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

    Posted 2 days ago
    by Dynamics CPM Team 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 5 days ago
    by Dynamics CPM Team 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 10 days ago
    by Dynamics CPM Team 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 11 days ago
    by Dynamics CPM Team 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 13 days ago
    by Dynamics CPM Team 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 16 days ago
    by Dynamics CPM Team 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 17 days ago
    by Dynamics CPM Team 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 19 days ago
    by Dynamics CPM Team 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 19 days ago
    by Dynamics CPM Team 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 19 days ago
    by Dynamics CPM Team 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 23 days ago
    by Dynamics CPM Team 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 24 days ago
    by Dynamics CPM Team 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 25 days ago
    by Dynamics CPM Team 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 26 days ago
    by Dynamics CPM Team 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 1 month ago
    by Dynamics CPM Team 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 1 month ago
    by Dynamics CPM Team 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 1 month ago
    by Dynamics CPM Team 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 1 month ago
    by Dynamics CPM Team 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...

  • Top questions we helped customers with at Convergence 2013

    Posted 1 month ago
    by Dynamics CPM Team Dynamics CPM Team
    The Corporate Performance Management team is back from Convergence and had a great time talking to many customers and partners. During Convergence we answered many of the same questions over and over. Here are the top questions we helped customers with...

  • Management Reporter User Guide available for download

    Posted 1 month ago
    by Dynamics CPM Team Dynamics CPM Team
    A user guide for Management Reporter has been compiled and is available for download . This user guide summarizes the same information in the Management Reporter Help files in a single printable document. This guide will help Management Reporter users...

  • Microsoft Forecaster - SP5 now available!

    Posted 1 month ago
    by Dynamics CPM Team Dynamics CPM Team
    To cap off a great week talking with customers and partners at Convergence 2013 in New Orleans, we are happy to announce the release of Microsoft Forecaster 7.0 SP5. This service pack addresses issues surrounding Human Resources and Revenue as well as...

  • Hello from Convergence 2013!

    Posted 1 month ago
    by Dynamics CPM Team Dynamics CPM Team
    We're on our last day here in New Orleans at Convergence 2013 (#CONV2013) and it's been a busy week! So far across our team, we've presented 9 sessions and logged 20 hours in the Expo hall. It's been great connecting with customers and...

  • How to enable data mart notifications

    Posted 2 months ago
    by Dynamics CPM Team Dynamics CPM Team
    We’ve talked previously about the advantages of the data mart here , here , and here . Once the data mart is configured, you can set it and forget it. It will automatically integrate your data without requiring any manual steps. But, If you want...

  • Reporting on Dynamics GP Analytical Accounting Budget Trees

    Posted 2 months ago
    by Dynamics CPM Team Dynamics CPM Team
    The Management Reporter data mart for Dynamics GP, including Analytical Accounting provides additional flexibility and performance with reporting. One area of the enhanced flexibility is in the ability to report on Analytical Accounting budgets that uses...

  • Using posting layers in Management Reporter

    Posted 2 months ago
    by Dynamics CPM Team Dynamics CPM Team
    Within Management Reporter, data can by restricted by the operations, tax and current posting layers from Microsoft Dynamics AX. This video shows you how to use those posting layers in Management Reporter to create accurate reports for specialized report...
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