Dynamics Financial Reporting

All about financial reporting and consolidations for Microsoft Dynamics ERPs

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  • 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: 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: 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: 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...
  • Blog Post: Format rows using indent to accent specific lines in your report

    It can be difficult for users to consume a report if it is all one large block of numbers. When designing a report, it is important to add some formatting to make the report easier to read and get information from. One common thing users do to break up reports is to format the detail rows on the report...
  • Blog Post: Build detail reports quickly using Insert Rows from Dimensions

    Reports that break out your financial details into logical groupings like accounts or dimensions are very powerful. This type of report can let you see the detail for your entire organization by browsing through a list of values. This type of detail can be viewed through either drilling into a summary...
  • Blog Post: Using column restrictions to improve your report presentation

    A well designed report will clearly describe the information that is important on the report and help report viewers to quickly understand the data. If there is a lot of data on the report, it can seem overwhelming to get an overview and know where to focus your attention. Using column restrictions...
  • Blog Post: Taking Your Financial Reports to the Next Level with Management Reporter – Financial Matrix (8 of 8)

    The final report in the “Taking your Financial Reports to the Next Level with Management Reporter” series is called “Financial Matrix.” A senior leader in the company needs to be able to see how all of his retail channels are performing. The financial matrix gives him a high level...
  • Blog Post: Taking Your Financial Reports to the Next Level with Management Reporter – Quarterly Tax Form (7 of 8)

    The next report in the “Taking your Financial Reports to the Next Level with Management Reporter” series is called “Quarterly Tax Form.” This report is designed to provide the tax information required when filing quarterly employee tax information. The concept behind this report...
  • Blog Post: Taking Your Financial Reports to the Next Level with Management Reporter – Postings Audit (5 of 8)

    The fifth report in the “Taking your Financial Reports to the Next Level with Management Reporter” series is called “Postings Audit.” Entering transactions accurately is important for proper reporting. Transactions should be posted to the correct accounts and dimensions with the...
  • Blog Post: Budget Planning for Dynamics AX 2012 R2

    With the release of Management Reporter 2012 Rollup 4, Management Reporter supports your reporting needs for Dynamics AX Budget Planning, a new solution in Dynamics AX 2012 R2. Budget Planning will appeal particularly to organizations that have formal and structured budgeting processes. Budget Planning...
  • Blog Post: Font styles in Management Reporter

    Font styles are a great way to efficiently create and standardize reports, as well as create reports that have a consistent look and feel. You can create and edit font styles for your report and apply them globally, to a report header, or to a specific row and column within a report. To create...
  • Blog Post: Alternative Income Statement format -- how did you do that?

    The variety of financial reports that you can create with Management Reporter is unlimited. We show examples in our demos of many different kinds of reports, taking advantage of the dimension filtering capabilities within Management Reporter. Generally in report design you are defining the natural accounts...
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