Management Reporter

Management Reporter is a financial reporting and analysis application to replace FRx Financial Reporting.  Management Reporter retains many elements of FRx but is built on SQL architecture that provides greater scalability and reliability for customers.  This class is designed for individuals who create, modify, secure and publish financial management reports.

Microsoft FRx customers making the transition to Management Reporter will experience a variety of new features including the following: Direct integration to the Microsoft Dynamics GP general ledger; Enhanced presentation capabilities; Drill-down capabilities; Enhanced XBRL capabilities; Reusable building blocks; A Report Library

  • Introduction and Overview
  • Management Reporter Navigation
    • Objectives
    • Introduction
    • Menu Bar
    • Toolbars
    • Navigation Pane
    • View Pane
    • Building Block Groups
  • Detailed Trial Balance
    • Create a New Row Definition
    • Create a New Column Definition
    • Create Trial Balance Report Definition
    • View the Trial Balance
  • Detailed Income Statement
    • Modify a Row Definition
    • Modify a Report Definition
    • Report Viewer
  • Working with Reporting Trees
    • Two Level Dimension Based Reporting Trees
    • Departmental Income Statement
    • Reporting Tree Symbols
    • Multilevel Reporting Trees
    • Other Reporting Tree Options
  • Review Plus
    • View the Demo Report Definitions
    • Wildcards and Ranges
    • Export and Import Building Blocks
  • Side by Side Reporting
    • Divisional Income Statement
    • Row Modifiers
    • Unit Restrictions in the Row Definition
    • Rotate the Building Blocks
  • Relational Reporting
    • Define a BASEROW Column Definition
    • Define a CBR Row
    • Multiple CBR Rows
  • Variance Reporting
    • Over/(Under) Variances
    • Favorable/(Unfavorable) Variances
    • Design Review
  • Balance Sheet Reporting
    • Create a Balance Sheet Row Definition
    • Create Balance Sheet Column Definitions
    • Create the Report Definition
    • Sample Balance Sheets
  • Statements of Cash Flow
    • Sample Statement of Cash Flow
    • Review the Cash Flow Building Blocks
    • Generating the Statement of Cash Flow
    • FASB Style Statement of Cash Flow
  • Consolidation Reporting
    • Consolidation Overview
    • Multi-Company Reporting Trees
    • Consolidating Column Definitions
    • Consolidating Row Definitions
    • Consolidating Report Definition
    • Sort Commands
    • External Worksheet Linking
    • Consolidating Balance Sheet with Separate Link
  • Report Output and Distribution
    • Output Type
    • Other Options and Exception Report
    • Report Viewer Distribution
  • Security
    • Defining Users and Roles
    • Working with Groups and Companies
    • Report Viewer Security
    • Generator Functionality
  • Maintenance
    • Tools Menu Options
    • Report Groups
  • Data Migration
    • Migration Steps
  • XBRL
    • XBRL Overview
    • XBRL Setup
    • Row Definition for XBRL
    • XBRL Column Definitions and Reporting Trees
    • Review XBRL Output

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