[Or become Badass with a bit more effort]
January 18, 2017, Austin—Got Management Reporter because it came with your Dynamics accounting system?
Maybe you need to learn it for monthly financial presentations to the Board? Maybe you need it for all those zillions of reports your auditors always seem to request? Or for your Quarterly financials? Or maybe you're closing the year soon (for crying out loud) and need annual financials? Or maybe you're going to try for quick close during 2017?
One thing's for sure: if you try to learn Management Reporter using its online manual, you are TOAST. Ok, ok, ok—so of course you can do it, but it will take forever and you'll be ripping your hair out. Who has that kind of time? Or hair? I can guarantee it won't be easy. Sort of like surgery without anesthesia.
Furthermore, I've been doing this a long-ass time and have seen firsthand what happens when people are left to their own devices to learn M-R. Invariably, they make it waaayyyy harder than it needs to be. [I am not making this up—take a look at my post on simplifying FRx Totals and Calculations for a real world example.]
Whether you're presenting the monthly financials to the board, or creating a budget variance for the CEO, or helping analysts come up with the best way to drilldown, your audience needs to trust you with M-R.
Lose the frenzied floundering frustration and the hysterical hystrionics. Just leave them behind. Because it's time to become BADASS.
Here's what these books will do for you:
OK. So maybe the housecat thing is a touch exaggerated, but one thing's for sure: accurate, presentation quality financials will always impress.
I started writing training manuals (on M-R predecessor FRx) over 10 years ago to help the end users whose companies just couldn't afford my far more expensive onsite consulting. I condensed the best of the best from all my onsite classes and consulting, and used this extreme experience and knowledge to create this self-study training. I started teaching Management Reporter when the original version came out many years ago. And I wrote the first two training manuals. Then, practically as soon as I finished writing them, Management Reporter 2012 (the current version) came out. I ripped my hair out, then semi-calmly sat down and completely rewrote them to reflect the massive changes the new version brought. Then I wrote the third one. My hope is that it's the next best thing to my being there to walk you through.
FAST—cut to the chase and get it DONE
ACCURATE—the primary consideration
BEAUTIFUL—presentation quality without screaming
There's no need to learn everything there is to know about Management Reporter. [Unless you're a consultant and need to teach it.] I'll walk you through enough of the basics so that you get a great foundation, then you can pick and choose if & when you want to learn more. Searchable text makes it easy to find what you need. My fast, practical method lets you cut to the chase and get it DONE.
I always say a trained monkey could create financials in M-R, but how accurate are they? Accuracy is THE primary consideration for every report included in this book.
Presentation quality is so important in creating usable and readable reports your audience will actually enjoy seeing. I'll walk you through specific settings to make your reports look as good as they can within the [extreme] limitations of M-R's presentation features.
[If you don't think this is beautiful, then you're probably not an accountant.]
Learn essentials in Volume 1:
Volume 2 covers a dozen more reports plus a couple can't-miss ideas:
I run a no-fine-print site. Full disclosure on everything. Here's what isn't included:
Click images to see sample pages and table of contents
I'm a CPA, an independent consultant, and I specialize in Management Reporter and its predecessor FRx. I've been doing this for 22 years. [Yikes] #noSpringChicken
So I sorta really know what I’m doing. But there’s only one of me. And it’s time to scale and bring this knowledge to lots of people.
And while I don't exactly love Management Reporter (too many missing and odd features), I DO love helping people use it more effectively.
It lets me learn in the way I like to learn: with copious examples...How could anyone not learn this way? You've got the knack for layout out the details in an easy-to-follow and progressively more detailed way that I just eat right up.
Hi Jan, I recently purchased your...management reporter instruction manuals. I have made great use of them and can now prepare several reports...Thank you so much for the effort you put into these manuals. I use the manuals for Dynamics AX 2012.
And a few more comments:
Getting around fairly well now with MR. Your books helped a lot..." —P. Brown
“I have been playing with Management Reporter today and wanted to let you know that your documentation is very, very helpful.” —K. Leoffler
“I recently purchased your How to Create Reports in Management Reporter – it has proven VERY helpful so far! ” —S. Rogers
“Jan, I purchased your manuals and so far they have been very easy to follow and useful.” —G. Waddell
“Jan Harrigan of FRxBuzz has updated her fantastic MR materials...” —Mark Polino Dynamics GP MVP
Download now—and you'll obtain Badass status before you know it.
And there's a $100 discount if you decide you want both:
4 Foundation Reports
How to Build 4 Reports
Plus 8.25% sales tax if in Texas
12 More Reports
Step by Step Instructions
Plus 8.25% sales tax if in Texas
My best to you in your journey with Management Reporter. It still won't be easy, but I hope these books are like the anesthesia for your surgery. May they take the sting out.
Cheers! Jan Lenoir Harrigan CPA
P.S. Not to throw a monkeywrench, but there's also a separate cashflow manual.