Dynamics Financial Reporting

All about financial reporting and consolidations for Microsoft Dynamics ERPs

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  • 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: 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: 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: Web viewer quick reference guide

    Since releasing the web viewer, we’ve done quite a few posts and videos on what it can do and how to use it. All of this information is a great resource, but we still get quite a few questions about what the web viewer does and how people can use it. So, I thought I’d pull together a map...
  • Blog Post: Using non-printing columns in column calculations

    When using non-printing columns in your column calculations be sure to think about the columns you want included in the calculation. If you define range calculation, only the printing columns are included in the calculation. If you define each column individually in the calculation, printing and non...
  • 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 Revenue by Business Unit (1 of 8)

    The first report in the “Taking your Financial Reports to the Next Level with Management Reporter” series is called “Quarterly Revenue by Business Unit.” This report is designed to help someone like the sales manager zero in on the most critical revenue information. Assume...
  • Blog Post: Sorting columns for enhanced variance reporting

    Monitoring your organization's performance when compared to a budget is a common business task. With Management Reporter, you can easily compare budget to actual balances, as well as view the supporting transactions. One feature that you may not be aware of, is that you can sort the report in order of...
  • Blog Post: Relive Convergence 2013—Online!

    If you attended Convergence and are looking for refreshers on the Management Reporter and Forecaster content , be sure to check out “ Convergence 2013 – Online !” From this site, you’ll e able to view content from Convergence breakout sessions, keynotes, general sessions, concurrents...
  • Blog Post: Partner to host free Management Reporter and Forecaster online user conferences in April

    Free online user conference for Management Reporter and Forecaster have been scheduled for April 16 and 17. Hosted by MSX Group, a Microsoft partner the specializes in Corporate Performance Management (CPM), these conferences will focus on both beginner and advanced user training and tips to help you...
  • Blog Post: How to enable data mart integration notifications

    We’ve talked previously about the advantages of the Management Reporter data mart. This feature uses the existing Management Reporter server and client to connect to a data mart that holds the necessary financial data needed for financial reporting. This data mart uses a trickle method to continuously...
  • Blog Post: Creating Snapshot Reports with Management Reporter

    Management Reporter allows you to create wide variety of financial reports. We show examples of many different kinds of reports in our demos that take advantage of the dimension filtering capabilities in Management Reporter. Typically, the row definition contains the main or natural account and the reporting...
  • Blog Post: Getting the help you need for Management Reporter

    At some point in time, you may need to submit a support request for Management Reporter. To make sure you get the help you need in an efficient way, our support team suggests using the Microsoft Support Diagnostic Tool when submitting a technical support request. Diagnostics improves the customer...
  • Blog Post: Understanding the Microsoft Access Database Engine Prerequisite

    I've recently had several questions on the prerequisite for the Microsoft Access Database Engine. I wanted to provide some background on this to help understand you might be seeing this prerequisite. Here are screenshots depicting where you may see this error: Management Reporter needs either...
  • Blog Post: Applying an update to Management Reporter 2012

    Today, I’ve got tips for you when applying the update to Management Reporter 2012 Char mentions here . The high level steps for the update are: Read the documentation Download the update Update the server Update the database Update the clients After you’ve...
  • 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: Reporting on Microsoft Forecaster Data in Management Reporter

    We all want to report on information from our budgets, and many customers are using Microsoft Forecaster for budgeting and forecasting. If you’re on Dynamics GP , Dynamics SL or Dynamics AX 2009 , you have Microsoft Forecaster Data Transfer tool that will transfer balances from Microsoft Forecaster...
  • Blog Post: Training: Keep reports up to date with Missing Account Analysis

    Previously,we showed you a high level overview of Missing Account Analysis . Today, we’d like go deeper into how to use Missing Account Analysis to keep your reports up to date. This 15 minute video will: Provide an overview of Missing Account Analysis along with the different fields and...
  • Blog Post: Configuration Console - Management Reporter 2012 Feature Highlight

    Management Reporter 2012 has added several new features to simplify installation and configuration. The Configuration Console provides you additional flexibility in setting up and upgrading Management Reporter. Watch to see some of the new benefits.
  • Blog Post: Install Experience - Management Reporter 2012 Feature Highlight

    With Management Reporter 2012, we are making what we believe you’ll see as some positive changes to the system requirements. Removing the requirement for Internet Information Services (IIS) - This was primarily used as the endpoint that connected the client to the application server. It also...
  • Blog Post: Use Tasks in Microsoft Forecaster 7.0 to Automate Work and Save Time

    If you are using Microsoft Forecaster, you may have used tasks to perform a recalculation of input set values, or possibly run an allocation. In addition to these items, there are several other great things you can do with tasks. In many of the Forecaster implementations I’ve seen, tasks are...
  • Blog Post: Demo Reports for Dynamics SL are now available

    Demo reports specific to Dynamics SL 2011 are now available to download. These reports can be used for the following: 1. Provide demonstrations with existing sample companies 2. Get ideas and samples for more difficult types of reports, such as a cash flow statement 3. Develop a baseline...
  • Blog Post: Documentation for Management Reporter

    Are you looking for more information on Management Reporter? We are continually looking to provide help to get users familiar with Management Reporter. For those that have prior FRx experience we find that many users are able to pick up and begin working with little to no training. This blog post...
  • Blog Post: Demo Reports for Management Reporter

    Did you know that demo reports are available for Management Reporter? These demo reports have been developed specifically for each Microsoft Dynamics ERP. This means that you can use these reports to: 1. Provide demonstrations with existing sample companies 2. Get ideas and samples for more...
  • Blog Post: Looking for training on Microsoft Forecaster?

    Are you ready to get going with Microsoft Forecaster, or add features to your existing Forecaster environment? I've compiled a list of resources to provide some training and help you get there. You can view a demonstration here . This is a great overview to help explain the different components that...
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