Date post: | 07-Dec-2014 |
Category: |
Technology |
Upload: | sociuspartner |
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Taking Your Financial Reportsto the Next Level with Management Reporter
David MitzelTami Johnson
• Introduction• Report Creation 101• Advanced Topics• Q&A
Agenda
• Create new Income Statement• Insert GL accounts and descriptions – no
typing• Create column format• Create report tree• Trouble shoot report errors
Report Creation 101
Advanced Topics
Forecast Report
Base Period
Forecast Column Definition
• Print Control- Actual = - Budget =
• Header Format - Actual =
- Budget =
Forecast Column Definition
Cash Flow
Cash Flow Column
Cash Flow
Consolidation
Consolidation – Excel Data
Consolidation – Report Definition
Consolidation - Tree
Consolidation - Row