Browse by Tags

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...

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 one of one of those individuals that upgrades before reading the documentation? I know I have been guilty of it. Now that I have wiped the look of shame off my face let me take the time to explain the upgrade process for Dynamics GP 2010 customers, including how to take advantage of the new data...

With the release of a data mart for Dynamics GP , Management Reports users that report on Analytical Accounting data will experience a more streamlined and effective report design and generation process. One Dynamics GP company for both General Ledger and Analytical Accounting data access The...

Management Reporter 2012 introduced a data mart for Dynamics AX 2012 and Dynamics NAV customers. This technology has been widely adopted and successful and we are excited to now offer it to Dynamics GP 2010 customers. The option will appear in the Custom Configuration as shown in the following screen...

We all want to report on information from our budgets, and many customers are using Microsoft Forecaster for budgeting and forecasting. If you’re on Dynamics GP, Dynamics SL or Dynamics AX 2009, you have Forecaster Data Transfer tool that will transfer balances from Microsoft Forecaster into...

Management Reporter 2012 is enabling financial reporting using Organization Hierarchies created in Dynamics AX 2012. As you create organization hierarchies in Dynamics AX, these hierarchies are dynamically created as Reporting Trees in Management Reporter. http://www.youtube.com/watch?v=sKHGAFa29sM&feature...

Quick charts were designed for users who want a graphical presentation of data on their report or to support their financial statements by creating charts and adding them to presentations. (Please visit the site to view this video)

Attributes are used in Management Reporter for two different purposes, filtering data and for displaying additional information about an account or transaction. In Management Reporter 2012, for Dynamics NAV and Dynamics AX 2012 customers, we have made it easier to work with attributes in row and column...

Management Reporter 2012 provides a straightforward and precise way for users to select the data they want in a report with this change to book codes. http://www.youtube.com/watch?v=nGyWV1pJiyc (Please visit the site to view this video)

Quick links are dynamically created to let report consumers jump to key areas of a report in the Report Viewer, allowing them to quick scan the information important to them. http://www.youtube.com/watch?v=_RxS_YqYUs4&feature=youtu.be (Please visit the site to view this video)

With Management Reporter 2012, you can use your existing SharePoint libraries to distribute financial reports. Your users can create alerts and receive a link in e-mail for the reports they care about the most. http://www.youtube.com/watch?v=sK6npmlsxhw&list=PLBE027591B1C070D6&index=200 ...

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...

Drilling between the financial, account and transaction layers within a report in Management Reporter is one of customer’s favorite features. Customers love to be able to drill directly into an account and see the transactions that are making up the balance. At times though, it is nice to get to...

Integration with Microsoft Lync allows you to start a discussion about the report you’re looking at using Microsoft Lync 2010. This feature is designed to improve productivity by waiting less time to find the answers to your questions, and to be more responsive to employee questions. Using Lync...

Management Reporter 2012 is introducing architectural changes that will positively impact Dynamics AX 2012 and NAV customers. Existing Dynamics AX 2012 customers will have the option to choose either the traditional provider method currently released, or the new data mart as their data provider. This...

Drilling back into Dynamics GP provides you with the additional level of detail and analysis you need during the reporting process by allowing users to get to the source of the data. http://www.youtube.com/watch?v=Ju_0TZ1h0oA&list=PLBE027591B1C070D6&index=1&feature=plpp_video ...

In Management Reporter 2012, you can specify either a single Report Library location or multiple Report Library locations, as well as multiple network or SharePoint locations. http://www.youtube.com/watch?v=qgzIJYbLAZ4&list=PLBE027591B1C070D6&index=194 (Please visit the site to...

Report groups are an easy and convenient way to generate multiple reports in a single click. For example you may have multiple reports that are run during your month end process. Rather than selecting each of the report definitions individually and then selecting the generate report button, you can simply...

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...

Sometimes, different companies will be using different fiscal calendars, but you may still want to create consolidated financial statements for these companies. This blog (3rd in a series of 7), will show you how to create consolidated reports with varying fiscal calendars. . Part 1 contains an...

It’s common that different companies may have different charts of accounts but still wish to produce consolidated financial statements. In this situation, Management Reporter can still consolidate the data, allowing you to produce consolidated financial reports. This blog (2 nd in a series of 7...