Management Reporter Training Manual: It’s Out

Need to learn Microsoft’s Management Reporter?

Get a grip on Management Reporter in an afternoon.

Learning to use MR the right way on your own can take months of experimentation and trial and error. Who has that kind of time? Instead of spending countless hours on message boards and searching Help, this guide will get you quickly up to speed on the best way to use Management Reporter to design financial reports. Whether you’re a consultant or end user.

I finished writing Creating Reports in Management Reporter in April 2011. It’s an in-depth in-color self-study training manual that walks you through report creation using annotated screenshots.

3 ways to learn:

  • Watch over my shoulder as I create 4 reports
  • Follow along in your demo database
  • Follow along in your live database

Learn Management Reporter financial reportwriting by learning how to build these 4 reports:

  • Trial Balance
  • Balance Sheet
  • Income Statement
  • Income Statement by Department

This is an exercise-based course with practical tips scattered throughout. I also cover:

  • what’s new and different from FRx
  • how to drill down to account detail
  • using the report viewer
  • how to find missing accounts quickly
  • optimal report definition settings
  • efficient navigation
  • ensuring accuracy
  • exporting to Excel
  • the most common mistake beginners make
  • and lots more

Audience: Consultants and end users—both accounting and IT.
Version: I used Microsoft Management Reporter Service Pack 1 with Feature Pack 1 using the GP 2010 Data Provider. (MR version 2.0.1664.19.)
Prerequisites: None.
Advance Preparation: None. But it would be good to have MR installed and be able to access the demo company or your own live company.
iPad: Yes. It looks gorgeous on my iPad.
Format: Downloadable PDF. You can get started immediately.
Cost: $180 per person (unless you’re in Texas in which case add 8.25% sales tax for a total of $194.85).
Sample pages: TOC and Sample Pages from Creating Reports in Management Reporter
Length: 180 pages
Money Back Guarantee: Yes
Additional Support: I can connect and support you remotely on an hourly basis while you’re working on your live reports. One hour minimum at $175 with a credit card.

How to Order: To purchase, add to the secure shopping cart. Credit cards accepted are Visa, Mastercard, and American Express. Check out, and you’ll be taken to a download link where you can either open or save the file. The name on the credit card statement will be ‘Jan Harrigan CPA’. And the cart adds sales tax if you’re in Texas!

Add to cart and download immediately:

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BTW, in the shopping cart, be sure to use the billing address of the credit card, not necessarily the company address.

Seriously, wouldn’t you like to relax in a hammock with your laptop or tablet while learning Management Reporter?

Update on January 11, 2012: I’ve just released Creating Reports in Management Reporter II. It covers 12 more step-by-step reports with lots of attention to tips, tricks and techniques.