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Microsoft Management Reporter Training

Microsoft Management Reporter is the long awaited replacement product for FRx that is available exclusively for Microsoft Dynamics ERP solutions. Management Reporter works in a similar fashion to FRx (Rows, Columns, Trees) and contains many new features. There are significant differences in product functionality between FRx and Management Reporter of which new and experienced users need to be aware.

The MSX Group provides training for Management Reporter in our customized hands-on virtual classroom environment. Whether you are new to Management Reporter or are experienced with FRx and are considering migrating to Management Reporter, we have a class that will meet your needs.

 
Click Here for a List of MSX Group Class Dates

 
Onsite training and report design services are also available. Email us at training@msxgroup.com for details. If you are following us on Twitter, our Management Reporter tweets are tagged with #MSXMR (http://www.twitter.com/msxgroup).

 

Click the classes below to expand for details.

Management Reporter Report Building Basics

Audience: Users and Resellers of Management Reporter for Microsoft Dynamics GP/AX/SL/NAV

Training Environment: Instructor-led hands-on virtual classroom (onsite training available; email training@msxgroup.com)

Class Length: 5 hours

Course Description:

This hands-on training class will provide Management Reporter administrators and users the knowledge they need to successfully build and utilize financial statements in Microsoft’s new financial reporting and analysis solution. This class is led by an MSX Group Certified Instructor using MSX Group created training materials. All software is provided as the class utilizes a hosted Management Reporter environment.

 

Course Outline:

  • Chapter 1 – Introduction to Management Reporter
  • Chapter 2 – Building Trial Balance Statements
  • Chapter 3 – Building an Income Statement
  • Chapter 4 – Using Reporting Trees
  • Chapter 5 – Review

 

Learning Objectives:

  • Gain administrative knowledge of Management Reporter’s navigation for report design and analysis.
  • Learn how to build trial balance statements and income statements.
  • Learn how to use Management Reporter’s Build Blocks to build flexible statements and reports.
  • Learn how to effectively and easily distribute reports to users.

 

Prerequisites:  Students should have an understanding of basic financial reporting concepts such as trial balance statements and income statements.

Training Materials:  Soft copy provided during class Register

Migrating from FRx to Management Reporter

Audience: Users and Resellers of FRx for Microsoft Dynamics GP/AX/SL/NAV

Training Environment: Instructor-led hands-on virtual classroom

Class Length: 5 hours

Course Description:

Many organizations have gone to great lengths to fine tune FRx, create workarounds, and come up with a month end reporting package and process that works well and is heavily relied upon. Migrating to Management Reporter can be done in an organized fashion with minimal disruption. We will share with you successful migration strategies to avoid issues.

This hands-on training class will provide FRx administrators and users the knowledge they need to successfully evaluate Management Reporter for their own organization, determine what will be involved in the migration and how to implement Management Reporter’s new features. Students will use the Management Reporter Migration Wizard to migrate existing sample FRx reports into Management Reporter in a controlled training environment.

Course Outline

  • Chapter 1 –Introduction and Overview
    • System Requirements
    • Installation Overview
    • New Features and Functionality
    • Changes in Functionality
    • Missing Features
    • FRx Add-On Products that are not in MR
    • Dynamics CRM Roadmap as of Fall 2011
    • Product Demonstration
  • Chapter 2 –Migration with Errors
    • Run the Migration Wizard
  • Chapter 3 –Correct Errors in FRx Prior to Second Migration
    • Correct Errors
  • Chapter 4 – Second Migration from FRx to Management Reporter
  • Chapter 5 – Correct Remaining Errors in Management Reporter

 

Learning Objectives:

  • Overview system requirements and installation configuration
  • Evaluate the new features in Management Reporter
  • What’s new, what’s changed and what’s missing
  • Identify what will migrate, what will migrate but need clean up, and most importantly what will not migrate.
  • Prepare the FRx environment for a successful migration
  • Run the Migration Wizard
  • Determine adjustments needed to your organization’s process and FRx environment
  • Avoid common migration pitfalls
  • Produce reports that take advantage of Management Reporter’s new features
  • Set up a distribution environment via the Management Reporter Report Library
  • Examine Microsoft’s roadmap for Management Reporter

 

Prerequisites:  Students should have a working knowledge of FRx and how FRx is being used today in their organization.

Training Materials:  Soft copy provided during class Register