Welcome Microsoft Dynamics AX User Group AXUG explore

Welcome! Microsoft Dynamics AX User Group (AXUG®) explore June 23, 2015 FLORIDA engage elevate CHAPTER MEETING Tweet today’s meeting: @AXUG, #AXUG<Location>, #AXUG<Topic>

Housekeeping Coffee Service is in the back Casual event, feel free to contribute We are all volunteers, enjoy and step up Bathrooms are located #### Make sure to sign in so we have attendance Tweet today’s meeting: @AXUG, #AXUG<Location>, #AXUG<Topic> explore engage elevate

Agenda [ENTER YOUR MEETING AGENDA BELOW] Welcome & Introductions AXUG News & Chapter Business Member Showcase – Physician Partners of America Networking Break Project Module Roundtable Management Reporter – Noah Moseley, MSX Group Join us at [LOCATION] for Lunch & Networking! explore engage elevate

Welcome & Introductions Name Company Role in Company What inspired you to attend today’s meeting? Most desired topic for future meetings Tweet During today’s meeting: @AXUG, #AXUG<Location>, #AXUG<Topic> explore engage elevate

Join AXUG Connect. Learn. Share. The Why The What We’re a little over 2, 800 Dynamics AX companies who get together and chat all about AX virtually or at in person events, like this one. It’s a really big conversation you probably shouldn’t miss out on. You’ll probably learn something great, apply it to your organization, and be treated like a super hero. The When Pretty reasons Awesome AXUG Summit Registration Discount: $200 person. Access to Hundreds of Webinars Available On Demand. Collaborate: exclusive online social community for AX users. Open invitation to over 400 educational events year round. Premium members attend chapter meetings free. explore engage elevate T o d a y Exciting, isn’t it? Call Tonya Anderson, she’s your go to person as the AXUG Membership Manager. 877. 324. 8880 x 1451 tonya@AXUG. com

Do you have 5 minutes? As you browse the website, you may be asked to give your feedback. Your feedback will help us continue to enhance your site experience. Please take 5 minutes (or less) to share your thoughts. Tweet today’s meeting: @AXUG, #AXUG<Location>, #AXUG<Topic> explore engage elevate 6

Join your AXUG Chapter Community explore engage Join our Chapter Community today to receive updates and access to the content library with presentation materials. elevate

Chapter Leadership Be a part of something really great. FACT: The most successful chapters have strong leadership teams installed. BENEFIT: Ignite Leadership Training available ONLY to chapter leaders. Develop your professional skills – public speaking, leadership, communication, organization, conflict resolution, and many more skills. IMPACT: Chapter Leaders have significant reach within the Dynamics AX Community. Leaders are respected for their hard work and devotion to helping individuals and organizations attending meetings. VOLUNTEER FOR CHAPTER LEADERSHIP explore Roles: Chair, Co-Chair, VP of Membership, VP of Communication, VP of Programming Take Action: Contact your chapter leader and email AXUG Chapter Manager, Rose Spitzer: rose@AXUG. com engage elevate

INcomparable Learning INnovative Ideas OCTOBER 13 -16 Reno/Lake Tahoe, Nevada INfinite Experience #INreno 15 @GPUG #AXUGSummit www. axugsummit. com 9

Next Meeting? Date: Time: Place: Topics: Tweet During today’s meeting: @AXUG, #AXUG<Location>, #AXUG<Topic> explore engage elevate

Member Showcase Featuring: Physician Partners of America

Member Showcase • Who We Are and What We Do • What Modules We Use • Version • Number of Users • How Long • What ISV's and How We Use Them • Reporting • Questions? explore engage elevate

Networking Break See you back here in 15 minutes! explore engage elevate Follow us on Twitter: @axug Like us on Facebook: AXUG-Microsoft Dynamics AX User Group Follow us on Linked. In: AXUG – Official Microsoft Dynamics AX User Group

Thank you to our Annual Sponsors! explore engage elevate

Thank you to our Quarterly Sponsors! explore engage elevate

Roundtable Discussion Project Module explore engage elevate Tweet your roundtable ideas and questions and we will add them to the next meeting. @axug #Roundtable. Discussion

Educational Presentation explore Management Reporter Noah Moseley MSX Group engage Tweet During today’s meeting: @AXUG, #AXUG<Location>, #AXUG<Topic> elevate

Management Reporter for Microsoft Dynamics® ERP Financial Reporting for Microsoft Dynamics Using Management Reporter By Noah Moseley of the MSX Group Training, Consulting Services & Software Support for Management Reporter, Forecaster and FRx noah. moseley@msxgroup. com

MSX Group, LLC • We are a consulting practice specializing in Management Reporter, Forecaster and FRx for Microsoft Dynamics AX, GP, NAV and SL. • Consulting Services • Training • Software Support Training, Consulting Services & Software Support for Management Reporter, Forecaster and FRx noah. moseley@msxgroup. com

Management Reporter • Management Reporter is used for financial reporting using general ledger data (account balances and transaction level details) from the Microsoft Dynamics ERP solution. • • • Income Statements Balance Sheets Cash Flow Statements Trial Balance Statements Etc. Training, Consulting Services & Software Support for Management Reporter, Forecaster and FRx noah. moseley@msxgroup. com

Management Reporter • DATA Sources • Microsoft Dynamics AX • Microsoft Dynamics GP • Microsoft Dynamics SL • Excel Files *These are all Read-Only. Training, Consulting Services & Software Support for Management Reporter, Forecaster and FRx noah. moseley@msxgroup. com

Management Reporter • Components • • • Report Designer Report Library Viewer Web Viewer Report Queue Migration Wizard from FRx • SQL (1 Database; 2 if using Data. Mart) • Security is all via Windows Authentication • Output Options (Excel, Printer, XPS) Training, Consulting Services & Software Support for Management Reporter, Forecaster and FRx noah. moseley@msxgroup. com

Management Reporter • Building Reports in Report Designer • Report Definition Building Blocks • Row Definitions • Column Definitions • Reporting Tree Definitions Training, Consulting Services & Software Support for Management Reporter, Forecaster and FRx noah. moseley@msxgroup. com

Management Reporter • Migration Tips • Clean up FRx • • Delete old Spec Sets, Companies, Rows, Columns, Trees, Reports Review Account Sets, Chained Reports, Row Linking Proof reports between FRx and Management Reporter Uninstall the Migration Wizard Training, Consulting Services & Software Support for Management Reporter, Forecaster and FRx noah. moseley@msxgroup. com

Switch to Management Reporter

Additional Information • http: //www. MSXGroup. com • • Forums & Message Boards Training Classes (Demo Data or Use Your Own Data) Webinars Consulting Services • Noah. Moseley@MSXGroup. com [Email for HELP] • http: //msxgroup. com/FFMR 2016 [FREE online training] • FRx Wednesday, 04/20/2016 • Forecaster Thursday, 04/21/2016 • Management Reporter Friday, 04/22/2016 Training, Consulting Services & Software Support for Management Reporter, Forecaster and FRx noah. moseley@msxgroup. com

Don’t Forget to Fill out the Survey! explore You will receive an email with a brief survey after the meeting. engage elevate You can also tweet about the meeting @axug, #axug<location>