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Contact Cathy McDonald at (248) 489-0707 to register offline or register by email.

Financial Report Writers, Management Reporter & FRx: Design Essentials | Forecaster

Dynamics GP Classes | Dynamics SL Classes | Dynamics CRM Classes

Financial Report Writer Training Classes

Management Reporter Design Essentials Day I

Cost: $800 first attendee; $750 each additional

Regularly Scheduled One Day Class

 

Ccourse covers the basic report design skills you need to create, maintain and distribute presentation quality reports using Microsoft Management Reporter. Topics also include:

  • basic foundational skills

  • complex calculations

  • drag and drop reorganization

  • rounding adjustments and account sets

  • report distribution options.

 

Management Reporter Design Essentials Day II

Cost: $800 first attendee; $750 each additional

Regularly Scheduled One Day Class

 

The Management Reporter Design Essentials - II course builds on the basic report design skills learned in Report Design Essentials - I. Using Microsoft Management Reporter you learn:

  • advanced report design including linking to external worksheet data

  •  linking row formats

  • multi company consolidations

  • currency translation reporting

  • cash flow..

 

FRx Report Writer Design Essentials Training Class Day I

Cost: $750 first attendee; $700 each additional

Regularly Scheduled One Day Class


Course Topics:

  • Understand terminology specific to FRx

  • Company setup and maintenance

  • Setup and maintain row definitions

  • Setup and maintain column definitions

  • Setup and maintain reporting trees

  • Setup and maintain report catalogs

  • Summary and transactional reporting

  • Report distribution options

  • Troubleshooting reports

  • Drilldown viewer

  • Report Launcher

  • Report Manager

  • FRx security

 

FRx Report Writer Design Essentials Training Class Day II

Cost: $750 first attendee; $700 each additional

Regularly Scheduled One Day Class, Essentials Day I Prerequisite

 

Course Topics:

  • Linking to external worksheets

  • Account segments and using full vs multiple segments

  • Rotate building blocks

  • Creating a Statement of cash flows

  • Allocations

  • Row linking

  • Relational Reporting

  • Effective Dates

  • Advanced calculations

  • Additional formatting concepts

  • Consolidations

  • OLAP Output

  • Currency translation

  • Troubleshooting reports

Classroom Training Information:

  • All Microsoft Dynamics GP, SL, and CRM training classes are held in our Farmington Hills, Michigan Training Facility unless special arrangements are made to be held at a client location or a New Horizons Computer Learning Center.

  • All Microsoft Dynamics GP, SL, and CRM classes are one day unless otherwise noted and in our Farmington Hills, Michigan Training Facility .

  • Classes begin at 8:30 am and end at 4:30 pm (Crystal ends at 5:30 pm).  There is a lunch break between 12:00 pm and 1:15 pm.  Participants are responsible for their own lunch. A list of restaurants in close proximity to our Farmington Hills, Michigan Training Facility will be provided.

  • Attire is business casual.  Please dress comfortably.

  • Pre-registration and prepayment are required to confirm your enrollment.

  • Computers, training workbooks and light refreshments are provided for all classes in our Farmington Hills, Michigan Training Facility.

  • We reserve the right to cancel or reschedule classes that fail to meet the 3 person minimum enrollment.

  • Microsoft Dynamics GP, SL, and CRM course fees are refundable up to one week prior to the date of the course.

  • Cancellations received less than one week prior to a scheduled Microsoft Dynamics GP, SL, and CRM class will be subject to a 50% cancellation fee.

  • Confirmed registrants who cancel less than 48 hours prior to the Microsoft Dynamics GP, SL, and CRM course date will receive no refund of prepaid fees, but may reschedule to an alternate class time.

 

 
 
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