Using Management Reporter to Remain Compliant and Generate Reports Carol Rogne, CPA CEO |DFC Consultants, Ltd.|A Stoneridge Company

Carol Rogne, CPA CEO/ Founder of DFC Consultants Sold DFC to Stoneridge Software in 2018 29 Years Experience with GP and Reporting Provided training and consulting to hundreds of end users Have worked with Agencies in system setup, and with audits

Agenda What can be done in Management Reporter Sample reports How are the reports created? Report Library to organize your month end Security in Management Reporter

Sample Reports Actual to Budget Actual to Budget where grant spans multiple years Dynamic Budget Locations Side by Side Statistics in Reports

Report Definitions Report Select the report to run Choose your building blocks Select your Dates

Report Definitions Settings

Report Definitions Settings (Other)

Report Definitions Headers and Footers

Report Definitions Output and Distribution

Report Definition Generate Reports

Building Blocks Rows

Building Blocks Columns

Building Blocks Trees

Add Comments to Reports

Reporting Library

Management Reporter Options

Security Password Protect Building Blocks

Security Set User Roles

Questions? DFC Consultants, Ltd. 701-281-6112 Carol Rogne crogne@dfcconsultants.com www.dfcconsultants.com