Business Intelligence

GPUG Academy

Introduction to Management Reporter (Monday AM)

Monday, October 9
8:00 AM - 12:00 PM
Location: Ryman Studio M located in Ryman Ballroom and Studios (Level 0)

Format: Academy Course
Level: Basic
CPE: 4
Preparation: Please bring a Windows PC to class for the Academy’s hands-on training environment from Visilearn called vConnect.

If you haven't started thinking about migrating to Management Reporter, it's time! If you haven't heard, support for FRx will be ending, so now is a good time to plan out your implementation of MR. Don't miss this content packed class and get ready to implement MR at your organization. This course is open to any GP user.

This course will focus on introducing and demonstrating the concepts of Management Reporter to users who are new to the product. The class will start with a brief demonstration, and then move on to an overview of building blocks and navigation. We will step through creating a trial balance and detailed income statement. Next, take the design process a step further and see how Reporting Trees add power and flexibility to your reporting process. Last, use the skills you have learned to do Side by Side Reporting. This training utilizes Report Design in Management Reporter 2.0 for Microsoft Dynamics ERP training materials.

Learning Objectives:

Understand Management Reporter product functionality.
• Able to create Row, Column and Reporting Tree definitions in accordance with best practice guidelines
• Avoid common self-taught pitfalls
• Navigate and organize building blocks
• Prepare Report Definitions and change run time options
• Set up Management Report Library structure
• Produce financial reports such as a Trial Balance, Income Statement, Expense analysis, and Departmental Reports including side by side reports

Audience: GP Finance, Support, or Analyst

Level: Beginner

Prerequisites: An understanding of accounting principles and experience designing financial reports

Training Materials: Will be supplied by the instructor as appropriate.

Delivery Method: Group Live




Nick Sercer

Partner/Consultant
MSX Group

Nick is a Partner/Consultant with MSX Group where he continues to build on more than fifteen years of financials software consulting and training experience. A proven expert in the use of technology to improve the accuracy and efficiency of budgeting and financial reporting processes, Nick has participated in hundreds of consulting and training projects with customers ranging from small, mom and pop organizations to Fortune 500 companies in various industries.

Nick brings not only a wealth of product knowledge, but also valuable expertise gleaned from decades of practical experience working for companies such as Microsoft, Ernst & Young and Arthur Andersen. Nick specializes in the use of Microsoft CPM products including Microsoft FRx, Forecaster and Management Reporter as well MSX Group’s own financials reporting and budgeting application, Prospero.

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