security settings. Includes Q&A.
Thursday, August 19, 2021 @ 12:00-1:00pm Eastern Time Zone
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Crash Course – Top 10 Tips
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 to bring the EASY button to your reporting and analytics.
Email Derek directly with any questions prior to this webinar.
Session Objective:New and existing Management Reporter users will learn tips for improving the reporting process. Includes Q&A.
Thursday, September 16, 2021 @ 12:00-1:00pm Eastern Time Zone
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Utilizing Attributes in Reporting
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 highlight data based on source information such as customer or vendor.
Email Nick directly with any questions prior to this webinar.
Session Objective:New and existing Management Reporter users will learn various techniques to incorporate attributes into financial reporting. Includes Q&A.
Thursday, October 14, 2021 @ 12:00-1:00pm Eastern Time Zone
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Report Building Best Practices
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 on data integrity and easy maintenance.
Email Noah directly with any questions prior to this webinar.
Session Objective:Existing and prospective users of Management Reporter will learn how to build reports leveraging Management Reporter features such as wild cards and ranges. Includes Q&A.
Thursday, November 18, 2021 @ 12:00-1:00pm Eastern Time Zone
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Year End Reporting, Audit & Clean Up
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 a variety of reports to help with month-end, year-end, auditing, and general financial analysis.
Email Derek directly with any questions prior to this webinar.
Session Objective:Management Reporter users will learn tips for report maintenance as they prepare for year-end. Q&A Included.
Thursday, December 16, 2021 @ 12:00-1:00pm Eastern Time Zone
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