Management Reporter Training

Need to learn Management Reporter?

I offer Management Reporter training in the same manner as FRx training—in person, in your office, on your own data. I think the best way to learn MR is to use it to create your own financials. We work together to create finished financials while I teach you how to use MR.

This method has 3 advantages over traditional classroom training on a demo database:

  1. It drastically reduces the time spent creating a finished financial package
  2. It ensures that everything gets set up correctly from the very beginning
  3. You get the opportunity to solve all your real-world issues during class
We finish three main reports the first day:
  • Baseline Trial Balance
  • Summary Balance Sheet
  • Departmental Income Statement

I created these examples using the demo database, but we definitely work on your data:

Baseline Trial Balance

Start learning Management Reporter with a simple Summary Trial Balance.

Management Reporter Balance Sheet

A Management Reporter designed Balance Sheet.

 

Departmental P&L

A Departmental P&L designed in Management Reporter.

While we work on creating these reports, I teach you best practices and things to watch out for.

It’s a lot to cover in one day (it’s a bootcamp!) but it lays a great foundation for working with Management Reporter.

BTW, it helps if you keep the class small. (A class of one is not unusual!)

Day Two. I usually do a second day as well. On Day Two we continue building custom reports and may get into calculating statistics, budget variance, trend January through December, quarter to date, forecasts, etc. What we cover depends on what you need. We also cover lots more tips, tricks and shortcuts to help you save time every day.

Day Three. I only teach a third day if the needs are complex or if there’s a large number to teach. Day Three is a continuation of Day Two—more custom reports and a more in-depth exchange of how to get the most out of this software.

Cost
Cost varies depending on where you’re located. If I can’t get a late flight back to Austin—for instance, if you’re in a rural area or west coast—then the cost is at the higher end of the range. Cost includes all travel.

  • One day is $2700-$2800
  • Two days are $4700-$4800
  • Three days are $6300-$6400
  • Four to five days merit custom pricing

If you’re in a hurry, I can sometimes arrive within a week for a one day course.

Hire an expert—that would be me!

Cheers…Jan

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