Dynamics Financial Reporting

All about financial reporting and consolidations for Microsoft Dynamics ERPs

Browse by Tags

Tagged Content List
  • 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: Linking to another Management Reporter report

    We get asked quite a bit how to include information from one Management Reporter report on another Management Reporter report. This can be done in Management Reporter by using the link to Management Reporter worksheet option in the row definition. A few things to keep in mind when using this option:...
  • 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: How to tell what update of Management Reporter you are using

    If you've ever talked with the support team or the product team, you've probably gotten asked what release of Management Reporter you are using. Here's a quick way to know that update you have on your system. Go to Help | About in Report Designer: In the screen shot above, you'll see the version...
  • 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: 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: Management Reporter documentation is now available on TechNet

    Management Reporter documentation is now available online for easy accessibility. You can get access to the contents of the product help file from the link below. http://technet.microsoft.com/en-us/library/dn435963.aspx Moving the documentation to TechNet provides several benefits including: ...
  • Blog Post: Linking one report to another in Management Reporter

    There may be times that you want to include a value from one report on another report. This could be you want net income from your income statement to be on your balance sheet or you want detailed reports to drive a summary report. In either case, Management Reporter provides a way to link these reports...
  • Blog Post: How to enter and vote for Management Reporter suggestions

    As the Dynamics CPM team interacts with customers, we often hear great ideas for new features in Management Reporter. When that happens, we tell people to be sure to enter a suggestion so we can track it and other customers who feel the same way can vote on it. We use these suggestions when do our planning...
Page 1 of 1 (13 items)