80255A: Report Design in Management Reporter 2.0 for Microsoft Dynamics ERP

80255A: Report Design in Management Reporter 2.0 for Microsoft Dynamics ERP Course Description

Duration: 2.00 days (16 hours)

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

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Contact us to customize this class with your own dates, times and location. You can also call 1-888-563-8266 or chat live with a Learning Consultant.

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Intended Audience for this 80255A: Report Design in Management Reporter 2.0 for Microsoft Dynamics ERP Course

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

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80255A: Report Design in Management Reporter 2.0 for Microsoft Dynamics ERP Course Objectives

  • » Explore the demonstration company 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 and 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 and Consolidation reports.
  • » Discover the power and flexibility of reporting trees to present financial results at the responsibility level (i.e. by dimensions)
  • » 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
  • » Design reports that support XBRL
  • » Use the Report Wizard to create reports

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80255A: Report Design in Management Reporter 2.0 for Microsoft Dynamics ERP Course Outline

      1. Module 1: Introduction and Overview
        1. Training Reports
        2. Building Blocks
      2. Module 2: Navigation
        1. Menu Bar
        2. Toolbars
        3. Navigation Pane
        4. Building Block Groups
      3. Module 3: Detailed Trial Balance
        1. Create a New Row Definition
        2. Create a New Column Definition
        3. Create a Trial Balance Report Definition
        4. View the Trial Balance
      4. Module 4: Detailed Income Statement
        1. Modify a Row Definition
        2. Modify a Report Definition
        3. Report Viewer
      5. Module 5: Working with Reporting Trees
        1. Two Level Dimension Based Reporting Trees
        2. Departmental Income Statement
        3. Reporting Tree Symbols
        4. Multilevel Reporting Trees
        5. Other Reporting Tree Options
      6. Module 6: Review Plus
        1. View the Demo Report Definitions
        2. Wildcards and Ranges
        3. Export and Import Building Blocks
      7. Module 7: Side by Side Reporting
        1. Divisional Income Statement
        2. Row Modifiers
        3. Unit Restrictions in the Row Definition
        4. Rotate the Building Blocks
      8. Module 8: Relational Reporting
        1. Define a BASEROW Column Definition
        2. Define a CBR Row
        3. Multiple CBR Rows
      9. Module 9: Variance Reporting
        1. Over/(Under) Variances
        2. Favorable/(Unfavorable) Variances
        3. Design Review
      10. Module 10: Balance Sheet Reporting
        1. Create a Balance Sheet Row Definition
        2. Create Balance Sheet Column Definitions
        3. Create the Report Definition
        4. Sample Balance Sheets
      11. Module 11: Statements of Cash Flow
        1. Sample Statement of Cash Flow
        2. Review the Cash Flow Building Blocks
        3. Generating the Statement of Cash Flow
        4. FASB Style Statement of Cash Flow
      12. Module 12: Consolidation Reporting
        1. Consolidation Overview
        2. Multi-Company Reporting Trees
        3. Consolidating Column Definitions
        4. Consolidating Row Definitions
        5. Consolidating Report Definition
        6. Sort Commands
        7. External Worksheet Linking
        8. Consolidating Balance Sheet with Separate Link
      13. Module 13: Report Output and Distribution
        1. Output Type
        2. Other Options and Exception Reports
        3. Report Viewer Distribution
      14. Module 14: Security
        1. Defining Users and Roles
        2. Working with Groups and Companies
        3. Report Viewer Security
        4. Generator Functionality
      15. Module 15: Maintenance
        1. Tools Menu Options
        2. Report Groups
      16. Module 16: Data Migration
        1. Migration Steps
      17. Module 17: XBRL
        1. XBRL Setup
        2. Row Definition for XBRL
        3. XBRL Column Definitions and Reporting Trees
        4. Review XBRL Output

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Skills Assessment

We ensure your success by asking all students to take a FREE Skill Assessment test. These short, instructor-written tests are an objective measure of your current skills that help us determine whether or not you will be able to meet your goals by attending this course at your current skill level. If we determine that you need additional preparation or training in order to gain the most value from this course, we will recommend cost-effective solutions that you can use to get ready for the course.

Our required skill-assessments ensure that:

  1. All students in the class are at a comparable skill level, so the class can run smoothly without beginners slowing down the class for everyone else.
  2. NetCom students enjoy one of the industry's highest success rates, and pass rates when a certification exam is involved.
  3. We stay committed to providing you real value. Again, your success is paramount; we will register you only if you have the skills to succeed.
This assessment is for your benefit and best taken without any preparation or reference materials, so your skills can be objectively measured.

Take your FREE Skill Assessment test »

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Award winning, world-class Instructors

Ramesh P.
Ramesh holds a Masters Degree in Computer Science with specialization in Information Security and is pursuing his Doctoral degree in IT from the University of South Australia (UniSA). He is a one of a kind trainer - he has been working in the IT field since 1995 and is an expert in C#, VB.NET, ASP.NET, Java/J2EE, PL/SQL, VB, ASP, and XML technologies. Ramesh also has extensive experience developing and implementing BizTalk and SharePoint in large corporations, as well as more than 10 years experience working with Oracle and SQL server/Sybase databases. With more than 19 certifications, Ramesh is an IT guru and trainer with worldwide experience, which includes presentations and trainings across US, Asia, and Middle East. He is a full time instructor at NetCom Learning and we couldn't be happier in having him as one of our Subject Matter Experts.
Charles W.
- Expert in Microsoft Office applications such as Excel, Word, PowerPoint, Outlook, Project, Visio, and Access as well as Adobe Graphic and Web Designer (InDesign, Acrobat, Photoshop, Illustrator, Dreamweaver and Flash Catalyst)
- Holds an A.A.S in Graphic Design as well as various Awards and Affiliations, including MCT, MCP, MCAS, and Office 2007 Master.
- Senior Lead Trainer for over 10 years.


Charles is a Technical Trainer & Instructional Designer for over 10 years. He is a Microsoft Certified Trainer and dedicates himself to Microsoft Office applications such as Excel, Word, PowerPoint, Outlook, Project, Visio, and Access. He is also an Adobe specialist and holds a degree in Graphic Design.

Charles is well known for his high evaluation scores, achieving 8.75 out of 9 on a regular basis, teaching in one-on-one, instructor-led, and web-based environments; one of the reasons for his high evaluation is his expertise in increasing personnel performance by developing and implementing programs constructed from the job task analysis process. Charles currently teaches Adobe Graphic and Web Designer, and Microsoft Office Specialist courses at NetCom Learning.
David H.
David is a hands-on, dynamic and experienced financial systems consultant with successful work history of implementing large scale ERP systems, managing and directly responsible for data migration, financial report validation and customization, end-user training, process documentation and automation. David has been a trainer for more 21 years.
Ginger M.
- Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University.
- Over 9 years of experience as a Master Certified Trainer. Expert in MS Dynamics GP Financials, Installation, HR/Payroll, Project Accounting, Inventory and Integration Manager.
- Project Manager to various MS Dynamics Great Plains implementations.


Ginger holds a Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University. Her career started as an Auditor for Deloitte & Touch and over the years she developed her passion for Microsoft Dynamics, implementing Dynamics GP and Project Cost in the Professional Services, Commercial Real Estate and Medical Facilities vertical markets.

Ginger's experience with Microsoft Dynamics is unparalleled. As a Certified Master Dynamics trainer, she stays abreast of the latest Dynamics modules and shares experience with a very hands-on training technique at NetCom Learning.
Lynn D.
- Over 25 years of experience working as Senior Financial Analyst and Senior Auditor.
- Professor of Graduate Management and Business School at the University of Phoenix since 2007.
- Microsoft Certifications in Financials, Trade & Logistics, Production and Human Resources Management as well as Microsoft Certified Trainer (MCT) since 2009.


Lynn is a very accomplished Senior Financial Analyst and Senior Auditor with over 25 years of experience. She has been a Microsoft Certified Trainer since 2009 and a Professor of Graduate Management and Business School at University of Phoenix since 2007. In addition to several other Microsoft certifications, she is also a specialist in Microsoft Dynamics AX.

Lynn has taught several Microsoft Dynamics AX courses at NetCom Learning and is described by her students as very knowledgeable, qualified, and patient with her approach. Her classes are very dynamic and energetic, just as the course per se.
Ronald C.
- Founder and Managing Partner of Guided Technology Inc. which provides Microsoft consulting expertise and educational services for corporate and government.
- At Guided Technology, Ron was responsible for creating a strategic roadmap for First Data Corporation.
- At New York City Department of Finance, as Senior Manager & Design Architect, Ron designed and implemented IBM Servers collecting $15 billion in tax revenue.

Ron has always enjoyed teaching and instructing others, whether in the installation process of software and hardware upgrades, or as working as the Head of Training for Valinor, a Microsoft Consulting Partner, where Ron managed the company's training centers and worked as a Senior Instructor (MCT).

In addition to working in the management level of the business and software consulting market for over 18 years, Ron also worked as a Surface Warfare Officer and Weapons Officer in the United States Navy, serving two tours of duty. He served aboard the USS Tuscaloosa from 1984 -1987, and participated in two Western Pacific Deployments.

Ron loves basketball and played on Trinity College's varsity basketball team for all four years of college.

Satish R.

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