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You are here: Home / Management Reporter / Need to learn Management Reporter fast? Before year end close?

Need to learn Management Reporter fast? Before year end close?

December 22, 2015 By Jan Lenoir Harrigan CPA 2 Comments

dec31If you’ve already got Management Reporter, and need to learn it so you can use it to help close the year faster

I was furious. [For once, not at Microsoft!]

Frustrated and overwhelmed. By new software.

I was in over my head and just needed to get a few simple things done without reinventing the wheel.

What was I doing? I was trying to learn online course software so I could launch my new online course on Management Reporter.

I did get through it, but I have a new appreciation for learning anything in a hurry.

As it turns out, learning a few essential basics first is key to making sense of everything. 

Management Reporter Essentials—free

So when I launched my online course at Irreverent M-R, I made the first two modules FREE. In the first two modules, I show you the essential things to know about Management Reporter, as well as how to put together a trial balance:

essentials
The first two modules in my online course on Management Reporter are absolutely free.

This will get you going in the right direction. Don’t miss it.

To sign up, go to the course signup page, scroll down to Essentials, and click Join Now.

Recipes for Year End Reports

The rest of the modules in the course aren’t free, but they do contain “recipes” for specific reports.

Reports you can use for year end close.

For example, Module 4 has ten P&Ls, almost all using the same row definition. There’s a departmental P&L using a tree, a 12 month trend, a quarter end, a budget variance, a department list, and so on. And there’s a lesson on how to drill down to transaction detail:

module4
The lessons in the P&L module contain specific instructions and screenshots on how to create these reports in Management Reporter 2012.

These modules aren’t free, but they sure will save you some time.

There are a total of 9 modules covering balance sheets, cash flows, mistakes to avoid, timesavers, and other things in the “good to know” category.

For immediate access, head to the course signup, scroll down to the Whole Course and click Buy Now.

Lots more information

These reports come from my 20 years of consulting and teaching experience with M-R and its predecessor FRx.

Meant for use by consultants and end users on SL, GP and AX.

There’s lots more information on the course sign-up page. Yell if you have questions.

Cheers to your breezing through close! Jan

Filed Under: Management Reporter

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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:
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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 © 2025 Jan Lenoir Harrigan CPA · Protected by Copyscape Plagiarism Checker · Do Not Copy