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  • Blog Post: Getting Started with a New Report - Row Definition Basics

    Management Reporter uses building blocks to make sure that your reports can reuse existing rows, columns, and trees rather than creating unique ones per report. There are a few concepts that can help you when building a new report to help reduce the need for maintenance and increase reusability. When...
  • Blog Post: Displaying zeros as dashes in Management Reporter

    A great way to customize how data is displayed on your report is by using format overrides. One of the customizations available, is changing how zeros are displayed. The video below shows you how to use a format override to display dashes instead of zeros. (Please visit the site to view this video...
  • Blog Post: Excel enhancements in Management Reporter CU8

    While the web viewer for Management Reporter reports offers a number of interactive and collaborative features, sometimes you just want to view a report in Excel. There were a number of enhancements made in how reports are exported to Excel in CU8. These enhancements were targeted to help provide a consistent...
  • Blog Post: Side by side reports (CU8 Feature)

    There may be times when you need to place data side by side in your financial reports. One of the most common scenarios for this a side by side balance sheet where assets are on one side and liabilities and owner's equity are on the other. With Management Reporter CU8, this can be done with a simple...
  • Blog Post: Autotext in CALC columns (CU8 feature)

    There may be situations where you have reports that require calculated periods or where you need to perform some calculations to get to your final report format. With CU8 of Management Reporter, you can now apply autotext codes such as @CalMonthLong and @FiscalPeriod to print the period name, period...
  • Blog Post: Suppressing drill down on specific report lines

    There may be times when you want users to be able to drill down to details on certain lines in a report, but not all lines. Instead of creating multiple reports, use the XD format code in the row definition. The video below shows you how to use it and what users will see in the web viewer. (Please...
  • Blog Post: Format rows using indent to accent specific lines in your report

    It can be difficult for users to consume a report if it is all one large block of numbers. When designing a report, it is important to add some formatting to make the report easier to read and get information from. One common thing users do to break up reports is to format the detail rows on the report...
  • Blog Post: Multiple languages option now available for Management Reporter client (CU7 feature)

    Management Reporter currently supports 36 different countries for users to work in their language of choice. With Management Reporter CU7, it is now much easier to install Management Reporter for multiple languages on a single computer. You can now download a single file containing the installations...
  • Blog Post: Drilling back to Microsoft Dynamics with Management Reporter web viewer (CU7 feature)

    Getting to information quickly is necessary when making business decisions. With the Management Reporter web viewer, not only can you drill down to the individual transactions, you can also drill back in your Microsoft Dynamics ERP. Once in Microsoft Dynamics, you are then able to view invoices and source...
  • Blog Post: Microsoft collaborates with AICPA using Audit Data Standards with Dynamics

    One of the challenges that management and auditors face is obtaining accurate data in a usable format following a repeatable process. Seeking to increase audit efficiency, the AICPA’s Assurance Services Executive Committee’s Emerging Assurance Technologies Task Force developed voluntary,...
  • Blog Post: Management Reporter CU7 released for download

    Another quarter has passed ( goes fasts, doesn’t it ) and we have a new update ready for Management Reporter – called Management Reporter 2012 CU7. This release, which has been posted for download, includes the ability to drill back to Dynamics from the Management Reporter Web Viewer, currency...
  • Blog Post: Linking one report to another in Management Reporter

    There may be times that you want to include a value from one report on another report. This could be you want net income from your income statement to be on your balance sheet or you want detailed reports to drive a summary report. In either case, Management Reporter provides a way to link these reports...
  • Blog Post: Showing minority interest as a line on a consolidated income statement

    Wow! Minority interest showing as its own line on an income statement has been a hot topic over the last few weeks. We've been getting quite a few questions about it lately. We've shown you ownership percentages before in the consolidation series, but this is a bit different. With minority interest...
  • Blog Post: Using column restrictions to improve your report presentation

    A well designed report will clearly describe the information that is important on the report and help report viewers to quickly understand the data. If there is a lot of data on the report, it can seem overwhelming to get an overview and know where to focus your attention. Using column restrictions...
  • Blog Post: Web viewer quick reference guide

    Since releasing the web viewer, we’ve done quite a few posts and videos on what it can do and how to use it. All of this information is a great resource, but we still get quite a few questions about what the web viewer does and how people can use it. So, I thought I’d pull together a map...
  • Blog Post: 12 new languages and bi-directional text support -- Management Reporter CU6

    With Management Reporter CU6, 12 new languages have been added to support your global business. With this release, Management Reporter supports all of the languages offered by Microsoft Dynamics AX, Microsoft Dynamics GP, and Microsoft Dynamics SL. The newly added languages include: ...
  • Blog Post: Viewing and interacting with report groups-- Management Reporter CU6

    When a report group is generated, a report group page is created that contains links to all of the reports in the group. Users go to one location and open a link to get all of the reports relevant to them. The video below shows the report group page and the different ways users can view and interact...
  • Blog Post: Creating and distributing report groups -- Management Reporter CU6

    Being able to define where reports get distributed at the report group level cuts down on the steps needed to deliver reports out to others in the company. The video below walks through each of the distribution options and overrides now available in report groups. (Please visit the site to view this...
  • Blog Post: Report group updates reduce report distribution maintenance

    Using report groups in Management Reporter is a great way to streamline the report generation process. In Management Reporter 2012 CU6, report groups have been updated to reduce maintenance of report distribution maintenance as well. Company, date and detail information along with distribution locations...
  • Blog Post: Enhanced report groups one of several changes in Management Reporter CU6

    The ability to easily view all reports in a report group is just one of the many new features included in the latest Management Reporter release, called CU6, which has been posted for download. The new features span report design, report distribution and report viewing and demonstrate the Management...
  • Blog Post: Tips on moving Management Reporter to a new server

    If you’ve looked for information on how to move Management Reporter from one server to another -- maybe when you’re upgrading hardware or consolidating applications -- we’ve got some documented help. The steps for doing this are fairly straightforward. You’ll basically need...
  • Blog Post: How to enter and vote for Management Reporter suggestions

    As the Dynamics CPM team interacts with customers, we often hear great ideas for new features in Management Reporter. When that happens, we tell people to be sure to enter a suggestion so we can track it and other customers who feel the same way can vote on it. We use these suggestions when do our planning...
  • Blog Post: Use change base row to calculate percentage of total expenses and other types of comparisons between accounts

    Did you know that you can calculate the percentage of total expenses for all individual expense lines? The change base row (CBR) format code lets you identify a row as the base row, and then calculate what percentage other accounts are in relation to the base row. This type of report is commonly used...
  • Blog Post: Use daily report schedules to keep tabs on your company

    At Convergence earlier this year, we learned that many customers aren’t using the report scheduling feature in Management Report to run daily or weekly reports. After talking with these customers, two themes came up: Customers didn’t know Management Reporter had Report Scheduling ...
  • Blog Post: Using non-printing columns in column calculations

    When using non-printing columns in your column calculations be sure to think about the columns you want included in the calculation. If you define range calculation, only the printing columns are included in the calculation. If you define each column individually in the calculation, printing and non...