Microsoft Dynamics SL ERP software Microsoft Partner

Forecaster II


$1195 - Click here to register for this class
Location Date Start
Seattle Synergy Office Mar 29 & 30 8:30 AM

Forecaster Essentials II 

(Microsoft Forecaster 7.0) - Elements of this syllabus are subject to change.

The two-day Essentials II in Microsoft Forecaster 7.0 course includes the essentials to creating and maintaining boardroom quality reports. Students create reports such as income statements, variance reports, consolidating reports, detail reports and receive an overview of report distribution.

Audience

Essentials II is recommended for users and partners who will be using or implementing Microsoft Forecaster 7.0. This course, plus Essentials I and Supplemental Training is the recommended learning plan for new budget administrators and partners.

By actively participating in this class, you should learn: 

  • Review Segments, Periods and Rollups
  • Review report design building blocks
  • Create summary and detailed Income Statements
  • Build Variance reports
  • Explore report maintenance
  • Discuss troubleshooting techniques and design tips
  • Review additional report formatting and options
  • Discuss Rollup structures and modify Rollups
  • Design Side-by-Side consolidation reports
  • Combine multiple segments in rows and columns
  • Build detail reports
  • Discuss Sample Reports
  • Build reports in a three segment database


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