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

2. 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

3. 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

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

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

9. Report Definitions Settings

10. Report Definitions Settings (Other)

11. Report Definitions Headers and Footers

12. Report Definitions Output and Distribution

13. Report Definition Generate Reports

14. Building Blocks Rows

15. Building Blocks Columns

16. Building Blocks Trees

17. Add Comments to Reports

18. Reporting Library

19. Management Reporter Options

20. Security Password Protect Building Blocks

21. Security Set User Roles

22. Questions?
DFC Consultants, Ltd Carol Rogne