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Course Level: Basic - No prerequisite required
Course Preparation: None Delivery Method: Group Live Recommended CPE credits: 7 Field of Study: Information & Technology |
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Class details:
Management Reporter is a financial reporting and analysis application to replace FRx Financial Reporting. Management Reporter retains many elements of FRx but is built on SQL architecture that provides greater scalability and reliability for customers. This class is designed for individuals who create, modify secure and publish financial management reports.
Learning objectives
- Introduce accessing Management Reporter
- Explore Management Reporter capabilities
- Review the building blocks of Management Reporter
Class topics include:
- Integration to the Microsoft Dynamics GP general ledger and the Data Mart.
- Report Design using building blocks. Row, Column and Tree definitions can be mixed and matched to produce a wide variety of reports.
- Report distribution via the Report Library and the web client so that reports are available to those who need them in a secure fashion.
Registry Statement – InterDyn Artis is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors thorough its web site: www.nasbaregistry.org.
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Training Class Administrative Policies Record Retention Policy – It is the policy of InterDyn Artis that its attendee records be retained for a minimum of 5 years so long as they are required to be retained by the National Association of State Boards of Accountancy. In furtherance of this policy, InterDyn Artis has adopted the required documentation elements and the following principles and procedures for its Record Retention Program, which shall be strictly observed by InterDyn Artis, its officers, Executive Board and staff members.
Course Update Policy – It is the policy of InterDyn Artis that all content will be reviewed by qualified persons other than the course developer, in order to assure the online courses are accurate, timely, and consistent with currently accepted standards relating to the pertinent subject matter(s). All InterDyn Artis courses will be reviewed and revised, as appropriate, on an annual basis. During each review, InterDyn Artis staff will check technical accuracy, timeliness, and sufficiency to achieve the stated learning objectives. In addition, course evaluations will be reviewed each quarter to assess program effectiveness, and all appropriate changes will be made that are necessary to enhance online education program effectiveness. Complaint Resolution Policy – Any complaints regarding InterDyn Artis should be submitted in writing to Supervisor of Record Retention on premises. Our office staff will address any complaint in a timely fashion – within 14 working days. If this is not possible, we will always write to you within one week to provide you with:
Cancellation Policy – Classes are subject to cancellation by InterDyn Artis. Cancellations by InterDyn Artis will be made no later than five business days prior to the start data of the class. InterDyn Artis assumes no responsibility for non-refundable airline tickets or other expenses that may be incurred due to cancellation. If a registered student cancels their confirmed attendance:
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