Dynamics Corporate Performance Management

Dynamics Corporate Performance Management
  • Using keyboard shortcut F3 to save steps

    As we were training new individuals on Management Reporter a few weeks ago, we were stepping through creating a total row for total sales. We were asked how we got the format code TOT to show in column C, Format code. It's a common question and one...
  • Partner to host free Management Reporter online user conference on April 18

    A free online user conference for Management Reporter have been scheduled for April 18. Hosted by MSX Group, a Microsoft partner the specializes in Corporate Performance Management (CPM), this conference will focus on both beginner and advanced user training...
  • 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...
  • Management Reporter feature and version number summary

    Over the last two years there have been quarterly releases of Management Reporter that have introduced many new features and supported scenarios. The Program Management team and Customer Service team are always getting asked what version contains a feature...
  • Displaying zeros as dashes in Management Reporter

    A great way to customize how data is displayed on your report is by using format overrides. One of the customizations available, is changing how zeros are displayed. The video below shows you how to use a format override to display dashes instead of zeros...
  • Excel enhancements in Management Reporter CU8

    While the web viewer for Management Reporter reports offers a number of interactive and collaborative features, sometimes you just want to view a report in Excel. There were a number of enhancements made in how reports are exported to Excel in CU8. These...
  • ´╗┐Hello from Convergence 2014 in Atlanta!

    The team had a great day in the Customer Experience Center (Expo)and round tables talking with customers and partners. We've gotten great questions and feedback about Management Reporter. Our sessions kick off today and we can't wait to hear...
  • Learn more about Management Reporter at Convergence 2014

    If you are heading to Atlanta next week for Convergence 2014 (March 4-7), we hope to see you there! Convergence Expo The Management Reporter team is sending several members of the team to the event. You can find us in the Expo in the Microsoft Technologies...
  • Currency Translation Adjustment: Comparing P&L accounts at the average and month end rates

    With the release of Management Reporter CU7 and CU8, currency translation for Dynamics AX 2012 and Dynamics GP 2013 was introduced. Customers want to be able to compare their Profit and Loss accounts at the weighted average or average rate to the month...
  • Side by side reports (CU8 Feature)

    There may be times when you need to place data side by side in your financial reports. One of the most common scenarios for this a side by side balance sheet where assets are on one side and liabilities and owner's equity are on the other. With Management...
  • Autotext in CALC columns (CU8 feature)

    There may be situations where you have reports that require calculated periods or where you need to perform some calculations to get to your final report format. With CU8 of Management Reporter, you can now apply autotext codes such as @CalMonthLong and...
  • Currency translation for Microsoft Dynamics GP 2013 data mart (CU8 feature)

    Management Reporter CU8 announces support for currency translation for Dynamics GP 2013 customers using the data mart. Currency translation using the data mart configuration follows consistent translation methods across Dynamics GP 2013 and Dynamics...
  • Management Reporter CU8 released!

    Hi everyone, This is my first CPM blog and I get the pleasure of announcing the release of Management Reporter 2012 CU8. This release, which has been posted for download, includes currency translation within the data mart for Dynamics GP 2013 customers...
  • Business Analyzer for Microsoft Dynamics AX has released

    Business Analyzer for Dynamics AX 2012 R2 is now is now available for download. Business Analyzer is a role tailored Windows 8 application to help users quickly gain insight into organizational performance and make decisions. It provides a dashboard view...
  • Acquisition date attribute for Dynamics AX 2012 (CU7 feature)

    Management Reporter CU7 introduced currency translation for Dynamics AX 2012 customers. Along with this feature we added the ability to see the attribute date associated with each transaction so you can track what date the exchange rate uses for translation...
  • Financial consolidations and currency translation for Dynamics AX 2012 whitepaper now available

    The Corporate Performance Management team and Microsoft Dynamics Information Experience team are happy to announce the availability of the Financial Consolidations and Currency Translation whitepaper. The paper is designed to show finance and accounting...
  • 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...
  • Format rows using indent to accent specific lines in your report

    It can be difficult for users to consume a report if it is all one large block of numbers. When designing a report, it is important to add some formatting to make the report easier to read and get information from. One common thing users do to break up...
  • Daily Reporting in Management Reporter

    Customers need to make decisions daily about their business, whether it's tracking expenses, sales, material usage or any other key driver of your business. With this comes the need to be able to report daily and even compare day over day to see trends...
  • Build detail reports quickly using Insert Rows from Dimensions

    Reports that break out your financial details into logical groupings like accounts or dimensions are very powerful. This type of report can let you see the detail for your entire organization by browsing through a list of values. This type of detail can...
  • Management Reporter documentation is now available on TechNet

    Management Reporter documentation is now available online for easy accessibility. You can get access to the contents of the product help file from the link below. http://technet.microsoft.com/en-us/library/dn435963.aspx Moving the documentation...
  • XBRL for Germany - Part 4: Filing the XBRL instance document

    The final step for fulfilling the XBRL requirement for Germany is to validate and file your instance document. This video steps through the process: (Please visit the site to view this video) This blog is the last in a series of 4 blogs that step...
  • XBRL for Germany - Part 3: Populate Global Common Data

    The third step in preparing Management Reporter to create the reports required for filing to the Ministry of Finance in Germany is populating and validating the Global Common Data.This video steps through the Global Common Data grid: (Please visit...
  • XBRL for Germany - Part 2: Create reports with XBRL elements

    The second step in preparing Management Reporter to create the reports required for filing to the Ministry of Finance in Germany is creating and tagging the lines of your report with XBRL elements.This video steps through tagging the report: (Please...
  • XBRL for Germany - Part 1: Create an XBRL Entity

    The first step in preparing Management Reporter to create the reports required for filing to the Ministry of Finance in Germany is creating an XBRL entity. This video steps through the XBRL Entity wizard so you can begin to tag your reports. (Please...