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Dynamics Financial Reporting
All about financial reporting and consolidations for Microsoft Dynamics ERPs
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Dynamics Financial Reporting
Updates for Dynamics GP Currency Translation
Posted
7 days ago
by
April Olson
0
Comments
Management Reporter CU11 contains updates for GP Currency Translation. Changes to how currency translation works for GP are: The account category is no longer required for Retained Earnings. The translation now uses the original document information...
Dynamics Financial Reporting
Management Reporter 2012 CU 11 Now Available!
Posted
8 days ago
by
Ryan Sandness
1
Comments
Management Reporter 2012 CU11 has been posted for download. This release contains enhancements around reporting on multiple closing periods, currency translation fixes for Microsoft Dynamics GP, performance improvements, and additional flexibility around...
Dynamics Financial Reporting
Now Available! Lifecycle Services Diagnostics for Management Reporter and Microsoft Dynamics AX 2012
Posted
1 month ago
by
Ryan Sandness
1
Comments
I’m happy to announce that eight new diagnostics scripts are now included for AX2012 specific to GL and Budgeting that help identify data inconsistencies that cause issues for Management Reporter integrations. These scripts check for invalid data...
Dynamics Financial Reporting
Downloading formulas to Excel - Feedback and Hotfix
Posted
2 months ago
by
Jill Carter
3
Comments
We've gotten a lot of great feedback about the new feature added in CU10 to include TOT row formulas when downloading reports to Microsoft Excel. Along with that feedback, a couple of issues were also found. We've released a hotfix that addresses the...
Dynamics Financial Reporting
Account category display in Management Reporter reports (CU10 Feature)
Posted
2 months ago
by
Jill Carter
2
Comments
Having clean and easy to read reports is important. It let's users focus on the report data quickly. With Management Reporter 2012 CU10, the account category description and dimension are no longer displayed when users drill down to the account and transaction...
Dynamics Financial Reporting
Choose to report on GL or AA data with Microsoft Dynamics GP data mart (CU10 Feature)
Posted
2 months ago
by
Ryan Sandness
0
Comments
With Management Reporter CU10, we’ve introduced the ability to opt-out of reporting on Analytical Accounting (AA) data for those using the data mart. In speaking with customers, we’ve found that many people may use Analytical Accounting for...
Dynamics Financial Reporting
Formatting report headers when downloading Management Reporter reports to Microsoft Excel (CU10 Feature)
Posted
2 months ago
by
Jill Carter
0
Comments
Report headers provide context for your reports. Depending on what you need to do with those reports, you may want to see the headers within the report body itself or only when viewing it in a page view. In Management Reporter 2012 CU10, two new options...
Dynamics Financial Reporting
Company Selection for Microsoft Dynamics GP data mart (CU10 Feature)
Posted
2 months ago
by
Ryan Sandness
2
Comments
With Management Reporter CU10, we’ve introduced the ability to have much more control over which companies are available for reporting. The first feature to support this flexibility is the ability to exclude or include specific companies for reporting...
Dynamics Financial Reporting
Download TOT formulas to Microsoft Excel from a Management Reporter report (CU10 Feature)
Posted
2 months ago
by
Jill Carter
11
Comments
One of the most voted for features for Management Reporter in Microsoft Connect is the ability to include formulas when downloading reports to Microsoft Excel. In Management Reporter 2012 CU10, users will be able to include TOT row formulas in downloaded...
Dynamics Financial Reporting
Management Reporter 2012 CU 10 Now Available!
Posted
3 months ago
by
hminzner
14
Comments
Management Reporter 2012 CU10 has been posted for download. This release contains enhancements around some of the most voted on suggestions in MSConnect including; export to Excel enhancements, suppressing account category details on reports, and additional...
Dynamics Financial Reporting
Reporting on quantity values from Microsoft Dynamics AX 2012
Posted
4 months ago
by
Ryan Sandness
0
Comments
Management Reporter can be used to create some great operational reports. Linking a report to Excel is one great way to get at additional data, but actual quantity or budget quantity values can be used for statistical data as well. I've seen many great...
Dynamics Financial Reporting
Reporting on a blank dimension
Posted
4 months ago
by
April Olson
1
Comments
In dimension based ERPs transactions are often posted without a dimension, or a 'blank' dimension. It's important to be able to report on transactions without a specific dimension to account for all balances in the system. To report accurately on blank...
Dynamics Financial Reporting
How Report, Column, and Row formatting work together
Posted
5 months ago
by
Ryan Sandness
0
Comments
Understanding how formatting within the Rows, Columns, and Report Definitions within Management Reporter interact with each other will help to show report detail with the precision you need. The main point to understand is the priority of what formatting...
Dynamics Financial Reporting
Planning your chart of accounts in AX 2012 blog
Posted
5 months ago
by
April Olson
0
Comments
Planning your chart of accounts is a crucial part of an implementation, and reporting is an important consideration during this process. The Microsoft Dynamics AX Solution Architecture team has started a seven part series blog on planning your chart of...
Dynamics Financial Reporting
Linking to another Management Reporter report
Posted
5 months ago
by
Jill Carter
0
Comments
We get asked quite a bit how to include information from one Management Reporter report on another Management Reporter report. This can be done in Management Reporter by using the link to Management Reporter worksheet option in the row definition. A few...
Dynamics Financial Reporting
Improvements made to User Integration for Microsoft Dynamics AX 2012 for deleted or removed users
Posted
6 months ago
by
Ryan Sandness
2
Comments
We've been hearing feedback that the user integration for Microsoft Dynamics AX 2012 wasn't handling deleted or removed users as well as it could. With CU9 we've made a few improvements to make sure that a user within Dynamics AX who is deleted from your...
Dynamics Financial Reporting
Rounding to thousands, millions and billions with format overrides
Posted
6 months ago
by
April Olson
3
Comments
The Report Definition in Management Reporter has options that allow you to round the entire report to options such as whole dollars, thousands, millions and more. But sometimes you don't want an entire report rounded, you want a specific row or column...
Dynamics Financial Reporting
How to handle zero values on your report
Posted
6 months ago
by
Ryan Sandness
0
Comments
When designing your report, you may encounter some areas where you have a zero value. The zero value may be caused by no activity thus far, a calculation that isn't relevant for all rows or columns of a report, or because of another type of calculation...
Dynamics Financial Reporting
Viewing previous month's reports in the web viewer (CU9 Feature)
Posted
7 months ago
by
Jill Carter
0
Comments
When reviewing this month's report in the web viewer, sometimes it's helpful to be able to go back and look at the same report for the last month. With Management Reporter CU9, you can do this with a click of a button in the web viewer. There is no more...
Dynamics Financial Reporting
Display currency symbol, currency code and currency description (CU9 Feature)
Posted
7 months ago
by
April Olson
0
Comments
Users are able to select any reporting currency they wish to view data in from the Web Viewer application bar by clicking the Currency icon. With Management Reporter CU9, users can now dynamically see the currency symbol, code and description they have...
Dynamics Financial Reporting
ERP Data validation with data mart (CU9 Feature)
Posted
7 months ago
by
Ryan Sandness
3
Comments
For Management Reporter CU9, we've introduced a new feature to proactively warn you if there is data in Microsoft Dynamics that will cause problems in Management Reporter. If you are using a data mart integration with Dynamics GP or Dynamics SL, the Configuration...
Dynamics Financial Reporting
Publish a report from the Management Reporter web viewer (CU9 Feature)
Posted
7 months ago
by
Jill Carter
1
Comments
Once you are done making adjustments and you've verified the data using refresh in the web viewer , you may want to be to publish that report out for everyone else to view as well. With Management Reporter CU9, this can all be done from the web viewer...
Dynamics Financial Reporting
Refresh a report in the Management Reporter web viewer (CU9 Feature)
Posted
7 months ago
by
Jill Carter
5
Comments
There are times when you want to be able to get an updated view of the data in a report without having to go back in Report Designer to regenerate the report. One of the main times this is needed is when folks are making their month end adjustments. With...
Dynamics Financial Reporting
Management Reporter CU9 Released!
Posted
7 months ago
by
Jill Carter
20
Comments
Management Reporter 2012 CU9 has been posted for download ! This release contains enhancements to the Management Reporter Web Viewer around opening and refreshing reports along with additional troubleshooting information in the Configuration Console related...
Dynamics Financial Reporting
Choosing your calculation priority for totals and calculations
Posted
7 months ago
by
April Olson
5
Comments
Report Definitions in Management Reporter have a setting for Calculation priority on the Settings tab. By default the setting has row calculations being performed first and then column calculations. Most people do not even know about this setting because...
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