Designing Financial Statements - Questions

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I'm wanting to see my financial statements in GP... such as cash flows, balance sheet, etc... I try to go to reports -> financial -> financial statements , but it just brings up an empty box. I don't even have the choice to make a new one.

Next, I tried to find these reports in Management Reporter. So I found a cash flow and clicked to generate the report but I received this error.

Can anyone help me with either of these issues? I honestly feel like I'm overlooking something extremely simple. Goodness it's been a long day!

Thanks!

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Community Member on at

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RE: Designing Financial Statements - Questions

The new button isn't displaying in GP, and I'm a poweruser. As far as MR goes, I definitely agree with Frank that I need to do some extensive studying. I'll just keep chugging along. Thanks everyone!
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babubaskaran@outloo... 10 on at

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RE: Designing Financial Statements - Questions

Hi Kimberly,

Just to add to the valuable suggestions by Frank and Bill. You can check how to build simple income statement by Steve Chapman on the following link.

dynamicserpnow.com/management-reporter-simple-income-statement
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Bill Campbell 10 on at

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RE: Designing Financial Statements - Questions

Kimberly, that is likely the easier of the questions - if the new button is not available, then it is likely you are not a DESIGNER user in MR.

You would need to have that level of permission assigned by the Administrator for that to happen.

Hope this helps.
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Frank Hamelly | MVP... 46,470 Super User 2025 Season 1 on at

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RE: Designing Financial Statements - Questions

Use the Report Wizard to give you and idea how MR reports are designed. I don't have MR in front of me right now but try the 'Tools' menu item in the Main Menu.
Community Member on at

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RE: Designing Financial Statements - Questions

Also, I wanted to build a report - but that was part of the issue, the "New" button was greyed out.
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RE: Designing Financial Statements - Questions

Do you have any Management Reporter training suggestions? Alas, GP isn't my main job, I'm just figuring out piece by piece when I can.
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Frank Hamelly | MVP... 46,470 Super User 2025 Season 1 on at

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RE: Designing Financial Statements - Questions

Kimberly, you have to develop financials specific to your company. The ones you see in MR are sample reports that are not defined to your account structure. You really need to avail yourself of some training before using Management Reporter.