Target group

  • (Implementation) consultants with domain specialization financial
  • Technical consultants who want to build financial reports
  • Core users with focus area financial
  • Financial employees who want to be able to create their own financial reports in Management Reporter

Description

The basic principles for building financial reports with Management Reporter will be explained hands on. You also apply the basic principles for creating financial reports yourself and get insight into the additional functionalities Management Reporter offers. There is practiced during the training on a Dynamics365 FO environment, this is largely similar to Management Reporter in AX2012. The training highlights the differences between the two versions.

Preliminary Knowledge

The level of the Microsoft Dynamics 365 Operations Finance I (DO-FF1).

Basic knowledge of financial processes and concepts (explained in workshop Finance, how and what?)

Contents

  • Introduction
  • Components Management Reporter
  • Building blocks Management Reporter
  • General ledger and financial dimension reports
  • Budget and budget vs actuals reports
  • Consolidation and elimination reports
  • Additional options