Module 1: Demonstration

This module introduces PerformancePoint 2007 Management Reporter and briefly looks at how it connects to the source general ledger system. In addition, students generate a pre-defined sample report in Report Designer and review its contents in Report Viewer. The associated building blocks are then explored in Report Designer.

Lessons

• Welcome
• Demo Reports
• Building Blocks

After completing this module, students will be able to:

Module 2: Navigation

In this module each of the primary components of the user interface is explored. In addition, students define a new building block group that stores the reports, rows, columns, and reporting trees created during the training.

Lessons

• Menu Bar
• Toolbars
• Navigation Pane
• View Pane
• Building Block Groups

After completing this module, students will be able to:

Module 3: Detailed Trial Balance

This module explains how to create the row, column, and report definition, then save and generate the report in Report Designer. The report is then reviewed using drill down to transaction level in the Report Viewer.

Lessons

• Create a New Row Definition
• Create a New Column Definition
• Create a Trial Balance Report Definition
• View the Trial Balance

After completing this module, students will be able to:

Module 4: Detailed Income Statement

This module explains how to design a detailed income statement that reports monthly and year to date results. Students start with the detailed trial balance row definition, and then modify it adding headers, underscores, and sub-totals. When students define the report definition, the completed income statement row definition is associated with the existing current and year to date column definition, and then report headers, font styles, and rounding options are selected. This module also examines adding customized folders to the Report Library in Report Viewer.

Lessons

• Modify a Row Definition
• Modify a Report Definition
• Customize the Display in Report Viewer

After completing this module, students will be able to:

Module 5: Working with Trees

This module introduces how to build and maintain a reporting tree, an optional building block in basic report designs. Reporting trees allow users to define reports based on responsibility centers within the organization and create rollups that are independent of the chart of accounts.

Lessons

• Two Level Segment Based Reporting Trees
• Departmental Income Statement
• Reporting Tree Symbols
• Multi Level Reporting Trees
• Other Reporting Tree Options
• Reporting Trees in Dimension based Systems

After completing this module, students will be able to:

Module 6: Review Plus

This module explores the sample reports and associated building blocks included in the demonstration data, introducing valuable design tips and tricks. The export and import functions are then used to move a sample report and its building blocks into the files used for an upcoming training exercise.

Lessons

• View the Demo Report Definitions
• Wildcards and Ranges
• Export and Import Building Blocks

After completing this module, students will be able to:

Module 7: Side by Side Reporting

This module explains two methods for filtering data into columns: the account filter and the reporting unit. The account filter method is based on accounts or dimensions, while in the reporting unit method, data in the column definition is related to units in a reporting tree. Row filtering is also introduced by using the related units function in the row definition.

Lessons

• Divisional Income Statement
• Row Modifiers
• Unit Restrictions in the Row Definition
• Rotate the Building Blocks

After completing this module, students will be able to:

Module 8: Relational Reporting

This module explains the use of both single and multiple base row format codes in the row definition and how to define a column calculation that reports data in relationship to the base row (s).

Lessons

• Define a CBR Column Definition
• Define a CBR Row Definition
• Multiple CBR Rows

After completing this module, students will be able to:

Module 9: Variance Reporting

This module explains how to design column definitions that report on two common types of variance presentations: over/(under) and favorable/(unfavorable). The XCR print control is introduced to support favorable/(unfavorable) variances when the type of account being reported needs to be considered (i.e. income versus expense accounts).

Lessons

• Over/(Under) Variances
• Favorable/(Unfavorable) Variances
• Design Review

After completing this module, students will be able to:

Module 10: Balance Sheet Reporting

This module looks at how to define a row definition that presents all general ledger accounts in a balance sheet style report. The effect of rounding and how to account for it in the report design is also introduced. Two balance sheet presentations are designed through the column definition: year to date and current year to date compared to prior year end results.

Lessons

• Create a Balance Sheet Row Definition
• Create a Balance Sheet Column Definition
• Create the Report Definition
• Sample Balance Sheets

After completing this module, students will be able to:

Module 11: Statements of Cash Flow

In this module of training, students begin by reviewing a sample cash flow report. Additionally, the training shows how to fine tune a basic cash flow