GPUG Summit 2015 Pre-Conference Academy Classes
Back To Schedule
Tuesday, October 13 • 1:00pm - 5:00pm
Introduction to Management Reporter (repeat) - SOLD OUT

Sign up or log in to save this to your schedule, view media, leave feedback and see who's attending!

If you haven't started thinking about migrating to Management Reporter, it's time! If you haven't heard, support for FRx will be ending, so now is a good time to plan out your implementation of MR. Don't miss this content packed class and get ready to implement MR at your organization. This course is open to any GP user.

This course will focus on introducing and demonstrating the concepts of Management Reporter to users who are new to the product. The class will start with a brief demonstration, and then move on to an overview of building blocks and navigation. We will step through creating a trial balance and detailed income statement. Next, take the design process a step further and see how Reporting Trees add power and flexibility to your reporting process. Last, use the skills you have learned to do Side by Side Reporting. This training utilizes Report Design in Management Reporter 2.0 for Microsoft Dynamics ERP training materials.

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

Audience: GP Finance, Support, or Analyst

Level: Beginner

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

Training Materials: Will be supplied by the instructor as appropriate.

Delivery Method: Group Live

avatar for Nick Sercer

Nick Sercer

Partner/Consultant, MSX Group
Nick is a Partner/Consultant with MSX Group where he continues to build on more than fifteen years of financials software consulting and training experience. A proven expert in the use of technology to improve the accuracy and efficiency of budgeting and financial reporting processes... Read More →

Tuesday October 13, 2015 1:00pm - 5:00pm PDT
A4 Reno-Sparks Convention Ctr.
  • Duration Half Day
  • Version GP 2010, GP 2013, GP 2015
  • CPE Eligible Yes
  • Advance Preparation REQUIRED HOMEWORK: Your instructor has chosen to leverage Academy’s hands-on training environment from VisiLearn called vConnect. This means you will have the ability to work with technology in a virtualized environment during your class. There are steps that MUST to be taken prior to class in order to make your experience a positive one. Below you will find a personalized link to your vConnect hands-on lab. From the PC you will be using for class, you must: 1. From your Windows PC click on the link below (no Mac's) 2. Download the software 3. Install the VisiLearn Classroom on the PC you will be using for class 4. After you have installed the VisiLearn Classroom, launch vConnect and click “Test” to test your connection to the lab. (If you see a green login screen, Congratulations, you have successfully tested your vConnect lab. Close the vConnect window and proceed to your Academy class) 5. When you arrive at your Academy class, access your vConnect lab by double clicking on the “V” desktop icon that as created during the install and select your class title If you are unable to install the vConnect lab to your PC you will want to contact your organization’s desktop administrator for assistance. You will need this software installed to your Windows PC prior to class to access the lab. An Academy Help Desk will be located in room C1 at the Reno-Sparks Convention Center. Please proceed to the Academy Help Desk if you have any problems while on site.