• Overview
• Outline
• Schedule

About This Course

This two-day instructor-led course provides students with the knowledge and skills to build basic and advanced financial statements using Management Reporter.

Audience Profile

This course is intended for partners, end users, IT professionals or accounting professionals who build and maintain the organization's financial reporting package.

Prerequites

Before attending this course, it is recommended that students have:

• General knowledge of the Windows operating system
• Basic knowledge of accounting principles and procedures
• Prior knowledge in building financial statements

At Course Completion

After completing this course, students will be able to:

• Explore the demonstration entity and sample reports
• Export the sample reports as a template for their own report design
• Design basic report building blocks in Report Designer including:
• Row definitions Column definitions Reporting tree definitions
• Associate the building blocks in a variety of report definitions including:
• Trial Balance reports Income Statements Variance reports Balance Sheets Statements of Cash Flow Consolidation reports
• Discover the power and flexibility of reporting trees to present financial results at the responsibility level (i.e. by accounting segment or dimension and combinations thereof)
• Apply worksheet linking to report on data maintained in Microsoft Office Excel
• Use report output and distribution options including Report Viewer
• Implement security including customized roles, groups, and users