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Management Reporter Bootcamp

Need training on Management Reporter?

This bootcamp is Management Reporter classroom training in person, in your office, on your own data. I think the best way to learn Management Reporter is to use it to create your own financials. We work together to create your financials while I teach you how to use MR.

This bootcamp has 3 advantages over traditional classroom training on a demo database:

  1. It drastically reduces the time spent creating a finished financial package
  2. It ensures that everything gets set up correctly from the very beginning
  3. You get the opportunity to solve all your real-world issues during class

We finish three main reports the first day:

  • Baseline Trial Balance
  • Summary Balance Sheet
  • Departmental Income Statement

I created these examples using the demo database, but we definitely work on your data.

While we work on creating these reports, I teach you best practices and things to watch out for.

It’s a lot to cover in one day—it’s a bootcamp!—but it lays a great foundation for working with Management Reporter.

BTW, it helps if you keep the class small.

Day Two. On Day Two we continue building custom reports and may get into calculating statistics, budget variance, trend January through December, quarter to date, forecasts, etc. What we cover depends on what you need. We also cover lots more tips, tricks and shortcuts to help you save time every day.

Day Three. I only teach a third day if the needs are complex or if there is a large number to teach. Day Three is a continuation of Day Two—more custom reports and a more in-depth exchange of how to get the most out of this software.

Cost
Cost varies depending on where you’re located. If I can’t get a late flight back to Austin—for instance, if you’re in a rural area or west coast—then the cost is at the higher end of the range. Cost includes all travel.

  • Two days $4,800-$5,000
  • Three days are $6,400-$6,600
  • Four to five days merit custom pricing

Need Management Reporter training? Hire an expert—that would be me!

Cheers—Jan

"I'll teach you the simplest & fastest way to use M-R and still wind up with accurate reports."

Search—try this 1st!

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About

Hey! I'm a CPA and I specialize in Management Reporter and FRx. [Sometimes with a side of snark.] I've been doing this for 22 years (yikes). But when I'm not working I can be found reveling in live music & pizza trailers at home in Austin Texas! —Jan Lenoir Harrigan More

Learn Management Reporter

Why fight with Microsoft's manual? Life is too short as it is.

My first manual—4 foundation reports:
covers-i-2d
My second manual—12 more reports:
covers-ii-2d
My third (and hopefully last) manual—cashflow:
covers-iii-2d

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All Hat, No Cattle?

Watch out—a few unscrupulous consultants are lifting copyrighted original content from several sites, this one included, and passing it off as their own. I'm hacked off and I don't mind naming names. Bottom line—be very careful about whom you hire!

"If you think it's expensive to hire a professional to do the job, wait until you hire an amateur."
—Red Adair

Who I Work With

I work with zillions of companies who run Dynamics GP, AX and SL.

And lots of other consultants.

So I work with accountants who need accurate financials to help close the books. Not to mention present to the Board.

I don't sell or install MR. [How smart am I?]

FRx is Toast

FRx is toast—and I hope you're getting rid of it soon—but just in case someone still needs to learn it:

  • FRx in 8 Hours—Introduction 
  • FRx in 8 Hours—Intermediate

BTW, if you're on Dynamics, you can migrate to MR, but you should know there are other options. Choose what's best for you.

New to MR?

Here are 3 essentials to know before you start.

Background—back in the day, FRx was a famous midmarket report writer from a small agile company in Colorado. Then it got acquired. [Sigh]

Now it's owned by Microsoft. They rewrote it and rebranded it Management Reporter.

The two are very much alike and much of the FRx content here also applies to MR.

Copyright © 2025 Jan Lenoir Harrigan CPA · Protected by Copyscape Plagiarism Checker · Do Not Copy