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

2. 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!

3. 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.

4. 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

5. 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 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.

6. 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.

7. 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

8. 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

9. 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…

10. 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.

11. 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)

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

13. 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

14. 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

15. 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

16. 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

17. Product Overview

18. Mgt Reporter Blog Site http://blogs. msdn

19. Influence Financial Reporting and Budgeting Features!
Search for existing suggestions and vote
Enter new suggestions

20. 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

21. Questions & Answers Call or 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 Phone: Website:

22. Questions?