Dynamics Financial Reporting

All about financial reporting and consolidations for Microsoft Dynamics ERPs

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  • 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: 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: 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: 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: 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: Management Reporter Web Viewer as default - Management Reporter RU5

    We’ve gotten a lot of great feedback about the web viewer since releasing it back in RU3. In order for all users to benefit from the great features in the web viewer, it’s been made the default viewer for Management Reporter in RU5. If you need to view a report in the desktop viewer, you...
  • 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: Collapse detailed report into summary view - Management Reporter RU5

    In the Management Reporter web viewer, lines in a detailed report can be collapsed to show a summary view. Each person can focus on the data important to them without going to two separate reports and the person designing reports only has one report to design. http://www.youtube.com/watch?v...
  • Blog Post: Viewing Management Reporter reports on a Surface -- Management Reporter RU3 release preview

    So far, we’ve shown you how using the Management Reporter web viewer along with your Microsoft Dynamics ERP on your desktop or laptop can help you focus on the information important to you and collaborate with your co-workers. But we also wanted to make sure you could do those same things wherever...
  • Blog Post: Management Reporter web viewer Q&A – Management Reporter RU3 release preview

    Over the past couple of weeks, we’ve had the opportunity to preview the web viewer with customers at various user group events. We’ve gotten some great questions out of those sessions. We wanted to share the questions along with the answers with you. Hopefully any of the questions you had...
  • Blog Post: Adding report comments in Management Reporter web viewer – Management Reporter RU3 release preview

    The Management Reporter Web viewer is taking comments one step further by allowing individuals to collaborate with each other regardless of the viewer they are using. http://www.youtube.com/watch?v=jobDh_wElJI&feature=youtu.be
  • Blog Post: Introduction to the new Management Reporter web viewer -- Management Reporter RU3 release preview

    With the Management Reporter Web Viewer, users can view a personalized financial report using a web browser without installing any applications. The report can be opened from an intranet site, a SharePoint document library or a network share. http://youtu.be/9AQLmazViHo
  • Blog Post: Learn more about upcoming functionality for Management Reporter 2012

    We are introducing several new features for Management Reporter users with a feature rollup coming in just a few short weeks. Over the new few weeks until that release, we will be introducing you to what’s coming in this rollup, in a series of posts. Be sure to watch for these posts in order...
  • Blog Post: Web-based Report Viewer debuts today

    A web-based Management Reporter Report Viewer debuted today with a demo by Jill Carter in front of a crowd of more than 400 Dynamics GP partners in Fargo for the Dynamics GP 2013 Technical Airlift. Management Reporter users will enjoy this new report viewer that will offer many of the features...
  • Blog Post: Font styles in Management Reporter

    Font styles are a great way to efficiently create and standardize reports, as well as create reports that have a consistent look and feel. You can create and edit font styles for your report and apply them globally, to a report header, or to a specific row and column within a report. To create...
  • 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: Learn more about XPS documents

    With Management Reporter 2012, a feature was added to view reports in XPS. We have had a few questions on what XPS is and how to get the XPS viewer. An XPS document is a read only document based on XML. It retains the look of your original report, and makes it easy to share, print and save reports...
  • Blog Post: Quick Charts – Management Reporter 2012 Feature Highlight

    Quick charts were designed for users who want a graphical presentation of data on their report or to support their financial statements by creating charts and adding them to presentations.
  • Blog Post: Report Viewing Updates - Managment Reporter 2012 Feature Highlight

    Management Reporter 2012 focuses on enhancing the report viewing experience. Today's video will demonstrate easier naviagation with the new paging and find capabilities. We have also improved the Report Library toolbar by adding more icons to easily identify options that are available while viewing a...
  • Blog Post: Opening reports in Microsoft Excel - Management Reporter 2012 Feature Highlight

    When users open a report link from a SharePoint e-mail alert, they can choose how they want to view their personalized view of the report. Many times users want to open these reports in Microsoft Excel to perform ad-hoc analysis, like “what if” or apply after the fact formatting. ...
  • Blog Post: E-mail reports using SharePoint alerts - Management Reporter 2012 Feature Highlight

    With Management Reporter 2012, you can use your existing SharePoint libraries to distribute financial reports. Your users can create alerts and receive a link in e-mail for the reports they care about the most. http://www.youtube.com/watch?v=sK6npmlsxhw&list=PLBE027591B1C070D6&index=200
  • Blog Post: Management Reporter - Understanding how Report Viewer is Unique

    While at Convergence 2011 in Atlanta, I had the opportunity to talk with customers and partners about how the Report Viewer works and what makes it unique. These were great conversations, so I wanted to pass the information along to you as well. How does it work? When reports are generated in Management...
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