Dynamics GP - Management Reporter Essential Techniques

Dynamics GP Training 

NEXT TRAINING DATE : Thursday 14th November 2019

Registration: 9.30 AM
Start: 10 AM
Lunch: 12-12.30 PM
Ends: 4.00 PM

Training Location:
ISC Software, 3 Clare Hall, St Ives Business Park , Parsons Green, St. Ives, Cambridgeshire. PE27 4WY  UNITED KINGDOM ​

​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 Definition Creation
• Column Definition Creation
• Time period selection

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

Report Definitions – 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

Managing the Report Library
• Creating a report library structure
• Maintaining report library permissions
• Managing report versions

Printing and exporting Reports
• From Report Viewer
• From Web Client
• Exporting report data to Excel

Distributing reports via email
• From Report Viewer
• From Web Client

Report Groups and Schedules
• Create report groups
• Create report schedules