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Reporting Tree Definitions in Management Reporter provide you with the ability to define your reporting structure according to your organization. Defining the structure is done through the use of companies and dimensions. At times, your structure needs to be modeled more precisely or your chart of accounts...

Are you new to Management Reporter? Do you want to quickly design some basic reports? Management Reporter has a step by step report wizard that allows you to quickly create a balance sheet, income statement, or trial balance. (Tools -> Report Wizard) As you can see from the screen shot below...

Dimensions sets make the report design process easier and more streamlined by limiting the number of dimensions in the Dimensions window. Having a more manageable set of dimensions enables the user to design reports in a quicker fashion. http://www.youtube.com/watch?v=CPV4W1tvEbk&list=PLBE027591B1C070D6&index...

All companies will need to create new general ledger accounts or financial dimensions at some point. As new accounts and dimension values are added, existing reports need to be updated to report on these new values. Missing Account Analysis will allow you to proactively check for missing accounts prior...

Rolling forecast headers provide users with headers that dynamically span columns based on the period and report date. This feature is great for rolling forecasts, where some columns contain Actual data, and some columns contain budget/forecast data. Each month, as the report date is changed, the headers...

At times, a company only owns a percentage of another company. In this situation, when producing a consolidated report, it is important to only account for the percentage of ownership you own. Management Reporter uses the Rollup % in the Reporting Tree Definition, and setting this up is outlined in this...

Elimination transactions are a common part of the consolidation process .This blog post (6 th in a series) will help you create reports that include eliminations for intercompany accounts. Part 1 contains an overview of consolidating data across one or multiple Dynamics ERPs with the same chart...

When data resides in companies that aren’t using a Dynamics ERP, Management Reporter can still consolidate the data. The method is referred to in the Management Reporter Help file as “Linking reports to Excel”. This blog post (5 th in a series) focuses on how to bring in data from a...