The document outlines a presentation on enhancing financial reports using Management Reporter, covering topics such as basic report creation, advanced report functionalities, and troubleshooting. Key components discussed include income statements, column formatting, cash flow reports, and data consolidation techniques. The session concludes with a Q&A segment and contact information for the presenters.

1. Taking Your Financial Reports
to the Next Level with
Management Reporter
David Mitzel
Tami Johnson

2. Agenda
•
•
•
•
Introduction
Report Creation 101
Advanced Topics
Q&A

3. Report Creation 101
• Create new Income Statement
• Insert GL accounts and descriptions – no
typing
• Create column format
• Create report tree
• Trouble shoot report errors

4. Advanced Topics

5. Forecast Report
Base Period

6. Forecast Column Definition

7. Forecast Column Definition
• Print Control
- Actual =
- Budget =
• Header Format
- Actual =
- Budget =

8. Cash Flow

9. Cash Flow Column

10. Cash Flow

11. Consolidation

12. Consolidation – Excel Data

13. Consolidation – Report Definition

14. Consolidation - Tree

15. Consolidation - Row

16. Thank You!
• Q&A
• CPE
David Mitzel – dmitzel@socius1.com
Tami Johnson – tjohnson@socius1.com