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Using non-printing columns in column calculations
Posted
5 days ago
by
Dynamics CPM Team
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...
Adding a column that divides an amount by the number of reporting periods
Posted
12 days ago
by
Dynamics CPM Team
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...
Microsoft Forecaster Data Transfer Tool Updated
Posted
15 days ago
by
Dynamics CPM Team
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.
Training materials now available for Management Reporter 2012
Posted
19 days ago
by
Dynamics CPM Team
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...
Taking Your Financial Reports to the Next Level with Management Reporter – Financial Matrix (8 of 8)
Posted
20 days ago
by
Dynamics CPM Team
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...
Taking Your Financial Reports to the Next Level with Management Reporter – Quarterly Tax Form (7 of 8)
Posted
27 days ago
by
Dynamics CPM Team
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...
Taking Your Financial Reports to the Next Level with Management Reporter – Statement of Cash Flows (6 of 8)
Posted
29 days ago
by
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...
Taking Your Financial Reports to the Next Level with Management Reporter – Postings Audit (5 of 8)
Posted
1 month ago
by
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...
Taking Your Financial Reports to the Next Level with Management Reporter – Budget to Target (4 of 8)
Posted
1 month ago
by
Dynamics CPM Team
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...
Taking Your Financial Reports to the Next Level with Management Reporter – Weekly Material Usage (3 of 8)
Posted
1 month ago
by
Dynamics CPM Team
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...
Management Reporter RU5 Regional Installs Available
Posted
1 month ago
by
Dynamics CPM Team
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.
Taking Your Financial Reports to the Next Level with Management Reporter – Weekly Campaign Revenue (2 of 8)
Posted
1 month ago
by
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...
Taking Your Financial Reports to the Next Level with Management Reporter - Quarterly Revenue by Business Unit (1 of 8)
Posted
1 month ago
by
Dynamics CPM Team
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...
Take Your Financial Reports to the Next Level with Management Reporter
Posted
1 month ago
by
Dynamics CPM Team
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...
Drill down to Dynamics GP DDM from within desktop viewer -- Management Reporter RU5
Posted
1 month ago
by
Dynamics CPM Team
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....
Which Dynamics budgeting solution should I use?
Posted
1 month ago
by
Dynamics CPM Team
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®...
Transaction detail optimized - Management Reporter RU5
Posted
1 month ago
by
Dynamics CPM Team
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...
Launch Report Designer from within the Dynamics AX 2012 R2 Client - Management Reporter RU5
Posted
1 month ago
by
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 Web Viewer as default - Management Reporter RU5
Posted
1 month ago
by
Dynamics CPM Team
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...
Using the default report link location for easy access to reports - Management Reporter RU5
Posted
1 month ago
by
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...
Collapse detailed report into summary view - Management Reporter RU5
Posted
1 month ago
by
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...
Management Reporter RU5 brings new features, support for new countries
Posted
2 months ago
by
Dynamics CPM Team
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...
Sorting columns for enhanced variance reporting
Posted
2 months ago
by
Dynamics CPM Team
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...
Relive Convergence 2013—Online!
Posted
2 months ago
by
Dynamics CPM Team
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...
Partner to host free Management Reporter and Forecaster online user conferences in April
Posted
2 months ago
by
Dynamics CPM Team
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...
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