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Management Reporter—4 Ways to Learn

Need to learn Management Reporter quickly in order to create your monthly financial reporting package? Here are 4 ways:

1. Management Reporter Bootcamp—2 Days of  Onsite Training

In your office, I’ll teach you lots of Management Reporter tips, tricks and best practices while we knock out as many of your monthend reports as possible. We usually finish at least 5 or 6 (and discuss many more). Cost is usually $4800 including all travel expense.

2. Management Reporter Virtual Bootcamp—1 Day Remote Training

Via a web meeting, I’ll teach you as much as much about MR as I possibly can in 1 day. I’ll do the hands on while you watch, learn, and help with account mapping issues. I’ll finish your monthend balance sheet and income statement as well as a trial balance.

3. Management Reporter Overview Training—Remote

This is a private 3 or 4 hour course conducted on a demo database via a web meeting. I’ll give you an overview of the report design process in MR. At the start of the call, I’ll ask about your account structure and then discuss how your account structure would apply to different reports. You can ask as many questions as you want, when you want. I cover a trial balance, balance sheet and income statement. You can add an additional hour if you want more questions answered. Cost is $600 (3 hours) to $800 (4 hours) payable by credit card.

4. Management Reporter Self-Study Training Guides

I wrote these 2 manuals. Each is a downloadable PDF that you can use to walk through your demo database. Compared to trying to figure out MR on your own, this is a great way to learn. Cost is much less—$180 for the first and $185 for the second but at the end of the day, you’ll still need to apply what you’ve learned and start creating financials on your own.

PS. I’ve been known to spend 3 or 4 days onsite training. Usually these companies have tough reporting requirements and lots of users with varying levels of MR experience.

"I'll teach you the simplest & fastest way to use M-R and still wind up with accurate reports."

Search—try this 1st!

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About

Hey! I'm a CPA and I specialize in Management Reporter and FRx. [Sometimes with a side of snark.] I've been doing this for 22 years (yikes). But when I'm not working I can be found reveling in live music & pizza trailers at home in Austin Texas! —Jan Lenoir Harrigan More

Learn Management Reporter

Why fight with Microsoft's manual? Life is too short as it is.

My first manual—4 foundation reports:
covers-i-2d
My second manual—12 more reports:
covers-ii-2d
My third (and hopefully last) manual—cashflow:
covers-iii-2d

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All Hat, No Cattle?

Watch out—a few unscrupulous consultants are lifting copyrighted original content from several sites, this one included, and passing it off as their own. I'm hacked off and I don't mind naming names. Bottom line—be very careful about whom you hire!

"If you think it's expensive to hire a professional to do the job, wait until you hire an amateur."
—Red Adair

Who I Work With

I work with zillions of companies who run Dynamics GP, AX and SL.

And lots of other consultants.

So I work with accountants who need accurate financials to help close the books. Not to mention present to the Board.

I don't sell or install MR. [How smart am I?]

FRx is Toast

FRx is toast—and I hope you're getting rid of it soon—but just in case someone still needs to learn it:

  • FRx in 8 Hours—Introduction 
  • FRx in 8 Hours—Intermediate

BTW, if you're on Dynamics, you can migrate to MR, but you should know there are other options. Choose what's best for you.

New to MR?

Here are 3 essentials to know before you start.

Background—back in the day, FRx was a famous midmarket report writer from a small agile company in Colorado. Then it got acquired. [Sigh]

Now it's owned by Microsoft. They rewrote it and rebranded it Management Reporter.

The two are very much alike and much of the FRx content here also applies to MR.

Copyright © 2026 Jan Lenoir Harrigan CPA · Protected by Copyscape Plagiarism Checker · Do Not Copy