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  • Blog Post: Split Segment in Management Reporter

    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...
  • Blog Post: Upgrading to Management Reporter 2012 RU3 for Dynamics GP 2010 Customers

    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...
  • Blog Post: Benefits of Analytical Accounting reporting for Dynamics GP with MR RU3 -Management Reporter RU3 release preview

    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...
  • Blog Post: Financial Reporting Data Mart for Dynamics GP – Management Reporter RU3 release preview

    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...
  • Blog Post: Getting reports out efficiently

    Getting reports out to the folks needing them quickly and efficiently can be challenging. Today, let’s take a look at few things in Management Reporter 2012 that can help. Designing reports can be time consuming. Everyone has a favorite report they want created or your company dictates how reports...
  • Blog Post: Creating a Management Reporter report to import data into Microsoft Forecaster

    As we move into budgeting season for many customers, it’s a good idea to use Management Reporter to create an actual data import file for into Microsoft Forecaster. This actual data can be great for creating forecasts and baselines in Microsoft Forecaster. For reporting on Microsoft Forecaster...
  • Blog Post: Learn more about XPS documents

    With Management Reporter 2012, a feature was added to view reports in XPS. We have had a few questions on what XPS is and how to get the XPS viewer. An XPS document is a read only document based on XML. It retains the look of your original report, and makes it easy to share, print and save reports...
  • Blog Post: Reporting on Microsoft Forecaster Data in Management Reporter

    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...
  • Blog Post: New security option for designers

    Report designers have the ability to schedule reports and/or report groups, and they also have the ability to edit building blocks. Some businesses do not want individuals changing reports that are part of a report schedule because any edits to a report may go unnoticed if the report is part of an automated...
  • Blog Post: Integration to Microsoft Dynamics NAV - Management Reporter 2012 Feature Highlight

    We are pleased to announce Management Reporter 2012 for Microsoft Dynamics NAV. Management Reporter provides real time financial reporting along with powerful collaboration and distribution capabilities. Management Reporter 2012 fully integrates to Microsoft Dynamics NAV’s general ledger out of...
  • Blog Post: Budget Reservations - Management Reporter 2012 Feature Highlight

    Budget Control is a feature in Dynamics AX 2012 that creates budget reservations and calculates your budget funds available as you move through the procurement process. Management Reporter 2012 now brings all the data across as a book code so you can report on budget reservations in a financial statement...
  • Blog Post: Organization Hierarchies - Management Reporter 2012 Feature Highlight

    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...
  • Blog Post: We're reading and responding to your Management Reporter suggestions -- Management Reporter 2012 Feature Highlight

    Many of you have been sharing your thoughts on what should go into the next version of Management Reporter by entering suggestions on Connect and voting on those suggestions. We take this feedback to heart, and we’ve been working to get many of those suggestions into Management Reporter 2012. ...
  • Blog Post: Viewing reports in XPS - Management Reporter 2012 Feature Highlight

    Managment reporter 2012 provides another option for read-only report viewing with the new XPS feature. The video will show the integration between Management Reporter and XPS, as well as some of the features of XPS. To learn more about the XPS viewing experience, please visit http://windows.microsoft...
  • Blog Post: Quick Charts – Management Reporter 2012 Feature Highlight

    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)
  • Blog Post: Attributes - Management Reporter 2012 Feature Highlight

    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...
  • Blog Post: Book Codes - Management Reporter 2012 Feature Highlight

    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)
  • Blog Post: Quick Links - Management Reporter 2012 Feature Highlight

    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)
  • Blog Post: E-mail reports using SharePoint alerts - Management Reporter 2012 Feature Highlight

    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 ...
  • Blog Post: Dimension Sets - Management Reporter 2012 Feature Highlight

    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...
  • Blog Post: Drill to Dynamics AX 2012 - Management Reporter 2012 Feature Highlight

    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...
  • Blog Post: Lync Integration - Management Reporter 2012 Feature Highlight

    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...
  • Blog Post: Financial Reporting Data Mart - Management Reporter 2012 Feature Highlight

    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...
  • Blog Post: Missing Account Analysis - Management Reporter 2012 Feature Highlight

    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...
  • Blog Post: Drill to Dynamics GP - Management Reporter 2012 Feature Highlight

    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 ...