Dynamics Financial Reporting

All about financial reporting and consolidations for Microsoft Dynamics ERPs

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  • Blog Post: Downloading formulas to Excel - Feedback and Hotfix

    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 problems people were seeing when downloading reports...
  • 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: Choose to report on GL or AA data with Microsoft Dynamics GP data mart (CU10 Feature)

    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 specific processes, but may not need to include...
  • Blog Post: Formatting report headers when downloading Management Reporter reports to Microsoft Excel (CU10 Feature)

    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 have been added to the report definition to allow...
  • Blog Post: Company Selection for Microsoft Dynamics GP data mart (CU10 Feature)

    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. In speaking with customers, we’ve...
  • Blog Post: Download TOT formulas to Microsoft Excel from a Management Reporter report (CU10 Feature)

    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 Excel files. Check out the video below to see...
  • Blog Post: Management Reporter 2012 CU 10 Now Available!

    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 flexibility around company configuration for...
  • 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: How to handle zero values on your report

    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. In some cases it is beneficial to see that zero...
  • Blog Post: Viewing previous month's reports in the web viewer (CU9 Feature)

    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 hunting around trying to find that report for last...
  • Blog Post: Display currency symbol, currency code and currency description (CU9 Feature)

    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 defined in the Dynamics ERP when the currency is...
  • Blog Post: ERP Data validation with data mart (CU9 Feature)

    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 Console will now automatically review...
  • Blog Post: Publish a report from the Management Reporter web viewer (CU9 Feature)

    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. The output locations and report dates used when...
  • Blog Post: Refresh a report in the Management Reporter web viewer (CU9 Feature)

    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 Management Reporter CU9, we've added the ability...
  • Blog Post: Management Reporter CU9 Released!

    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 to data issues in the ERP. Here’s...
  • Blog Post: Getting started with a new report: How detail levels can influence your report design

    You may be familiar with the different detail levels in Management Reporter. The detail level is used as the determining factor for whether a report is a high level summary, a report where you can view sales or expenses by cost center or individual accounts, or a detailed report where you can drill in...
  • Blog Post: Getting Started with a New Report - Row Definition Basics

    Management Reporter uses building blocks to make sure that your reports can reuse existing rows, columns, and trees rather than creating unique ones per report. There are a few concepts that can help you when building a new report to help reduce the need for maintenance and increase reusability. When...
  • Blog Post: Displaying zeros as dashes in Management Reporter

    A great way to customize how data is displayed on your report is by using format overrides. One of the customizations available, is changing how zeros are displayed. The video below shows you how to use a format override to display dashes instead of zeros.
  • Blog Post: Excel enhancements in Management Reporter CU8

    While the web viewer for Management Reporter reports offers a number of interactive and collaborative features, sometimes you just want to view a report in Excel. There were a number of enhancements made in how reports are exported to Excel in CU8. These enhancements were targeted to help provide a consistent...
  • Blog Post: Currency Translation Adjustment: Comparing P&L accounts at the average and month end rates

    With the release of Management Reporter CU7 and CU8, currency translation for Dynamics AX 2012 and Dynamics GP 2013 was introduced. Customers want to be able to compare their Profit and Loss accounts at the weighted average or average rate to the month end rate. Each ERP allows one currency translation...
  • Blog Post: Side by side reports (CU8 Feature)

    There may be times when you need to place data side by side in your financial reports. One of the most common scenarios for this a side by side balance sheet where assets are on one side and liabilities and owner's equity are on the other. With Management Reporter CU8, this can be done with a simple...
  • Blog Post: Autotext in CALC columns (CU8 feature)

    There may be situations where you have reports that require calculated periods or where you need to perform some calculations to get to your final report format. With CU8 of Management Reporter, you can now apply autotext codes such as @CalMonthLong and @FiscalPeriod to print the period name, period...
  • Blog Post: Currency translation for Microsoft Dynamics GP 2013 data mart (CU8 feature)

    Management Reporter CU8 announces support for currency translation for Dynamics GP 2013 customers using the data mart. Currency translation using the data mart configuration follows consistent translation methods across Dynamics GP 2013 and Dynamics AX 2012. With the data mart, Management Reporter...
  • Blog Post: Management Reporter CU8 released!

    Hi everyone, This is my first CPM blog and I get the pleasure of announcing the release of Management Reporter 2012 CU8. This release, which has been posted for download, includes currency translation within the data mart for Dynamics GP 2013 customers, side by side report layouts, additional formatting...
  • 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...
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