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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...

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...

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 new to Management Reporter? Do you want to quickly design some basic reports? Management Reporter has a step by step report wizard that allows you to quickly create a balance sheet, income statement, or trial balance. (Tools -> Report Wizard) As you can see from the screen shot below...

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...

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...

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...

Demo reports specific to Dynamics SL 2011 are now available to download. These reports can be used for the following: 1. Provide demonstrations with existing sample companies 2. Get ideas and samples for more difficult types of reports, such as a cash flow statement 3. Develop a baseline...

Did you know that demo reports are available for Management Reporter? These demo reports have been developed specifically for each Microsoft Dynamics ERP. This means that you can use these reports to: 1. Provide demonstrations with existing sample companies 2. Get ideas and samples for more...