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: 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: What do I need to configure in Dynamics AX to get the most out of Management Reporter?

    Management Reporter provides many features to enable a wide variety of reporting scenarios. You can generate traditional financial statements, detailed budget and forecast reports, and operational type reports from Management Reporter. In order to get the most out of Management Reporter, consider following...
  • Blog Post: Tips on moving Management Reporter to a new server

    If you’ve looked for information on how to move Management Reporter from one server to another -- maybe when you’re upgrading hardware or consolidating applications -- we’ve got some documented help. The steps for doing this are fairly straightforward. You’ll basically need...
  • 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: Adding a column that divides an amount by the number of reporting periods

    Greg, one of the engineers on the Management Reporter Support team, wrote today's blog, which is focused on helping you add more meaningful calculated columns to your Management Reporter reports by using PERIODS in a calculation. Use PERIODS in a calculation when you want to divide the amount in a...
  • 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: Launch Report Designer from within Dynamics AX 2012 R2 Client - Management Reporter RU5

    Using Management Reporter with Dynamics AX is easier than ever now that you can launch Management Reporter Report Designer from the menus in both Dynamics AX General Ledger and Budgeting. Only users that have permission to design or generate reports in Management Reporter will have the menu item available...
  • Blog Post: Using the default report link location for easy access to reports - Management Reporter RU5

    Management Reporter provides a flexible and efficient way to publish reports to a single place or multiple locations. This flexible model allows you to have a personalized report list where different users can see their Management Reporter reports, Microsoft Office files, and other reports in a shared...
  • 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: 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: Management Reporter - Quick tips on linking to Microsoft Excel workbooks

    We’ve seen quite a bit of discussion lately around linking to Microsoft Excel files in Management Reporter. This is a great way to get additional data into your reports that’s outside of your Microsoft Dynamics ERP’s general ledger. A couple of quick tips to successfully pull in...
  • Blog Post: Management Reporter is now available on the Dynamics AX 2012 R2 Demo VM

    We are happy to announce that Management Reporter 2012 is now available on the Dynamics AX 2012 R2 Demo VM. This Hyper-V based image has a rich data set that is fantastic for reporting demonstrations. You can also use these reports as a template for new customers. Read the details below for a brief...
  • 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: 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: Precision Charting in Management Reporter 2012

    In a previous video we had shown how easy it is to create charts to show a graphical representation of your data. In addition to the features showcased there, you can also do some additional adjustments to your charts if you would like additional options. This video shows how you can select specific...
  • 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: 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: Getting reports out efficiently

    Getting reports out to the folks needing them quickly and efficiently can be challenging. Today, let’s take a look at few things in Management Reporter 2012 that can help. Designing reports can be time consuming. Everyone has a favorite report they want created or your company dictates how reports...
  • 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: How do I define the Quick Links in reports?

    If you've been using or reviewing the new features in the Management Reporter Report Viewer, you've probably seen the new Quick Links feature. This feature lets the person viewing a report in the Report Viewer to quickly jump to a specific row in a report, allowing them to get to key information in seconds...
  • 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...
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