Dynamics Financial Reporting

All about financial reporting and consolidations for Microsoft Dynamics ERPs

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  • Blog Post: How Report, Column, and Row formatting work together

    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 overrides other formatting. Formatting priority...
  • Blog Post: Choosing your calculation priority for totals and calculations

    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 95% of the time you never need to change it. However...
  • Blog Post: Showing minority interest as a row on a consolidated income statement

    Wow! Minority interest showing as its own row on an income statement has been a hot topic over the last few weeks. We've been getting quite a few questions about it lately. We've shown you ownership percentages before in the consolidation series , but this is a bit different. With minority interest,...
  • Blog Post: How to calculate percentage of total expenses and other comparisons between accounts

    Did you know that you can calculate the percentage of total expenses for all individual expense lines? The Change Base Row (CBR) format code lets you identify a row as the base row, and then calculate what percentage other accounts are in relation to the base row. This type of report is commonly used...
  • Blog Post: Using non-printing columns in column calculations

    When using non-printing columns in your column calculations be sure to think about the columns you want included in the calculation. If you define range calculation, only the printing columns are included in the calculation. If you define each column individually in the calculation, printing and non...
  • Blog Post: Adding a column that divides an amount by the number of reporting periods

    Greg, one of the engineers on the Management Reporter Support team, wrote today's blog, which is focused on helping you add more meaningful calculated columns to your Management Reporter reports by using PERIODS in a calculation. Use PERIODS in a calculation when you want to divide the amount in a...
  • Blog Post: Taking Your Financial Reports to the Next Level with Management Reporter – Statement of Cash Flows (6 of 8)

    The sixth report in the “Taking your Financial Reports to the Next Level with Management Reporter” series is the “Statement of Cash Flows.” There are often multiple financial or strategic opportunities available to a company, but not a lot of cash for those opportunities. The...
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