16 Apr

Academy - Introduction to Management Reporter Apr 2020

Academy - Introduction to Management Reporter Apr 2020

Thursday, April 16, 2020 (11:00 AM) to Thursday, April 16, 2020 (5:00 PM) (Eastern Time)

GoToMeeting PCAP, PCBI, Professional Certificate
Nick Sercer

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This course will focus on introducing and demonstrating key concepts and techniques for creating financial reports using Management Reporter. The class will start with a comprehensive demonstration, and overview of the application including navigation and the use and function of building blocks. We will step through creating trial balance and detailed income statement reports. Next, take the design process a step further and see how Reporting Trees add power and flexibility to your reporting process. Lastly, use the skills you have learned to produce multiple report variations including side by side Reports. 

Learning Objectives:

• Understand Management Reporter product functionality. 

• Able to create Row, Column and Reporting Tree definitions in accordance with best practice guidelines

• Avoid common, self-taught pitfalls

• Navigate and organize building blocks

• Prepare Report Definitions and change run time options

• Set up Management Report Library structure

• Produce financial reports such as a Trial Balance, Income Statement, Expense analysis, and Departmental Reports including side by side reports

Instructor: MSX Group

Audience: Finance, Accounting, Support or Analyst

Level: Beginner

Prerequisites: An understanding of accounting principles and experience designing financial reports.

CPE Credits: By participating in this class you are eligible to earn up to 6 CPE credits which will be distributed automatically following class completion. Class participation will be monitored and you will not receive CPE credit for any portion of the class that you do not appear fully engaged.

Nick Sercer
A Partner at MSX Group, Nick has served for more than fifteen years in the Financial Reporting and Budgeting field as a Trainer and Implementation Consultant. Nick specializes in Microsoft Forecaster, Management Reporter and FRx and other analytics software applications including MSX Group Prospero and BI360. Nick’s previous employers include Microsoft Corporation, Ernst and Young and Arthur Andersen. Contact Nick at nick.sercer@msxgroup.com