{"id":1487,"date":"2018-08-15T09:32:24","date_gmt":"2018-08-15T13:32:24","guid":{"rendered":"https:\/\/cssi.com\/?p=1487"},"modified":"2021-01-28T17:55:46","modified_gmt":"2021-01-28T17:55:46","slug":"dynamicsgp-management-reporter-webinar","status":"publish","type":"post","link":"https:\/\/cssi.com\/gp\/2018\/08\/15\/dynamicsgp-management-reporter-webinar\/","title":{"rendered":"Dynamics GP Management Reporter for Beginners Tutorial"},"content":{"rendered":"<p><a href=\"https:\/\/cssi.com\/gp\/capabilities\/management-reporter\/\"><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">Management<\/span><\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\"> Reporter<\/span><\/span><\/a><span data-slate-leaf=\"true\"> is a powerful interactive <\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 iOyhdl highlight--variant\">financial <\/span><\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 iOyhdl highlight--variant\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">reporting<\/span><\/span><\/span><span data-slate-leaf=\"true\"> tool used with <\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 iOyhdl highlight--variant\">Microsoft <\/span><\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 iOyhdl highlight--variant\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">Dynamics GP<\/span><\/span><\/span><span data-slate-leaf=\"true\"> and other ERP systems. <\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">Management<\/span><\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\"> Reporter<\/span><\/span><span data-slate-leaf=\"true\"> allows Controllers, Accountants, and other Finance team members to create custom reports without the help of their IT team. Ease of use, native Active Directory <\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">integration<\/span><\/span><span data-slate-leaf=\"true\">, and scalability are just a few of the reasons why <\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">Management<\/span><\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\"> Reporter<\/span><\/span><span data-slate-leaf=\"true\"> is a great <\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">reporting<\/span><\/span><span data-slate-leaf=\"true\"> and <\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">financial statement<\/span><\/span><span data-slate-leaf=\"true\" data-slate-fragment=\"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\"> tool.<\/span><\/p>\n<p><span data-slate-leaf=\"true\">In this recorded webinar, the CSSI Technologies GP team provides a tutorial on <\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">Dynamics GP<\/span><\/span> <span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">Management<\/span><\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\"> Reporter<\/span><\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\"> tutorial<\/span><\/span><span data-slate-leaf=\"true\"> for beginners. This is part 1 of a 2 part series (see part 2 here &#8211;<a href=\"https:\/\/cssi.com\/gp\/2019\/04\/29\/webinar-dynamics-gp-intermediate-management-reporter\/\"> Intermediate <\/a><\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">Management<\/span><\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\"> Reporter<\/span><\/span><span data-slate-leaf=\"true\" data-slate-fragment=\"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\"> Tutorial).<\/span><\/p>\n<p><iframe title=\"GP Webinar - Management Reporter for Beginners\" width=\"500\" height=\"281\" data-src=\"https:\/\/www.youtube.com\/embed\/lcES1xEZWn8?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" class=\"lazyload\" data-load-mode=\"1\"><\/iframe><\/p>\n<p data-slate-node=\"element\"><span data-slate-node=\"text\">This <strong><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">Dynamics GP<\/span> <span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">Management<\/span><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\"> Reporter<\/span><\/strong><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\"> tutorial<\/span> includes:<\/span><\/p>\n<ul data-slate-node=\"element\" data-slate-fragment=\"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\">\n<li data-slate-node=\"element\"><span data-slate-node=\"text\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">Management<\/span><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\"> Reporter<\/span> overview<\/span><\/li>\n<li data-slate-node=\"element\"><span data-slate-node=\"text\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">Report<\/span> structure &#8211; <span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">report<\/span><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\"> definition<\/span> and how to build a <span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">report<\/span><\/span><\/li>\n<li data-slate-node=\"element\"><span data-slate-node=\"text\">Running reports &#8211; sample <span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">report<\/span> outputs, and how to export reports to <span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">Microsoft Excel<\/span><\/span><\/li>\n<\/ul>\n<p data-slate-node=\"element\"><span data-slate-node=\"text\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">Management<\/span><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\"> Reporter<\/span> can be used as a <span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">report<\/span><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\"> designer<\/span> for many different types of <span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">financial <\/span><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">data<\/span> reports:<\/span><\/p>\n<ul data-slate-node=\"element\" data-slate-fragment=\"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\">\n<li data-slate-node=\"element\"><span data-slate-node=\"text\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">Income Statement<\/span><\/span><\/li>\n<li data-slate-node=\"element\"><span data-slate-node=\"text\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">Balance Sheet<\/span><\/span><\/li>\n<li data-slate-node=\"element\"><span data-slate-node=\"text\"><span class=\"getHighlights__Term-sc-1s71y2o-0 iOyhdl highlight--variant\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">Cash Flow<\/span><\/span><span class=\"getHighlights__Term-sc-1s71y2o-0 iOyhdl highlight--variant\"> Statement<\/span><\/span><\/li>\n<li data-slate-node=\"element\"><span data-slate-node=\"text\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">General Ledger<\/span><\/span><\/li>\n<\/ul>\n<p>Ready to move on to the second webinar in this series: Did you miss the first webinar in this series, <a href=\"https:\/\/cssi.com\/gp\/2019\/04\/29\/webinar-dynamics-gp-intermediate-management-reporter\/\"><strong>GP Intermediate Management Reporter Tutorial<\/strong>? Click here to view<\/a>.<\/p>\n<p>CSSI can support you with <a href=\"https:\/\/cssi.com\/gp\/service\/dashboard-report-development\/\">report creation and training<\/a> using Management Reporter, Power BI, and SSRS (SQL Server Reporting Services) and other tools.\u00a0<strong>Interested to learn how CSSI Technologies can help to support your Dynamics GP usage, or to learn about future webinars? Contact us:<\/strong><br data-rich-text-line-break=\"true\" \/><script type=\"text\/javascript\">\n\/* <![CDATA[ *\/\nvar gform;gform||(document.addEventListener(\"gform_main_scripts_loaded\",function(){gform.scriptsLoaded=!0}),document.addEventListener(\"gform\/theme\/scripts_loaded\",function(){gform.themeScriptsLoaded=!0}),window.addEventListener(\"DOMContentLoaded\",function(){gform.domLoaded=!0}),gform={domLoaded:!1,scriptsLoaded:!1,themeScriptsLoaded:!1,isFormEditor:()=>\"function\"==typeof InitializeEditor,callIfLoaded:function(o){return!(!gform.domLoaded||!gform.scriptsLoaded||!gform.themeScriptsLoaded&&!gform.isFormEditor()||(gform.isFormEditor()&&console.warn(\"The use of gform.initializeOnLoaded() is deprecated in the form editor context and will be removed in Gravity Forms 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target='gform_ajax_frame_2' id='gform_2' class='label-hidden center-button' action='\/gp\/wp-json\/wp\/v2\/posts\/1487#gf_2' data-formid='2' novalidate>\n                        <div class='gform-body gform_body'><ul id='gform_fields_2' class='gform_fields top_label form_sublabel_below description_below validation_below'><li id=\"field_2_16\" class=\"gfield gfield--type-honeypot gform_validation_container field_sublabel_below gfield--has-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_2_16'>Phone<\/label><div class='ginput_container'><input name='input_16' id='input_2_16' type='text' value='' autocomplete='new-password'\/><\/div><div class='gfield_description' id='gfield_description_2_16'>This field is for validation purposes and should be left unchanged.<\/div><\/li><li id=\"field_2_12\" class=\"gfield gfield--type-name gfield--width-full field_sublabel_hidden_label gfield--no-description field_description_below hidden_label field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label gfield_label_before_complex' >Name<\/label><div class='ginput_complex ginput_container ginput_container--name no_prefix has_first_name no_middle_name has_last_name no_suffix gf_name_has_2 ginput_container_name gform-grid-row' id='input_2_12'>\n                            \n                            <span id='input_2_12_3_container' class='name_first gform-grid-col gform-grid-col--size-auto' >\n                                                    <input type='text' name='input_12.3' id='input_2_12_3' value=''   aria-required='false'   placeholder='First Name'  \/>\n                                                    <label for='input_2_12_3' class='gform-field-label gform-field-label--type-sub hidden_sub_label screen-reader-text'>First<\/label>\n                                                <\/span>\n                            \n                      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