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  • Blog Post: Getting Started with a New Report - Row Definition Basics

    Management Reporter uses building blocks to make sure that your reports can reuse existing rows, columns, and trees rather than creating unique ones per report. There are a few concepts that can help you when building a new report to help reduce the need for maintenance and increase reusability. When...
  • Blog Post: Suppressing drill down on specific report lines

    There may be times when you want users to be able to drill down to details on certain lines in a report, but not all lines. Instead of creating multiple reports, use the XD format code in the row definition. The video below shows you how to use it and what users will see in the web viewer. (Please...
  • Blog Post: Take Your Financial Reports to the Next Level with Management Reporter

    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...
  • Blog Post: Creating Snapshot Reports with Management Reporter

    Management Reporter allows you to create wide variety of financial reports. We show examples of many different kinds of reports in our demos that take advantage of the dimension filtering capabilities in Management Reporter. Typically, the row definition contains the main or natural account and the reporting...
  • Blog Post: Training: Keep reports up to date with Missing Account Analysis

    Previously,we showed you a high level overview of Missing Account Analysis . Today, we’d like go deeper into how to use Missing Account Analysis to keep your reports up to date. This 15 minute video will: Provide an overview of Missing Account Analysis along with the different fields and...
  • Blog Post: Rolling Forecast Headers - Management Reporter 2012 Feature Highlight

    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...
  • Blog Post: Demo Reports for Dynamics SL are now available

    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...
  • Blog Post: Demo Reports for Management Reporter

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

    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...