21 Feb

Academy - Advanced Management Reporter Feb 2020

Academy - Advanced Management Reporter Feb 2020

Friday, February 21, 2020 (11:00 AM) to Friday, February 21, 2020 (5:00 PM) (Eastern Time)

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Derek Krebs

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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 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for reporting, unsecure report distribution, inaccurate reports, cost and labor intensive report distribution, outdated data, inefficient report design, etc.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

Instructor: MSX Group

Audience: Finance, Support, or Analyst

Level: Intermediate

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

CPE Credits: By participating in this class you are eligible to earn up to 6 CPE credits which will be distributed automatically following class completion. Class participation will be monitored and you will not receive CPE credit for any portion of the class that you do not appear fully engaged.

Derek Krebs
Derek has over 20 years of experience in the fields of accounting, finance and business intelligence software. Prior to becoming a partner and senior consultant with the MSX Group in 2009, Derek spent 11 years consulting at FRx Software and Microsoft where he implemented financial reporting, budgeting, and business intelligence software at over 200 clients world-wide and trained over 5000 end users. In addition, Derek has a MBA education and 6 years experience as a staff accountant and financial analyst where he gained expertise in financial accounting, GL closes, auditing, budgeting and reporting.