Dynamics Financial Reporting

All about financial reporting and consolidations for Microsoft Dynamics ERPs

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  • Blog Post: Management Reporter RU5 brings new features, support for new countries

    Management Reporter RU5 brings a variety of new features to Management Reporter users, along with support for two additional countries. As of today, customers and partners can download Management Reporter RU5 . Key features in Management Reporter RU5 include: Collapse detailed report into summary...
  • Blog Post: Preparing your reports for 2013

    It’s the New Year and as you are busy doing year end close and maybe stressing about taxes, it’s a good idea to step through this checklist to make sure any Management Reporter reports are prepared for the New Year. Complete Step Update budgets in...
  • Blog Post: How to use the database deployment tool for Windows 2003

    This week I'm posting an instructional video on how to use the database deployment tool. Why would I use the database deployment tool? The database deployment tool was created to support those that need to run the Management Reporter services from a Windows 2003 machine. It is required to...
  • 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: Report Wizard in Management Reporter

    Are you new to Management Reporter? Do you want to quickly design some basic reports? Management Reporter has a step by step report wizard that allows you to quickly create a balance sheet, income statement, or trial balance. (Tools -> Report Wizard) As you can see from the screen shot below...
  • Blog Post: How Dimension Names Impact Management Reporter

    I have seen some confusion about information missing from reports, reports returning zeros, and how to create consolidations for multiple companies. Today we’re going to take a look at how the link to Financial Dimensions column works and some scenarios to watch out for. In Management Reporter...
  • Blog Post: How can you get Management Reporter 2012?

    Hopefully, we’ve told you enough about Management Reporter 2012 that you’re wondering how you can get it! Let’s break it down for a couple scenarios…. You’re already using Management Reporter V2… If you’re already using Management Reporter V2, it’s...
  • Blog Post: Integration to Microsoft Dynamics NAV - Management Reporter 2012 Feature Highlight

    We are pleased to announce Management Reporter 2012 for Microsoft Dynamics NAV. Management Reporter provides real time financial reporting along with powerful collaboration and distribution capabilities. Management Reporter 2012 fully integrates to Microsoft Dynamics NAV’s general ledger out of...
  • Blog Post: Attributes - Management Reporter 2012 Feature Highlight

    Attributes are used in Management Reporter for two different purposes, filtering data and for displaying additional information about an account or transaction. In Management Reporter 2012, for Dynamics NAV and Dynamics AX 2012 customers, we have made it easier to work with attributes in row and column...
  • Blog Post: Company Integration - Management Reporter 2012 Feature Highlight

    One of the new features of Management Reporter 2012 will be functionality to make the install and setup experience much easier by enabling company integrations. Rather than setting up companies manually, we will provide functionality to import your companies from your Microsoft Dynamics ERP. This...
  • Blog Post: Quick Links - Management Reporter 2012 Feature Highlight

    Quick links are dynamically created to let report consumers jump to key areas of a report in the Report Viewer, allowing them to quick scan the information important to them. http://www.youtube.com/watch?v=_RxS_YqYUs4&feature=youtu.be
  • Blog Post: Dimension Sets - Management Reporter 2012 Feature Highlight

    Dimensions sets make the report design process easier and more streamlined by limiting the number of dimensions in the Dimensions window. Having a more manageable set of dimensions enables the user to design reports in a quicker fashion. http://www.youtube.com/watch?v=CPV4W1tvEbk&list=PLBE027591B1C070D6&index...
  • Blog Post: Report Scheduling - Management Reporter 2012 Feature Highlight

    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...
  • Blog Post: Lync Integration - Management Reporter 2012 Feature Highlight

    Instant messaging integration with Microsoft Lync allows you to start a discussion about the report you’re looking at using Microsoft Lync 2010. This feature is designed to improve productivity by waiting less time to find the answers to your questions, and to be more responsive to employee questions...
  • Blog Post: Financial Reporting Data Mart - Management Reporter 2012 Feature Highlight

    Management Reporter 2012 is introducing architectural changes that will positively impact Dynamics AX 2012 and NAV customers. Existing Dynamics AX 2012 customers will have the option to choose either the traditional provider method currently released, or the new data mart as their data provider. This...
  • Blog Post: Missing Account Analysis - Management Reporter 2012 Feature Highlight

    All companies will need to create new general ledger accounts or financial dimensions at some point. As new accounts and dimension values are added, existing reports need to be updated to report on these new values. Missing Account Analysis will allow you to proactively check for missing accounts prior...
  • Blog Post: Rolling Forecast Headers - Management Reporter 2012 Feature Highlight

    Rolling forecast headers provide users with headers that dynamically span columns based on the period and report date. This feature is great for rolling forecasts, where some columns contain Actual data, and some columns contain budget/forecast data. Each month, as the report date is changed, the headers...
  • Blog Post: Start learning how Management Reporter 2012 can make a difference in your business -- Management Reporter 2012 Feature Highlight

    Management Reporter 2012, which will be released this quarter, brings significant value to your business. This release is focused on the following four key themes: Over the next few weeks, our team will be posting “Management Reporter 2012 Feature Highlights” about every other day...
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