Microsoft Management Reporter Introduction for Beginners Dynamics SL User Group Microsoft Management Reporter Introduction for Beginners Presented by: Derek Krebs, MSX Group

Management Reporter Intro Presenter: Derek Krebs, MSX Group 12 years Consulting at working strictly on Budgeting- Reporting Software 3 years with MSX Group – all former members of FRx & Forecaster consulting, support & development teams Derek has done over 200 client Implementations spanning 15 years; MSX Group has helped train, implement and support over 10,000 users!

2016 Webinar Schedule FEB: Mgt Reporter – Introduction for Beginners Convergence 2011 11/7/2017 2016 Webinar Schedule FEB: Mgt Reporter – Introduction for Beginners MAR: Forecaster – Introduction for Beginners APR: Mgt Reporter – 7 Cool Report Examples for Income Statement Analysis MAY: Forecaster – Detail Budgeting for HR, Revenue, and Capital JUN: Mgt Reporter – Report Generation, Security & Distribution JUL: Forecaster – Report Creation And Budget Analysis AUG: Mgt Reporter – Multi-Company, Bal Sheets, Cash Flow & Calcs SEP: Forecaster – Tips & Tricks: Multiple Budget/Forecast Scenarios OCT: Mgt Reporter – Linking to External worksheets DEC: Forecaster – Introduction for Beginners DEC: Mgt Reporter – Introduction for Beginners © 2011 Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Corporation as of the date of this presentation. Because must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and cannot guarantee the accuracy of any information provided after the date of this presentation. MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

USER FORUMS for Microsoft Management Reporter Microsoft Forecaster MSX Prospero The MSX Group is hosting its annual Spring online conference for users of these three great Microsoft products with beginner sessions in the morning and more advanced sessions throughout each day. Mar 14-16, 2017  All Online All Free Full 3 daysCPE Eligible Register Today http://msxgroup.com/2017-fall-forums/

Learning Objectives Upon completion of this session, participants should be able to: Create basic financial reports in Mgt Reporter Have an understanding of report generation and distribution This slide is required in order for the student to justify receiving CPE credit for the session. An excellent article by on writing learning objectives is referenced on this slide. In part, here are some of the tips from this article: Learning objectives should reflect what the participant should know or be able to do at the end of a learning period. Instructional objectives reflect what the instructor/sponsor intends to accomplish. In other words, what the learner is to do rather what the instructor is to teach. Stated another way, a learning objective is student oriented, but a teaching or instructional objective describes a process. The objective should describe a participant outcome rather than what will be taught (or "covered"). The best way to communicate these learning objectives effectively is to use specific action verbs. "An excellent format to introduce the statement of learning objectives is: “Upon completion of this (session, course, workshop, etc.) participants should be able to..." Use good action verbs like "explain", "describe", "discuss", "assess", "determine", "analyze", "differentiate". Words to avoid include "understand", "know", and "learn". Keep the learning objective statements simple and brief. Avoid including too much detail so the effort of writing the objectives does not become discouraging and the requirements overwhelming to the students. At the same time, it is to the sponsor's advantage not to be too general or broad in stating the learning objectives, esp. when considering that a potential participant could have many and varied CPE activities to choose from competitors. Every CPE activity must have one or more learning objective. A caution - when instructional planners first start to write objectives they tend to write descriptions of what is to occur during the instruction as if they were learning objectives. For example, "to view a filmstrip on animal habits" or "to read pages 45-60 in the text" would be examples of activities in the session and not indications of learning outcomes. When unsure if what is being stated is an objective, ask: Is this what I want the student to be able to do at the end of the course or unit.

Agenda What is Mgt Reporter? Financial Reporting Challenges Convergence 2011 11/7/2017 Agenda What is Mgt Reporter? Financial Reporting Challenges Mgt Reporter Solutions Product Overview Q & A © 2011 Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Corporation as of the date of this presentation. Because must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and cannot guarantee the accuracy of any information provided after the date of this presentation. MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Mgt Reporter A real-time financial reporting application for creating, generating, securing, and publishing financial statements, such as Profit & Loss (P&L), balance sheets, and Actual vs. Budget variance reports Boardroom-quality reports without IT assistance Integration with Dynamics ERP solutions

Business Benefits Real-time results without IT assistance Custom reports based on GL data Saves time - Speed up month end reconciliation Quickly generate reports month after month Automate report distribution Short implementation cycle

Key Features & Functionality Building block approach to report design Rows Columns Reporting Trees Mix and match building blocks Run time options Date, Level of detail, Output, Headers, footers…

Report design (Rows, Column, and Tree) Think of a financial report as a series of rows and columns. FRx takes a building block approach to report design, by allowing you to create row and column templates that are independent of one another. Rows are defined within row formats, column contents defined in Column Layouts, and in the optional reporting tree hierarchies are stored to represent individual reports, departments or entities. These individual building blocks can then be mixed and matched to create a series of financial reports. In this example the Row Format is a summary Income Statement Column Layout is for the Current Period activity and Year to Date amounts A Reporting Tree is used for creating reports by Region These building blocks can be re-used for subsequent reports which helps reduce setup and maintenance.

Reusable Building Blocks In this second sample report, the same Row Format is being used with a different Column Layout to create an Income Statement with Actual, Budget and Variance. No reporting tree is used, thereby generating a report for the entire company. FRx is built to empower finance and accounting users to create their own reports, and has a significant amount of built in financial intelligence. Notice the variance column is expressed where favorable variances are positive amounts and unfavorable variances are negative amounts, and formatted in red. In other words, if Revenue is over budget it’s a positive amount or favorable, and in the same column if Expenses are over budget the variance is a negative amount or (un-favorable)

Financial Reporting Challenges Mgt Reporter Solutions! Everyone in your company will love Mgt Reporter 1212

IT Manager IT Manager Pain Points Mgt Reporter solution “It's my job to make sure our solutions are stable and secure” “I don’t have time to design all the reports” “I’d prefer not to have to refresh the ERP data to get the reports up-to-date” Mgt Reporter solution Scalable, secure architecture SQL Server and IIS integration Native 64-bit support Windows authentication .NET Platform and C# Role and task based security 1313

Report Designer Pain Points “I wish it was easier to design new reports” “When I update my chart of accounts, it’s takes so long to re-design my financials” “Our business dictates that managers only have access to reports for their department or division” Mgt Reporter solution Familiar user interactive Customizable Navigation Pane, toolbars with familiar icons, undo/redo Designed for minimal report maintenance Reusable building blocks, associations Flexible filtering capabilities Flexible top-down analysis Multisource consolidation 1414

Report Viewer Pain Points Report Viewer/Consumer Report Viewer Pain Points “I hate that I have reports in so many locations” “It’s hard to locate a previous version of a financial statement” “It’s not always easy to understand where a balance on a report came from” Mgt Reporter solution Report Library Versioning, Folders, Export to Excel, Manage supporting documents Drill down Shiela 1515

Executive Executive Pain Points Mgt Reporter solution “I need a solution that will grow with my business” “My board expects my financials to have a professional look” “My department managers need information at their fingertips” Mgt Reporter solution Professional looking reports Personalize with logos, images, custom page breaks, numbering, Negative numbers in red Multilanguage capabilities Multiple distribution options Consolidations Shiela 1616

Product Overview

Mgt Reporter Blog Site http://blogs. msdn

Influence Financial Reporting and Budgeting Features! http://Connect.Microsoft.com Search for existing suggestions and vote Enter new suggestions

USER FORUMS for Microsoft Management Reporter Microsoft Forecaster MSX Prospero The MSX Group is hosting its annual Spring online conference for users of these three great Microsoft products with beginner sessions in the morning and more advanced sessions throughout each day. Mar 14-16, 2017  All Online All Free Full 3 daysCPE Eligible Register Today http://msxgroup.com/2017-fall-forums/

Questions & Answers Call or Email Anytime with Product Questions User Group Benefit for Dyn SL End Users: FREE 1-hour phone consultation to review your reporting and budgeting requirements, goals and setup in FRx / Mgt Reporter / Forecaster Email: Derek.Krebs@MSXGroup.com Phone: 760.274.6670 Website: www.MSXGroup.com

Questions?