1. GP 2015 Client Event

2. Management Reporter As of 5/1/2015 the most recent version of MR is 2012 Cumulative Update 12. Mainstream Support for FRx 6.7 ended on 7/14/2009. Extended Support for FRx 6.7 ended on 7/8/2014.

3. Distribution Options Printing XPS E-Mail Excel MR Library UNC Locations (Folders) SharePoint

4. Viewers Setting your default view between MR and WEB viewers

5. Printing Pros Gives the user something to physically hold and take notes on. Easier to compile large financial books with multiple different file formats. Cons There is no security around the information printed on the paper or where the report prints to. The user is unable to drill into the details of the data.

6. XPS Pros It is an electronic document that can’t be changed, true paperless document. The XPS viewer is usually installed on all newer windows operating systems. Cons There is no security around the information exported or who gets the report. The user is unable to drill into the details of the data

7. E-Mail Pros Ability for the user to drill into the transactional details. You can use the security built into MR to control who can view what information. Limit access to the report or specific trees by user. Cons Users must have a secure connection to the MR server to be able to view the report. Can’t view the report from home unless you have a vpn connection to work. When the user opens the report it is the most current report that has been run. Requires each version of the report to be in a unique location in the MR viewer.

8. Excel Pros It’s Excel, most accountants are well adjusted to using this program. Very easy to make changes as needed by the report user. Cons The only security is what you assign to the file, no tree level security only opening the file. The User! People make mistakes, accidentally hitting a few keys or numbers before printing or saving or deleting the file.

9. MR Library Pros There are no files to distribute to the users. Allows the users to select different versions of the report, such as the previous month. Cons The user is not always aware of when the reports have been updated for the month. Requires MR to be installed on all of the user computers.

10. UNC Locations Pros There are no files to distribute to the users. Allows the users to select different versions of the report, such as the previous month. Cons The user is not always aware of when the reports have been updated for the month. The link may have a different name but it always opens the current version.

11. Share Point Pros The users can be notified when the report is updated. Allows users not logged into the network to view the reports. Cons May require additional software and costs. The link may have a different name but it always opens the current version.

12. Questions Do you have new staff members or want a refresher of MR? Go to http://www.boyerassoc.com/ and click on the News & Events then Calendar to view the next upcoming MR training classes. Six open seats Aug 19-20