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Related Posts
Blog Post:
Taking Your Financial Reports to the Next Level with Management Reporter – Statement of Cash Flows (6 of 8)
Dynamics CPM Team
The sixth report in the “Taking your Financial Reports to the Next Level with Management Reporter” series is the “Statement of Cash Flows.” There are often multiple financial or strategic opportunities available to a company, but not a lot of cash for those opportunities. The...
on
21 May 2013
Blog Post:
Taking Your Financial Reports to the Next Level with Management Reporter – Postings Audit (5 of 8)
Dynamics CPM Team
The fifth report in the “Taking your Financial Reports to the Next Level with Management Reporter” series is called “Postings Audit.” Entering transactions accurately is important for proper reporting. Transactions should be posted to the correct accounts and dimensions with the...
on
17 May 2013
Blog Post:
Taking Your Financial Reports to the Next Level with Management Reporter – Weekly Campaign Revenue (2 of 8)
Dynamics CPM Team
The second report in the “Taking your Financial Reports to the Next Level with Management Reporter” series is called “Weekly Campaign Revenue.” Managing the revenue associated with various marketing campaigns can be challenging. But, if you’re using dimensions in your Microsoft...
on
6 May 2013
Blog Post:
Launch Report Designer from within the Dynamics AX 2012 R2 Client - Management Reporter RU5
Dynamics CPM Team
Using Management Reporter with Dynamics AX is easier than ever now that you can launch Management Reporter Report Designer from the menus in both Dynamics AX General Ledger and Budgeting. Only users that have permission to design or generate reports in Management Reporter will have the menu item available...
on
26 Apr 2013
Blog Post:
Using the default report link location for easy access to reports - Management Reporter RU5
Dynamics CPM Team
Management Reporter provides a flexible and efficient way to publish reports to a single place or multiple locations. This flexible model allows you to have a personalized report list where different users can see their Management Reporter reports, Microsoft Office files, and other reports in a shared...
on
24 Apr 2013
Blog Post:
Collapse detailed report into summary view - Management Reporter RU5
Dynamics CPM Team
In the Management Reporter web viewer, lines in a detailed report can be collapsed to show a summary view. Each person can focus on the data important to them without going to two separate reports and the person designing reports only has one report to design. (Please visit the site to view this video...
on
23 Apr 2013
Blog Post:
Quick links in Management Reporter web viewer
Dynamics CPM Team
When a report is generated in Management Reporter, quick links are dynamically created to let you jump to key areas of a report in the web viewer. This allows users to do a quick scan of the report to see if any data jumps out at them before drilling into details. (Please visit the site to view...
on
25 Jan 2013
Blog Post:
Creating Snapshot Reports with Management Reporter
Jill Carter
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...
on
29 Nov 2012
Blog Post:
How to use the database deployment tool for Windows 2003
Jill Carter
This week I wanted to post an instructional video on how to use the database deployment tool. I've seen a bit of confusion and thought a tutorial would be helpful. Why would I use the database deployment tool? The database deployment tool was created to support those that need to run the Management...
on
21 Nov 2012
Blog Post:
Viewing Management Reporter reports on a Surface
Jill Carter
So far, we’ve shown you how using the Management Reporter web viewer on your desktop or laptop can help you focus on the information important to you and collaborate with your co-workers. But we also wanted to make sure you could do those same things wherever you go. That’s why as we were...
on
6 Nov 2012
Blog Post:
Adding report comments in Management Reporter web viewer – Management Reporter RU3 release preview
Jill Carter
The Management Reporter Web viewer is taking comments one step further by allowing individuals to collaborate with each other regardless of the viewer they are using. (Please visit the site to view this video) http://www.youtube.com/watch?v=jobDh_wElJI&feature=youtu.be
on
23 Oct 2012
Blog Post:
Using the Management Reporter web viewer Chart Gallery– Management Reporter RU3 release preview
Jill Carter
By using the chart gallery in the Management Reporter Web Viewer, users can focus on specific report content and pinpoint issues. (Please visit the site to view this video) http://youtu.be/CiPkUM3Glro
on
19 Oct 2012
Blog Post:
Key navigation features in the Management Reporter web viewer – Management Reporter RU3 release preview
Jill Carter
Navigation features within the Management Reporter Web Viewer make it quick and easy to get to information in a financial report. (Please visit the site to view this video) http://youtu.be/y3yWDhJRj0M
on
18 Oct 2012
Blog Post:
Introduction to the new Management Reporter web viewer -- Management Reporter RU3 release preview
Jill Carter
With the Management Reporter Web Viewer, users can view a personalized financial report using a web browser without installing any applications. The report can be opened from an intranet site, a SharePoint document library or a network share. (Please visit the site to view this video) ...
on
17 Oct 2012
Blog Post:
Precision Charting in Management Reporter 2012
Jill Carter
In a previous video we had shown how easy it is to create charts to show a graphical representation of your data. In addition to the features showcased there, you can also do some additional adjustments to your charts if you would like additional options. This video shows how you can select specific...
on
1 Oct 2012
Blog Post:
How to Configure Microsoft SharePoint with Management Reporter 2012
Jill Carter
I have seen a few questions pop up regarding how to configure Management Reporter and Microsoft® SharePoint®. Today we are going to look at the setup steps needed to get this integration working. Management Reporter 2012 currently supports SharePoint versions 2007 and 2010. It supports both...
on
20 Jul 2012
Blog Post:
Training: Keep reports up to date with Missing Account Analysis
Jill Carter
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...
on
8 May 2012
Blog Post:
Management Reporter 2012 Overview
Jill Carter
Check out the video below to see how all of the Management Reporter 2012 features work together to provide your business with more design flexibility, additional collaboration opportunities, an interactive report viewing experience, and deeper interoperability with your Microsoft Dynamics ERP. ...
on
2 Apr 2012
Blog Post:
Microsoft Dynamics AX 2012 User Integration - Management Reporter 2012 Feature Highlight
Jill Carter
One of the challenges facing many organizations is managing users across applications. With Management Reporter 2012, Microsoft Dynamics AX 2012 users are brought automatically into Management Reporter based on the company access and permissions in Microsoft Dynamics AX 2012. (Please visit the...
on
30 Mar 2012
Blog Post:
Integration to Microsoft Dynamics NAV - Management Reporter 2012 Feature Highlight
Jill Carter
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...
on
27 Mar 2012
Blog Post:
Configuration Console - Management Reporter 2012 Feature Highlight
Jill Carter
Management Reporter 2012 has added several new features to simplify installation and configuration. The Configuration Console provides you additional flexibility in setting up and upgrading Management Reporter. Watch to see some of the new benefits. (Please visit the site to view this video)
on
15 Mar 2012
Blog Post:
Creating secure report links - Management Reporter 2012 Feature Highlight
Jill Carter
With Management Reporter 2012, you can generate a secure, personalized report for users and only generate the report once. Different levels of security can be applied based on your business needs. (Please visit the site to view this video) http://www.youtube.com/watch?v=ymWdVc3ywkA&feature...
on
7 Mar 2012
Blog Post:
Quick Charts – Management Reporter 2012 Feature Highlight
Jill Carter
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)
on
5 Mar 2012
Blog Post:
Attributes - Management Reporter 2012 Feature Highlight
Jill Carter
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...
on
2 Mar 2012
Blog Post:
Report Viewing Updates - Managment Reporter 2012 Feature Highlight
Jill Carter
Management Reporter 2012 focuses on enhancing the report viewing experience. Today's video will demonstrate easier naviagation with the new paging and find capabilities. We have also improved the Report Library toolbar by adding more icons to easily identify options that are available while viewing...
on
1 Mar 2012
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