Business Intelligence

GPUG Academy

Introduction to Management Reporter (Tuesday AM)

Tuesday, October 10
8:00 AM - 12:00 PM
Location: Ryman Studio N 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

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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Introduction to Management Reporter (Tuesday AM)

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