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Related Posts
Blog Post:
Taking Your Financial Reports to the Next Level with Management Reporter – Statement of Cash Flows (6 of 8)
Dynamics CPM Team
The sixth report in the “Taking your Financial Reports to the Next Level with Management Reporter” series is the “Statement of Cash Flows.” There are often multiple financial or strategic opportunities available to a company, but not a lot of cash for those opportunities. The...
on
21 May 2013
Blog Post:
Taking Your Financial Reports to the Next Level with Management Reporter – Postings Audit (5 of 8)
Dynamics CPM Team
The fifth report in the “Taking your Financial Reports to the Next Level with Management Reporter” series is called “Postings Audit.” Entering transactions accurately is important for proper reporting. Transactions should be posted to the correct accounts and dimensions with the...
on
17 May 2013
Blog Post:
Management Reporter RU5 Regional Installs Available
Dynamics CPM Team
Management Reporter 2012 RU5 regional installs are now available for download and include two new countries, Brazil and Japan. The full list of available regional installs is below.
on
7 May 2013
Blog Post:
Taking Your Financial Reports to the Next Level with Management Reporter – Weekly Campaign Revenue (2 of 8)
Dynamics CPM Team
The second report in the “Taking your Financial Reports to the Next Level with Management Reporter” series is called “Weekly Campaign Revenue.” Managing the revenue associated with various marketing campaigns can be challenging. But, if you’re using dimensions in your Microsoft...
on
6 May 2013
Blog Post:
Taking Your Financial Reports to the Next Level with Management Reporter - Quarterly Revenue by Business Unit (1 of 8)
Dynamics CPM Team
The first report in the “Taking your Financial Reports to the Next Level with Management Reporter” series is called “Quarterly Revenue by Business Unit.” This report is designed to help someone like the sales manager zero in on the most critical revenue information. Assume...
on
3 May 2013
Blog Post:
Take Your Financial Reports to the Next Level with Management Reporter
Dynamics CPM Team
Often when we talk about Management Reporter and Microsoft Dynamics ERPs we focus on the traditional financial statements, since that's one of the things Management Reporter does so well. Over the next couple of weeks, we are taking a different approach. We'll be showing you how to create eight...
on
1 May 2013
Blog Post:
Transaction detail optimized - Management Reporter RU5
Dynamics CPM Team
Reports with transaction detail are a great way to answer your detailed reporting questions and find key information such as document numbers, posting dates, or individual transactions in their native currency. But maybe, you've been holding back on printing reports at this detail level, worrying...
on
29 Apr 2013
Blog Post:
Management Reporter Web Viewer as default - Management Reporter RU5
Dynamics CPM Team
We’ve gotten a lot of great feedback about the web viewer since releasing it back in RU3. In order for all users to benefit from the great features in the web viewer, it’s been made the default viewer for Management Reporter in RU5. If you need to view a report in the desktop viewer, you...
on
24 Apr 2013
Blog Post:
Using the default report link location for easy access to reports - Management Reporter RU5
Dynamics CPM Team
Management Reporter provides a flexible and efficient way to publish reports to a single place or multiple locations. This flexible model allows you to have a personalized report list where different users can see their Management Reporter reports, Microsoft Office files, and other reports in a shared...
on
24 Apr 2013
Blog Post:
Collapse detailed report into summary view - Management Reporter RU5
Dynamics CPM Team
In the Management Reporter web viewer, lines in a detailed report can be collapsed to show a summary view. Each person can focus on the data important to them without going to two separate reports and the person designing reports only has one report to design. (Please visit the site to view this video...
on
23 Apr 2013
Blog Post:
Management Reporter RU5 brings new features, support for new countries
Dynamics CPM Team
Management Reporter RU5 brings a variety of new features to Management Reporter users, along with support for two additional countries. As of today, customers and partners can download Management Reporter RU5 . Key features in Management Reporter RU5 include: Collapse detailed report into summary...
on
18 Apr 2013
Blog Post:
Sorting columns for enhanced variance reporting
Dynamics CPM Team
Monitoring your organization's performance when compared to a budget is a common business task. With Management Reporter, you can easily compare budget to actual balances, as well as view the supporting transactions. One feature that you may not be aware of, is that you can sort the report in order...
on
10 Apr 2013
Blog Post:
Relive Convergence 2013—Online!
Dynamics CPM Team
If you attended Convergence and are looking for refreshers on the Management Reporter and Forecaster content , be sure to check out “ Convergence 2013 – Online !” From this site, you’ll e able to view content from Convergence breakout sessions, keynotes, general sessions, concurrents...
on
2 Apr 2013
Blog Post:
Partner to host free Management Reporter and Forecaster online user conferences in April
Dynamics CPM Team
Free online user conference for Management Reporter and Forecaster have been scheduled for April 16 and 17. Hosted by MSX Group, a Microsoft partner the specializes in Corporate Performance Management (CPM), these conferences will focus on both beginner and advanced user training and tips to help you...
on
2 Apr 2013
Blog Post:
Management Reporter User Guide available for download
Dynamics CPM Team
A user guide for Management Reporter has been compiled and is available for download . This user guide summarizes the same information in the Management Reporter Help files in a single printable document. This guide will help Management Reporter users learn how to create reports, maintain existing...
on
27 Mar 2013
Blog Post:
How to enable data mart notifications
Dynamics CPM Team
We’ve talked previously about the advantages of the data mart here , here , and here . Once the data mart is configured, you can set it and forget it. It will automatically integrate your data without requiring any manual steps. But, If you want to proactively receive updates about the integration...
on
14 Mar 2013
Blog Post:
Newest updates in Management Reporter 2012 RU4 posted today
Dynamics CPM Team
Management Reporter 2012 RU4 has been posted for download today for customers installing an English version. Additional languages will be available tomorrow (Jan 30, 2013) so that all Management Reporter customers can then take advantage of RU4. Management Reporter RU4 includes the following new features...
on
28 Jan 2013
Blog Post:
Quick links in Management Reporter web viewer
Dynamics CPM Team
When a report is generated in Management Reporter, quick links are dynamically created to let you jump to key areas of a report in the web viewer. This allows users to do a quick scan of the report to see if any data jumps out at them before drilling into details. (Please visit the site to view...
on
25 Jan 2013
Blog Post:
Management Reporter - Quick tips on linking to Microsoft Excel workbooks
Dynamics CPM Team
We’ve seen quite a bit of discussion lately around linking to Microsoft Excel files in Management Reporter. This is a great way to get additional data into your reports that’s outside of your Microsoft Dynamics ERP’s general ledger. A couple of quick tips to successfully pull in...
on
21 Jan 2013
Blog Post:
What’s coming in Management Reporter 2012 RU4?
Dynamics CPM Team
In the next few weeks, we will be releasing Management Reporter 2012 RU4, following our cadence of smaller, more frequent releases. For this release, we’ve focused on just a couple new features. Features in Management Reporter RU4 include: Option for Dynamics SL users to take advantage...
on
11 Jan 2013
Blog Post:
Preparing your reports for 2013
Jill Carter
It’s the New Year and as you are busy doing year end close and maybe stressing about taxes, it’s a good idea to step through this checklist to make sure any Management Reporter reports are prepared for the New Year. Complete Step Update budgets in...
on
2 Jan 2013
Blog Post:
Announcing compatibility with Dynamics AX 2012 R2 and Dynamics GP 2013
Jill Carter
We are happy to announce that Management Reporter 2012 Rollup 3 is fully compatible with the newest versions of both Dynamics AX and Dynamics GP, which were just recently released. With these new releases, Management Reporter now supports the following versions: Dynamics AX 2012 R2 Dynamics...
on
19 Dec 2012
Blog Post:
Split Segment in Management Reporter
Jill Carter
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...
on
6 Dec 2012
Blog Post:
How to use the database deployment tool for Windows 2003
Jill Carter
This week I wanted to post an instructional video on how to use the database deployment tool. I've seen a bit of confusion and thought a tutorial would be helpful. Why would I use the database deployment tool? The database deployment tool was created to support those that need to run the Management...
on
21 Nov 2012
Blog Post:
Microsoft Forecaster: Using menus to drill down on reports
Jill Carter
With budgeting season fast approaching, it’s time to start looking at how you can take advantage of features in Microsoft Forecaster that you may not be using or you are underutilizing. Menus are one of these features. Microsoft Forecaster contains different types of menus for different reasons...
on
7 Aug 2012
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