Dynamics Financial Reporting

All about financial reporting and consolidations for Microsoft Dynamics ERPs

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  • 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: Formatting report headers when downloading Management Reporter reports to Microsoft Excel (CU10 Feature)

    Report headers provide context for your reports. Depending on what you need to do with those reports, you may want to see the headers within the report body itself or only when viewing it in a page view. In Management Reporter 2012 CU10, two new options have been added to the report definition to allow...
  • 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: Download TOT formulas to Microsoft Excel from a Management Reporter report (CU10 Feature)

    One of the most voted for features for Management Reporter in Microsoft Connect is the ability to include formulas when downloading reports to Microsoft Excel. In Management Reporter 2012 CU10, users will be able to include TOT row formulas in downloaded Excel files. Check out the video below to see...
  • 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: 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: ERP Data validation with data mart (CU9 Feature)

    For Management Reporter CU9, we've introduced a new feature to proactively warn you if there is data in Microsoft Dynamics that will cause problems in Management Reporter. If you are using a data mart integration with Dynamics GP or Dynamics SL, the Configuration Console will now automatically review...
  • Blog Post: Refresh a report in the Management Reporter web viewer (CU9 Feature)

    There are times when you want to be able to get an updated view of the data in a report without having to go back in Report Designer to regenerate the report. One of the main times this is needed is when folks are making their month end adjustments. With Management Reporter CU9, we've added the ability...
  • 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: Currency Translation Adjustment: Comparing P&L accounts at the average and month end rates

    With the release of Management Reporter CU7 and CU8, currency translation for Dynamics AX 2012 and Dynamics GP 2013 was introduced. Customers want to be able to compare their Profit and Loss accounts at the weighted average or average rate to the month end rate. Each ERP allows one currency translation...
  • 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: Acquisition date attribute for Dynamics AX 2012 (CU7 feature)

    Management Reporter CU7 introduced currency translation for Dynamics AX 2012 customers. Along with this feature we added the ability to see the attribute date associated with each transaction so you can track what date the exchange rate uses for translation. View this video to learn more about acquisition...
  • 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: Streamline your Management Reporter installation with Dynamics AX CU7

    Management Reporter CU7 included many new capabilities that provide for strong integrations to Dynamics AX. To make it even easier for Dynamics AX customers to take advantage of these features, Management Reporter can now be installed directly from within Dynamics AX setup. For the current release...
  • Blog Post: Accounts and dimensions displayed in order defined in Dynamics AX 2012 (CU7 feature)

    Management Reporter CU7 and Dynamics AX 2012 CU7 provides customers the ability to set an overall account and dimension order for creating and viewing reports. Here are the steps to set the order in Dynamics AX 2012 for Management Reporter: 1. Navigate to General Ledger > Setup > Financial dimensions...
  • 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: 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: Assigning account categories to Dynamics AX General Ledger accounts -- Management Reporter CU6

    The default reports included with Management Reporter CU6 were designed using main account category. This makes them ready to use without any modification. But, in order to take advantage of them, you need to have main account category assigned to your general ledger accounts in Microsoft Dynamics AX...
  • Blog Post: 14 default report definitions available for Microsoft Dynamics AX -- Management Reporter CU6

    With Management Reporter 2012 CU6, 14 default reports are included for new Management Reporter customers to get up and running faster. You can use these reports as is or modify them to fit your specific business needs. The video below shows you the different reports and what you can expect to see...
  • Blog Post: Viewing and interacting with report groups-- Management Reporter CU6

    When a report group is generated, a report group page is created that contains links to all of the reports in the group. Users go to one location and open a link to get all of the reports relevant to them. The video below shows the report group page and the different ways users can view and interact...
  • Blog Post: Creating and distributing report groups -- Management Reporter CU6

    Being able to define where reports get distributed at the report group level cuts down on the steps needed to deliver reports out to others in the company. The video below walks through each of the distribution options and overrides now available in report groups. http://youtu.be/zBl2N7NT-gI
  • Blog Post: Report group updates reduce report distribution maintenance -- Management Reporter CU6

    Using report groups in Management Reporter is a great way to streamline the report generation process. In Management Reporter 2012 CU6, report groups have been updated to reduce maintenance of report distribution maintenance as well. Company, date and detail information along with distribution locations...
  • Blog Post: How to calculate percentage of total expenses and other comparisons between accounts

    Did you know that you can calculate the percentage of total expenses for all individual expense lines? The Change Base Row (CBR) format code lets you identify a row as the base row, and then calculate what percentage other accounts are in relation to the base row. This type of report is commonly used...
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