Business Intelligence

GPUG Academy

Advanced Management Reporter (Monday PM)

Monday, October 9
1:00 PM - 5:00 PM
Location: Ryman Ballroom A located in Ryman Ballroom and Studios (Level 0)

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

Maximize your Microsoft Management Reporter product knowledge! Take your MR knowledge to the next level, and learn to create advanced financial reports like: balance sheets, statements of cash flows, and multi-company consolidations. In this deep dive we’ll also cover spreadsheet linking, and learn about report distribution and analysis tools available in Management Reporter. This course is open to any GP user.

This course is perfect for those who have already been using FRx or Management Reporter and want to take their Management Reporter skills to the next level. Take advantage of the simple, yet powerful, building blocks using the row, column and tree to efficiently report on general ledger and spreadsheet data.

A senior consultant with the MSX Group will guide you through hands-on exercises while sharing best practices from their extensive implementation experience. Learn how to avoid financial reporting nightmares like: manually entering GL data into spreadsheets for reporting, unsecure report distribution, inaccurate reports, cost and labor intensive report distribution, outdated data, inefficient report design, etc. This is a must see for those in charge of financial reporting and analysis.

Learning Objectives:

•Efficient data entry and handling in MR
•Know the best approach for creating complex reports
•Create advanced financial reports
•Set up and use spreadsheet linking
•Report distribution options, setup, and execution

Audience: GP Finance, Support, or Analyst

Level: Intermediate

Prerequisites: Students should have a strong working knowledge of Management Reporter.

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

Delivery Method: Group Live

Noah Moseley

Senior Consultant and Certified Instructor
MSX Group

Noah Moseley is a senior consultant and certified training class instructor with the MSX Group specializing in Microsoft Management Reporter, Microsoft Forecaster, Microsoft FRx and Prospero. Noah has worked as a consultant and user with these products since 1999 including his tenure at Raycom Media where he was a Systems Analyst managing GP, FRx and Forecaster; at Microsoft as a consultant and instructor with the original Management Reporter, Forecaster and FRx consulting teams; and now as a consultant and instructor and partner at the MSX Group. His career has been dedicated for over fifteen years now to helping clients and partners with their financial reporting, analysis, budgeting and forecasting needs. If you need additional training, consulting services or software support for these products, email Noah at He and his team are the experts on these products and can handle your financial reporting, budgeting and forecasting requirements easily so that you do not get distracted from your real job.


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Advanced Management Reporter (Monday PM)

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