25 Jan

Academy - Introduction to Management Reporter Jan 2019

Academy - Introduction to Management Reporter Jan 2019

Friday, January 25, 2019 (10:45 AM) to Friday, January 25, 2019 (5:00 PM) (Eastern Time)

GoToMeeting Finance and Operations, PCAP, PCBI, Professional Certificate
Noah Moseley

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Introduction to Management Reporter

Instructor-led training on-line!

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.

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

Instructor: MSX Group

Audience: Finance, Accounting, Support or Analyst

Level: Beginner

Prerequisites: An understanding of accounting principles and experience designing financial reports.

Preparation: The detailed instructions for connecting and attending the class will be sent one to two days prior to class. Students have the option of connecting to the class via conference call or VOIP. If using VOIP, a headset with a microphone is strongly recommended. If your instructor will use the hands-on training environment you will receive a separate email with the setup instructions, and a dual monitor is strongly recommended to facilitate navigation.

Delivery Method: Group Internet-based

CPE Credits: By participating in this class you are eligible to earn up to 5 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.

Noah Moseley
Noah Moseley is a subject matter expert for Prospero, Management Reporter, Forecaster and FRx with over fifteen years of experience with these products. Noah currently is a Managing Partner with the MSX Group and also works as one of the MSX Group’s Senior Consultants. Email Noah directly at noah.moseley@msxgroup.com if you need assistance with Prospero, Management Reporter, Forecaster or FRx for your financial statements, budgeting or forecasting.