Dynamics Corporate Performance Management

Using non-printing columns in column calculations

2013-06-14T16:44:24Z

When using non-printing columns in your column calculations be sure to think about the columns you want included in the calculation. If you define range calculation, only the printing columns are included in the calculation. If you define each column individually in the calculation, printing and non-printing columns are included in the calculation. In the screen shots below, you can see the differences in a range calculation versus individually defining each column in the calculation. Column...(read more)

Adding a column that divides an amount by the number of reporting periods

2013-06-07T18:39:00Z

Greg, one of the engineers on the Management Reporter Support team, wrote today's blog, which is focused on helping you add more meaningful calculated columns to your Management Reporter reports by using PERIODS in a calculation. Use PERIODS in a calculation when you want to divide the amount in a column by a specified number of periods that will vary based upon the report date. Using PERIODS in a calculated columns allows you to add additional information to your reports that provide more...(read more)

Microsoft Forecaster Data Transfer Tool Updated

2013-06-04T14:20:43Z

The Microsoft Forecaster Data Transfer Tool has been updated to include support for Microsoft Dynamics GP 2013. You can download the updated Microsoft Forecaster Data Transfer Tool from CustomerSource....(read more)

Training materials now available for Management Reporter 2012

2013-05-31T18:47:19Z

Updated training materials and an updated virtual machine are now available for Management Reporter 2012! You can find the updated training materials on PartnerSource and CustomerSource . The virtual machine is available to download for MCTs on the MCT Download Center. Please look for image AX2012-R2 - MR-SEA-DEV under Management Reporter....(read more)

Taking Your Financial Reports to the Next Level with Management Reporter – Financial Matrix (8 of 8)

2013-05-30T19:44:00Z

The final report in the “Taking your Financial Reports to the Next Level with Management Reporter” series is called “Financial Matrix.” A senior leader in the company needs to be able to see how all of his retail channels are performing. The financial matrix gives him a high level view of each retail channel by cost center and region. He can immediately see what regions and channels are under performing. He can then take that information to those responsible for those areas...(read more)

Taking Your Financial Reports to the Next Level with Management Reporter – Quarterly Tax Form (7 of 8)

2013-05-23T15:59:35Z

The next report in the “Taking your Financial Reports to the Next Level with Management Reporter” series is called “Quarterly Tax Form.” This report is designed to provide the tax information required when filing quarterly employee tax information. The concept behind this report was to use the tax form itself as a guide. When building the row definition, each line in forum becomes a row in the row definition, then main accounts are added where appropriate, values are hard...(read more)

Taking Your Financial Reports to the Next Level with Management Reporter – Statement of Cash Flows (6 of 8)

2013-05-21T20:35:00Z

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 need for sufficient cash to cover operating expenses needs to be balanced against opportunities to pay off debt or to make operating investments. The Statement of Cash Flows report helps in evaluating...(read more)

Taking Your Financial Reports to the Next Level with Management Reporter – Postings Audit (5 of 8)

2013-05-17T14:30:00Z

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 correct amounts. The Audit report helps you evaluate how transactions were posted by providing a look a the details for each transaction in a straightforward way. The Row Definition for the report...(read more)

Taking Your Financial Reports to the Next Level with Management Reporter – Budget to Target (4 of 8)

2013-05-13T21:53:00Z

The fourth report in the “Taking your Financial Reports to the Next Level with Management Reporter” series is called “Budget to Target.” During the planning stage for a fiscal year or quarter a business often sets goals or targets they want to strive for. This report is for the budget manager to run during the budgeting process as department managers are entering their budgets. The rows of the report contain target numbers entered in rows, expenses, and calculations to...(read more)

Taking Your Financial Reports to the Next Level with Management Reporter – Weekly Material Usage (3 of 8)

2013-05-09T13:00:00Z

The third report in the “Taking your Financial Reports to the Next Level with Management Reporter” series is called “Weekly Material Usage.” Tracking the efficiency of your operations can encompass different types of data and analysis, making it difficult to obtain with a single report. The Weekly Material Usage report accomplishes this and uses key features of Management Reporter to make it short and effective. The rows of the report contain quantity data from Dynamics...(read more)

Management Reporter RU5 Regional Installs Available

2013-05-07T19:38:44Z

Management Reporter 2012 RU5 regional installs are now available for download and include two new countries, Brazil and Japan. The full list of available regional installs is below....(read more)

Taking Your Financial Reports to the Next Level with Management Reporter – Weekly Campaign Revenue (2 of 8)

2013-05-06T13:38:00Z

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 Dynamics General Ledger account structure, you can easily create a report in Management Reporter to help you track weekly revenue for the various marketing tactics you’ve put to use in your...(read more)

Taking Your Financial Reports to the Next Level with Management Reporter - Quarterly Revenue by Business Unit (1 of 8)

2013-05-03T14:44:19Z

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 the company is in Quarter 3 (Q3) of their fiscal year. Because Q1 and Q2 are past, only the variance amounts (difference between actual and forecast) are shown for these quarters. For Q3, the current...(read more)

Take Your Financial Reports to the Next Level with Management Reporter

2013-05-01T19:40:03Z

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 different reports that not only take advantage of the flexibility in Management Reporter, but also show you how to find the hidden data in your general ledger and how to include additional data into...(read more)

Drill down to Dynamics GP DDM from within desktop viewer -- Management Reporter RU5

2013-04-30T13:00:00Z

Drilling from the account level reports to Dynamics GP 2013 inquiry screens is now available with Management Reporter Rollup 5. Users can analyze data from the source system to make quick decisions and inquiries by drilling on actual and budget data. (Please visit the site to view this video)...(read more)

Which Dynamics budgeting solution should I use?

2013-04-30T02:12:00Z

Budgeting is an important component of your Microsoft Dynamics® ERP and we have multiple options for budgeting solutions from Microsoft. If you’re using Microsoft Dynamics AX, budget planning features integrated with Microsoft® Excel® were added with Microsoft Dynamics AX 6.2 R2. Budget Planning will appeal particularly to organizations that have structured budgeting processes. Budget Planning also allows for multiple budgeting processes to be active at the same time to allow...(read more)

Transaction detail optimized - Management Reporter RU5

2013-04-29T20:15:00Z

Reports with transaction detail are a great way to answer your detailed reporting questions and find key information such as document numbers, posting dates, or individual transactions in their native currency. But maybe, you've been holding back on printing reports at this detail level, worrying that it meant the reports took longer to generate or that the storage for these reports would become unruly. With RU5, we've reworked how transaction detail is stored, ensuring it's optimized...(read more)

Launch Report Designer from within the Dynamics AX 2012 R2 Client - Management Reporter RU5

2013-04-26T15:35:00Z

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. This video shows how you'll be able to launch Management Reporter from within Dynamics AX 2012 (Please visit the site to view this video) How do I get this new Dynamics AX functionality...(read more)

Management Reporter Web Viewer as default - Management Reporter RU5

2013-04-24T21:47:00Z

We’ve gotten a lot of great feedback about the web viewer since releasing it back in RU3. In order for all users to benefit from the great features in the web viewer, it’s been made the default viewer for Management Reporter in RU5. If you need to view a report in the desktop viewer, you can still do that as well a couple of different ways. You can open the desktop viewer and browse to the report you want to view or you can download the report from within the web viewer. For a refresher...(read more)

Using the default report link location for easy access to reports - Management Reporter RU5

2013-04-24T14:58:00Z

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 library. This shared library can be stored in either Microsoft ® SharePoint® or a file share on a network computer. We have extended that functionality in Management Reporter 2012 RU5 making...(read more)

Collapse detailed report into summary view - Management Reporter RU5

2013-04-23T14:20:27Z

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) http://www.youtube.com/watch?v=9IwLkQpIyH0...(read more)

Management Reporter RU5 brings new features, support for new countries

2013-04-18T18:12:00Z

Management Reporter RU5 brings a variety of new features to Management Reporter users, along with support for two additional countries. As of today, customers and partners can download Management Reporter RU5 . Key features in Management Reporter RU5 include: Collapse detailed report into summary view – Any report displayed in the Web Viewer can automatically be collapsed into a summary view; Management Reporter report designers will no longer need to create both a detailed and summary...(read more)

Sorting columns for enhanced variance reporting

2013-04-10T15:12:00Z

Monitoring your organization's performance when compared to a budget is a common business task. With Management Reporter, you can easily compare budget to actual balances, as well as view the supporting transactions. One feature that you may not be aware of, is that you can sort the report in order of variance dollars, variance percentage, or any other column on the report. Sorting by variance percentage makes it easy to spot what areas may require additional action. Here is an actual vs budget...(read more)

Relive Convergence 2013—Online!

2013-04-02T19:19:00Z

If you attended Convergence and are looking for refreshers on the Management Reporter and Forecaster content , be sure to check out “ Convergence 2013 – Online !” From this site, you’ll e able to view content from Convergence breakout sessions, keynotes, general sessions, concurrents and deep dives sessions. The ‘My Convergence’ site will be available for 12 months following the event, so that you can continue your learning, revisit your favorite sessions...(read more)

Partner to host free Management Reporter and Forecaster online user conferences in April

2013-04-02T13:42:00Z

Free online user conference for Management Reporter and Forecaster have been scheduled for April 16 and 17. Hosted by MSX Group, a Microsoft partner the specializes in Corporate Performance Management (CPM), these conferences will focus on both beginner and advanced user training and tips to help you get the most out of your CPM solutions. The session on Tuesday, April 16 , will include: Management Reporter product overview Customer testimonials and Q&A Training sessions Tips...(read more)