Finance

Academy Training

Introduction to Management Reporter (Tuesday AM)

Instructor(s)

• 

  Derek Krebs

  Partner & Sr Consultant
  MSX Group

This course will focus on introducing and demonstrating key concepts and techniques for creating financial reports using Management Reporter. The class will start with a comprehensive demonstration, and overview of the application including navigation and the use and function of building blocks. We will step through creating trial balance and detailed income statement reports. Next, take the design process a step further and see how Reporting Trees add power and flexibility to your reporting process. Lastly, use the skills you have learned to produce multiple report variations including side by side Reports.

• 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