Update: Hey you guys—big changes! I’ve taken the content from my three Management Reporter training manuals, reorganized it, put it all online in a course, and lowered the price. Learn more at my new site Irreverent M-R. And save an additional 20 bucks through August 31, 2015. Cheers! Jan
Need to learn Microsoft’s Management Reporter?
Get a grip on Management Reporter in an afternoon with my self-study training manual.
Learning to use MR the right way on your own can take many hours, if not 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 downloadable 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.
Creating Reports in Management Reporter I—How to Create 4 Foundation Reports is an in-depth in-color self-study training manual that walks you through report creation using annotated screenshots.
Second edition—updated in April 2013 through Management Reporter 2012 Rollup 2 plus an Addendum for three significant Rollup 5 changes
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 2012 financial reportwriting by learning how to build these 4 reports:
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Trial Balance
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Balance Sheet
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Income Statement
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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
- new Drill to Dynamics
- using the report viewer
- what to do when a report is out of balance
- optimal report definition settings
- efficient navigation
- ensuring accuracy
- exporting to Excel
- generating and scheduling multiple reports
- the most common mistake beginners make
- and lots more
Audience: Consultants and end users—both accounting and IT
Version: I used Microsoft Management Reporter 2012 Rollup 2 using the GP 2010 Data Provider
What if you’re not using GP? It’s ok—the Management Reporter interface is the same for AX and SL and NAV. Your demo data will differ, but I’ll show you exactly how to ensure that your reports are correct.
Prerequisites: None
Advance Preparation: None, but it would be really great to have MR installed
iPad: Yes—it looks gorgeous on my iPad
Format: Downloadable PDF, so you can get started immediately
Length: 213 pages
Money Back Guarantee: Yes, absolutely
Sample Pages and Table of Contents
Cost: $180—if you’re in Texas, the cart adds 8.25% sales tax
Update on August 18, 2015: I’m no longer selling downloads of training manuals—see my new online course instead!
Seriously, wouldn’t you like to relax in a hammock with your laptop or tablet while learning Management Reporter?
“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
P.S. I’ve written a second manual as well. It covers Management Reporter 2012 Rollup 4. Creating Reports in Management Reporter II—Step by Step Instructions on a Dozen More Reports covers 12 more step-by-step reports plus a chapter on the top 20 tips, tricks and techniques, a chapter on using dimensions effectively, and 3 distribution options including the Web Viewer.
P.S. Just finished a third manual, this one on cashflow, everyone’s nightmare. I make it simple. Creating Reports in Management Reporter III — How to Create 1 Cash Flow Statement With 3 Variations and Optional Link to Excel