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  • 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: Getting the help you need for Management Reporter

    Jill Carter
    At some point in time, you may need to submit a support request for Management Reporter. To make sure you get the help you need in an efficient way, our support team suggests using the Microsoft Support Diagnostic Tool when submitting a technical support request. Diagnostics improves the customer...
    on 6 Sep 2012

  • Blog Post: How Dimension Names Impact Management Reporter

    Jill Carter
    I have seen some confusion about information missing from reports, reports returning zeros, and how to create consolidations for multiple companies. Today we’re going to take a look at how the link to Financial Dimensions column works and some scenarios to watch out for. In Management Reporter...
    on 15 Jun 2012

  • Blog Post: Rolling Forecast Headers - Management Reporter 2012 Feature Highlight

    Jill Carter
    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...
    on 16 Jan 2012

  • Blog Post: Creating Consolidated Financial Statements using Management Reporter – Consolidating data across one or multiple Dynamics ERPs with the same chart of accounts and same fiscal periods (Part 1 of 7)

    Jill Carter
    Many organizations need to prepare financial statements that report on multiple companies in a consolidated format. Management Reporter can help a company consolidate their data across one Microsoft Dynamics ERP, multiple Microsoft Dynamics ERPs, or across ERPs. Consolidations can also occur at different...
    on 3 Jan 2012

  • Blog Post: NFL team winning with Management Reporter

    Jill Carter
    Here's a link to a blog post by a Dynamics partner helping the Jacksonville Jaguars, an NFL football team, meet with financial reporting needs with Management Reporter. In this post, he says "If you haven’t worked with the new Management Reporter, I strongly recommend you give it a...
    on 27 Sep 2011

  • Blog Post: Management Reporter – Advanced Reporting Scenarios and Features

    Jill Carter
    The Management Reporter team has spent a lot of time talking about the cool features in Management Reporter and how you can use it to create dynamic, powerful financial statements. Now, it’s time to start looking at advanced scenarios and how Management Reporter has an extended set of capabilities...
    on 9 Aug 2011

  • Blog Post: Looking for training on Microsoft Forecaster?

    Jill Carter
    Are you ready to get going with Microsoft Forecaster, or add features to your existing Forecaster environment? I've compiled a list of resources to provide some training and help you get there. You can view a demonstration here . This is a great overview to help explain the different components...
    on 20 Jun 2011

  • Blog Post: Management Reporter - Migrating from Microsoft FRx

    Jill Carter
    You’ve installed Management Reporter; you’re ready to take the plunge…now what? Play around in Management Reporter Get a feel for it and see how your reports will migrate. You might decide based on the new dimension structure that some of your reports could be redesigned...
    on 14 Jun 2011

  • Blog Post: Management Reporter – Did you know…? (#3)

    Jill Carter
    Did you know you can quickly view the most recent building blocks you've been working on in Management Reporter? Also, did you know you can see all of the building blocks in a building block group at one time? Recent Building Blocks By going to the File menu, you can see recent report definitions...
    on 18 Mar 2011