www.socius1.com/gp2013 - See how to take your Financial Reports to the Next Level with Management Reporter for Microsoft Dynamics.

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