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2-day Training Class: Financial Reporting with Management Reporter

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eBECS Swindon

Pavillion 2, South Marston Park

Stirling Road

South Marston Industrial Estate

SN3 4TN

United Kingdom

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Are you responsible for the generation of financial reports, either on a regular or ad hoc basis?

If so, join our 2-day Training Class and get fully up to speed on Financial Reporting with Management Reporter for Microsoft Dynamics AX and NAV. This is a real-time financial reporting application that allows you to easily create, generate, secure and publish financial statements such as profit and loss, balance sheets and cash flow reports.

In this shared training environment with your peers, you will learn best-practice on how to provide relevant and timely information across your business to those who need it most – with supreme confidence that the reports truly represent the underlying data in the ledgers.

For a special one-off cost of just £500, you will learn how to:

  • Combine report building blocks to define and generate regular reports

  • Quickly create and view ad hoc financial reports and supporting files

  • Apply techniques to produce the main accounting schedules – trial balance, profit and loss account and balance sheet

  • Understand organisational hierarchies, variance analysis and drilling-down from a summary level

  • Display Management Reporter reports in a web browser

  • Schedule regular single reports or groups of reports

  • Understand the Management Reporter database

Other topics include variance analysis, drilling from summary to detailed information, drill back to AX and financial consolidation.

This course is aimed at finance staff who have a responsibility to prepare and generate financial reports on a regular or ad hoc basis.

Detailed Agenda

Day 1 – 0900-1600 GMT

08.30 – 09.00 – Coffee
09.00 – 09.15 – Welcome and introduction
09.15 – 09.45 – Overview of Management Reporter
09.45 – 10.45 – Building Blocks
10.45 – 11.00 – Coffee Break
11.00 – 12.30 – Building Blocks (continued)
12.30 – 13.15 – Lunch
13.15 – 13.30 – Create a Trial Balance
13.30 – 13.45 – Create a Balance Sheet
13.45 – 15.00 – Create a Detailed Income Statement
15.00 – 15.15 – Coffee Break
15.15 – 16.00 – Create a Detailed Income Statement (continued)

Day 2 – 0900-1600 GMT

08.30 – 09.00 – Coffee
09.00 – 10.00 – Working with Reporting Trees
10.00 – 11.00 – Reporting Multiple Business Units
11.00 – 11.15 – Coffee Break
11.15 – 12.15 – Relational Reporting
12.15 – 13.15 – Variance Reporting
13.15 – 14.15 – Lunch
14.15 – 15.15 – Integration with Microsoft Excel
15.15 – 15.30 – Coffee Break
15.30 – 16.00 – Practical issues, Q&A, Course Sweep Up

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Date and Time

Location

eBECS Swindon

Pavillion 2, South Marston Park

Stirling Road

South Marston Industrial Estate

SN3 4TN

United Kingdom

View Map

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