Take your Management Reporter report writing skills to the next level. Learn to create advanced financial reports such as Balance Sheets and Statements of Cash Flow. Perform multi-company consolidations and explore report security options, report organization and distribution techniques. This deep dive will also cover spreadsheet linking and other advanced techniques for getting the most out of Management Reporter.
This course is perfect for those who have already been using Management Reporter and want to move beyond the basics and explore its advanced features and functionality to create new reports or improve your current ones
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 and labor-intensive report distribution, inefficient report design, etc. This class is a must for those in charge of financial reporting and analysis.
Learning Objectives:
Learn the best approaches for creating complex reports
Learn techniques for creating Balance Sheet and Cash Flow Statements
Understand how to link Management Reporter reports to external spreadsheets
Understand how to utilize Management Reporter to consolidate financial data across multiple companies.
Discover report distribution options, setup, and execution
Instructor: MSX Group
Audience: Finance, Accounting, Support or Analyst
Level: Intermediate
Prerequisites: Students should have a strong working knowledge of Management Reporter.
Preparation: Detailed instructions for connecting to your private training workspace will be sent a few days prior to class. Attendees must bring their own laptop in order to participate in the class exercises.
Delivery Method: Group, Onsite with live instructor
CPE Credits: By participating in this class you are eligible to earn up to 4 CPE credits which will be distributed automatically following class completion.