Management Reporter in Dynamics AX Course Overview

Management Reporter in Dynamics AX Course Overview

The Management Reporter in Dynamics AX course is designed to equip learners with the skills to create, maintain, and distribute financial reports within the Dynamics AX environment. It covers the fundamental concepts and components needed to utilize Management Reporter effectively.

Module 1: Introduction to Management Reporter sets the stage by introducing the tool and explaining its purpose in financial reporting. Subsequent modules delve into the software's inner workings. Module 2: Components To Report covers the Report Designer and how to schedule reports, crucial for timely financial insights.

In Module 3: Building Blocks, learners are taught how to craft Row, Column, and Reporting Tree definitions, as well as the overarching Report definition—key elements in creating comprehensive financial reports. Module 4 addresses the important aspect of Granting security access to ensure data integrity and controlled access, while Module 5 emphasizes the methods to Restrict access to a reporting unit, ensuring compliance and confidentiality.

Finally, Module 6: Demos offers practical demonstrations, from Introduction Management Reporting to Design Management Reports and Generate and View Management Reports, providing hands-on experience that reinforces the theoretical knowledge gained.

This course is valuable for financial professionals looking to enhance their reporting skills and make the most of Dynamics AX's reporting capabilities.

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  • Live Online Training (Duration : 8 Hours)
  • Per Participant
  • Guaranteed-to-Run (GTR)
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♱ Excluding VAT/GST

Classroom Training price is on request

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  • Live Online Training (Duration : 8 Hours)
  • Per Participant

♱ Excluding VAT/GST

Classroom Training price is on request

You can request classroom training in any city on any date by Requesting More Information

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Course Prerequisites

To successfully undertake training in the Management Reporter in Dynamics AX, the following minimum prerequisites are recommended:


  • Basic understanding of financial concepts and accounting principles.
  • Familiarity with Microsoft Dynamics AX, particularly the financial modules.
  • Experience with Windows operating systems and proficiency in using Microsoft Office applications, especially Excel.
  • Knowledge of general ledger and chart of accounts structure as it pertains to report creation.
  • Ability to navigate and comprehend basic reporting and data analysis concepts.

Please note that while having these prerequisites will greatly enhance your learning experience, our trainers at Koenig Solutions are committed to helping all participants, regardless of their initial skill level, to grasp the course material effectively.


Target Audience for Management Reporter in Dynamics AX

Koenig Solutions' Management Reporter in Dynamics AX course is designed for professionals seeking expertise in financial reporting within the AX environment.


Target audience for the Management Reporter in Dynamics AX course includes:


  • Financial Analysts
  • Accountants
  • Finance Managers
  • Business Analysts with a focus on financial reporting
  • IT Professionals managing Dynamics AX systems
  • Dynamics AX Consultants
  • ERP Implementation Specialists
  • CFOs and Finance Executives looking to understand the reporting capabilities of Dynamics AX
  • Compliance and Regulatory Reporting Officers


Learning Objectives - What you will Learn in this Management Reporter in Dynamics AX?

Introduction to Learning Outcomes

The Management Reporter in Dynamics AX course equips students with the knowledge to design, generate, and manage financial reports within Dynamics AX, ensuring comprehensive financial reporting and security management.

Learning Objectives and Outcomes

  • Understand the fundamentals of Management Reporter within the context of Dynamics AX.
  • Gain proficiency in using the Report Designer to create accurate financial reports.
  • Learn how to schedule reports for automated generation and distribution.
  • Develop skills in creating and managing row, column, and reporting tree definitions to tailor reports to specific organizational needs.
  • Master the process of defining reports to capture the correct financial data.
  • Acquire the knowledge necessary to configure user access and security settings within Management Reporter.
  • Understand how to restrict access to reporting units to maintain data confidentiality and compliance.
  • Experience hands-on training through demonstrations on the initiation, design, and generation of Management Reports.
  • Learn best practices for viewing and analyzing Management Reports to drive business decisions.
  • Develop the ability to troubleshoot common issues and understand advanced features for more complex reporting requirements.