Dynamics Corporate Performance Management

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

Dynamics CPM Team — Fri, 17 May 2013 14:30:00 GMT

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...(read more)

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

Dynamics CPM Team — Mon, 13 May 2013 21:53:00 GMT

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...(read more)

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

Dynamics CPM Team — Thu, 09 May 2013 13:00:00 GMT

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...(read more)

Management Reporter RU5 Regional Installs Available

Dynamics CPM Team — Tue, 07 May 2013 19:38:44 GMT

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)

Dynamics CPM Team — Mon, 06 May 2013 13:38:00 GMT

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...(read more)

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

Dynamics CPM Team — Fri, 03 May 2013 14:44:19 GMT

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...(read more)

Take Your Financial Reports to the Next Level with Management Reporter

Dynamics CPM Team — Wed, 01 May 2013 19:40:03 GMT

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...(read more)

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

Dynamics CPM Team — Tue, 30 Apr 2013 13:00:00 GMT

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....(read more)

Which Dynamics budgeting solution should I use?

Dynamics CPM Team — Tue, 30 Apr 2013 02:12:00 GMT

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®...(read more)

Transaction detail optimized - Management Reporter RU5

Dynamics CPM Team — Mon, 29 Apr 2013 20:15:00 GMT

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...(read more)

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

Dynamics CPM Team — Fri, 26 Apr 2013 15:35:00 GMT

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...(read more)

Management Reporter Web Viewer as default - Management Reporter RU5

Dynamics CPM Team — Wed, 24 Apr 2013 21:47:00 GMT

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...(read more)

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

Dynamics CPM Team — Wed, 24 Apr 2013 14:58:00 GMT

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...(read more)

Collapse detailed report into summary view - Management Reporter RU5

Dynamics CPM Team — Tue, 23 Apr 2013 14:20:27 GMT

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...(read more)

Management Reporter RU5 brings new features, support for new countries

Dynamics CPM Team — Thu, 18 Apr 2013 18:12:00 GMT

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...(read more)

Sorting columns for enhanced variance reporting

Dynamics CPM Team — Wed, 10 Apr 2013 15:12:00 GMT

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...(read more)

Relive Convergence 2013—Online!

Dynamics CPM Team — Tue, 02 Apr 2013 19:19:00 GMT

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...(read more)

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

Dynamics CPM Team — Tue, 02 Apr 2013 13:42:00 GMT

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...(read more)

Management Reporter User Guide available for download

Dynamics CPM Team — Wed, 27 Mar 2013 22:54:00 GMT

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...(read more)

Microsoft Forecaster - SP5 now available!

Dynamics CPM Team — Fri, 22 Mar 2013 15:41:20 GMT

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...(read more)

Hello from Convergence 2013!

Dynamics CPM Team — Thu, 21 Mar 2013 15:09:05 GMT

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...(read more)

How to enable data mart notifications

Dynamics CPM Team — Thu, 14 Mar 2013 15:43:00 GMT

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...(read more)

Reporting on Dynamics GP Analytical Accounting Budget Trees

Dynamics CPM Team — Fri, 01 Mar 2013 21:10:00 GMT

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...(read more)

Using posting layers in Management Reporter

Dynamics CPM Team — Thu, 21 Feb 2013 19:12:35 GMT

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...(read more)