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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...

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...

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)

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...

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...