Dynamics Financial Reporting

All about financial reporting and consolidations for Microsoft Dynamics ERPs

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  • Blog Post: Management Reporter 2012 CU 11 Now Available!

    Management Reporter 2012 CU11 has been posted for download. This release contains enhancements around reporting on multiple closing periods, currency translation fixes for Microsoft Dynamics GP, performance improvements, and additional flexibility around company configuration for Microsoft Dynamics GP...
  • Blog Post: Now Available! Lifecycle Services Diagnostics for Management Reporter and Microsoft Dynamics AX 2012

    I’m happy to announce that eight new diagnostics scripts are now included for AX2012 specific to GL and Budgeting that help identify data inconsistencies that cause issues for Management Reporter integrations. These scripts check for invalid data within General Ledger and Budgeting that can cause...
  • 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: 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: 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: 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: 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: 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: 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: Choosing your calculation priority for totals and calculations

    Report Definitions in Management Reporter have a setting for Calculation priority on the Settings tab. By default the setting has row calculations being performed first and then column calculations. Most people do not even know about this setting because 95% of the time you never need to change it. However...
  • 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: Using keyboard shortcut F3 to save steps

    As we were training new individuals on Management Reporter a few weeks ago, we were stepping through creating a total row for total sales. We were asked how we got the format code TOT to show in column C, Format code. It's a common question and one we have to explain quite often. To get to the many fields...
  • Blog Post: Management Reporter feature and version number summary

    Over the last two years there have been quarterly releases of Management Reporter that have introduced many new features and supported scenarios. The Program Management team and Customer Service team are always getting asked what version contains a feature a customer is interested in. This is the cheat...
  • 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: 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...
  • Blog Post: Drilling back to Microsoft Dynamics with Management Reporter web viewer (CU7 feature)

    Getting to information quickly is necessary when making business decisions. With the Management Reporter web viewer, not only can you drill down to the individual transactions, you can also drill back in your Microsoft Dynamics ERP. Once in Microsoft Dynamics, you are then able to view invoices and source...
  • Blog Post: Training materials now available for Management Reporter 2012

    Updated training materials and an updated virtual machine are now available for Management Reporter 2012! You can find the updated training materials on PartnerSource and CustomerSource . The virtual machine is available to download for MCTs on the MCT Download Center. Please look for image AX2012...
  • 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: Management Reporter RU5 Regional Installs Available

    Management Reporter 2012 RU5 regional installs are now available for download and include two new countries, Brazil and Japan. The full list of available regional installs is below. Customers in countries not listed can use Management Reporter in one of the available languages, if they wish.
  • Blog Post: Taking Your Financial Reports to the Next Level with Management Reporter – Weekly Campaign Revenue (2 of 8)

    The second report in the “Taking your Financial Reports to the Next Level with Management Reporter” series is called “Weekly Campaign Revenue.” Managing the revenue associated with various marketing campaigns can be challenging. But, if you’re using dimensions in your Microsoft...
  • 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: Take Your Financial Reports to the Next Level with Management Reporter -- Introduction to Blog Series

    Often when we talk about Management Reporter and Microsoft Dynamics ERPs we focus on the traditional financial statements, since that's one of the things Management Reporter does so well. Over the next couple of weeks, we are taking a different approach. We'll be showing you how to create eight different...
  • 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...
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