Dynamics GP Training Course

Dynamics GP - Management Reporter Essential Techniques

Course Content

This course is designed to introduce Microsoft Dynamics GP users to the basic concepts of Management Reporter Designer. Attendees will learn how to use the features of Management Reporter to create various financial reports.
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Overview

• What is Management Reporter?
• Types of reports?
• Management Reporter Concepts
• Control Panel and Navigating

Basic Report Design

• Row Format Creation
• Column Layout Creation
• Time period selection

Reporting Trees

• Using default tree from chart of accounts
• Segment hierarchy
• Limiting segment ranges
• Adding custom units
• Virtual reporting units

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Report Catalog – defining, generating and viewing

• Specify Building blocks
• Report Date
• Zero and blank row display options
• Detail viewing using Drilldown
• Headers and Footers
• Rounding
• Exception reports
• Controlling tree units

Printing and exporting Reports

• From Drilldown viewer
• Print immediately from catalog
• Exporting report data to Excel

Distributing reports via email

• From Drilldown Viewer
• From Catalog
• Controlling which tree unit reports are sent to each recipient

Course price: £300  Inc VAT

See dates & book

Training Format: Instructor Led
Times: 10:00am to 4.00pm
Location: ISC Software, Cambridgeshire, UK

Customised Training
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