Dynamics Financial Reporting

All about financial reporting and consolidations for Microsoft Dynamics ERPs

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  • Blog Post: Account category display in Management Reporter reports (CU10 Feature)

    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 detail levels in a Management Reporter report...
  • Blog Post: Suppressing drill down on specific report lines

    There may be times when you want users to be able to drill down to details on certain lines in a report, but not all lines. Instead of creating multiple reports, use the XD format code in the row definition. The video below shows you how to use it and what users will see in the web viewer. http...
  • Blog Post: Accounts and dimensions displayed in order defined in Dynamics AX 2012 (CU7 feature)

    Management Reporter CU7 and Dynamics AX 2012 CU7 provides customers the ability to set an overall account and dimension order for creating and viewing reports. Here are the steps to set the order in Dynamics AX 2012 for Management Reporter: 1. Navigate to General Ledger > Setup > Financial dimensions...
  • Blog Post: Drilling back to Microsoft Dynamics with Management Reporter web viewer (CU7 feature)

    Getting to information quickly is necessary when making business decisions. With the Management Reporter web viewer, not only can you drill down to the individual transactions, you can also drill back in your Microsoft Dynamics ERP. Once in Microsoft Dynamics, you are then able to view invoices and source...
  • Blog Post: Drill down to Dynamics GP DDM from within desktop viewer -- Management Reporter RU5

    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.
  • Blog Post: Transaction detail optimized - Management Reporter RU5

    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 on printing reports at this detail level, worrying that...
  • Blog Post: Microsoft Forecaster: Using menus to drill down on reports

    With budgeting season fast approaching, it’s time to start looking at how you can take advantage of features in Microsoft Forecaster that you may not be using or you are underutilizing. Menus are one of these features. Microsoft Forecaster contains different types of menus for different reasons...
  • Blog Post: How to sort Account level drill down

    Jan Harrigan, an avid Management Reporter user, recently posted a tip on her blog on how to sort the accounts at the drill down level. She notes that there is an option in the Report Settings form that you may have missed.
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