At Convergence earlier this year, we learned that many customers aren’t using the report scheduling feature in Management Report to run daily or weekly reports. After talking with these customers, two themes came up:
This blog will address both of these themes.
Let’s address the easier one first. Report scheduling offers a flexible and secure mechanism for automating the publishing of your financial reports from within Management Reporter. Report schedules are simple to setup and require little maintenance. In your business, report scheduling can be used to eliminate the repetitive task of generating the same reports every day or during your month end process. To learn more, check out this video.
Management Reporter is the best tool offered to help you create your financial statements, but it’s also a great solution for creating a variety of other reports based upon data in your General Ledger. With the flexibility of the dimensional capabilities in Management Reporter, many reports are possible that will help you and others in your company to better manage your business.
Here are links to just some of the many report examples we’ve covered in this blog over the last few years:
I think most are not using report scheduling as Management Reporter does not have the automatic emailing capabilities of its predecessor FrX.
Great we can schedule the reports. We cannot get them automatically into the mail box of the users. How slick it would be if my VP had these reports in their in box as they arrive instead of relying on IT or Accounting to mail it to them!
Many customers are using SharePoint alerts to automatically get the reports into the user email boxes and are very happy with this option. No need to mail them manually.
This post gives more info if you are willing to give it a try: blogs.msdn.com/.../e-mail-reports-using-sharepoint-alerts-management-reporter-2012-feature-highlight.aspx
One question we get is if Finance can set up the alerts for everyone and they can.