1. Management Reporter Webinar Presenter: Derek Krebs, MSX Group 12 years Consulting at Microsoft working strictly on Budgeting-Reporting Software 6 years with MSX Group – all former members of FRx, Forecaster & Mgt Reporter consulting, support & development teams Derek has done over 300 client Implementations spanning 18 years; MSX Group has helped train, implement and support over 10,000 users!

2. What is Management Reporter? Financial Reporting Challenges Management Reporter Solutions Product Overview Q & A

4. M ANAGEMENT R EPORTER 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 Microsoft Dynamics ERP solutions

5. B USINESS B ENEFITS

6. K EY F EATURES & F UNCTIONALITY

7. R EPORT DESIGN (R OWS, C OLUMN, AND T REE )

8. R EUSABLE B UILDING B LOCKS

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10. 10 IT M ANAGER IT Manager Pain Points “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” IT Manager Pain Points “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” Management Reporter solution Scalable, secure architecture SQL Server and IIS integration Native 64-bit support Windows authentication Microsoft.NET Platform and C# Role and task based security Management Reporter solution Scalable, secure architecture SQL Server and IIS integration Native 64-bit support Windows authentication Microsoft.NET Platform and C# Role and task based security

11. 11 R EPORT D ESIGNER 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” 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” Management 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 Management 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

12. 12 R EPORT V IEWER /C ONSUMER 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” 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” Management Reporter solution Report Library Versioning, Folders, Export to Excel, Manage supporting documents Drill down Management Reporter solution Report Library Versioning, Folders, Export to Excel, Manage supporting documents Drill down

13. 13 E XECUTIVE Executive Pain Points “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” Executive Pain Points “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” Management Reporter solution Professional looking reports Personalize with logos, images, custom page breaks, numbering, Negative numbers in red Multilanguage capabilities Multiple distribution options Consolidations Management Reporter solution Professional looking reports Personalize with logos, images, custom page breaks, numbering, Negative numbers in red Multilanguage capabilities Multiple distribution options Consolidations

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