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...

Drilling between the financial, account and transaction layers within a report in Management Reporter is one of customer’s favorite features. Customers love to be able to drill directly into an account and see the transactions that are making up...

Instant messaging integration with Microsoft Lync allows you to start a discussion about the report you’re looking at using Microsoft Lync 2010. This feature is designed to improve productivity by waiting less time to find the answers to your questions...

Management Reporter 2012 is introducing architectural changes that will positively impact Dynamics AX 2012 and NAV customers. Existing Dynamics AX 2012 customers will have the option to choose either the traditional provider method currently released...

All companies will need to create new general ledger accounts or financial dimensions at some point. As new accounts and dimension values are added, existing reports need to be updated to report on these new values. Missing Account Analysis will allow...

Drilling back into Dynamics GP provides you with the additional level of detail and analysis you need during the reporting process by allowing users to get to the source of the data. http://www.youtube.com/watch?v=Ju_0TZ1h0oA&list=PLBE027591B1C070D6&index...

The majority of companies need to distribute financial reports to multiple places. These places could be either SharePoint locations or network shares. There are also times when a single location is needed as well. During month end close, for example...

Management Reporter 2012 allows users to enter comments at the financial, account, and transaction level of a report. This common feature request will save many customers’ hours while collaborating with others during the close process. http:...

Report groups are an easy and convenient way to generate multiple reports in a single click. For example you may have multiple reports that are run during your month end process. Rather than selecting each of the report definitions individually and then...

The more information you can provide on a financial report the better. This allows your users to have all of the information they need to make informed decisions. In Management Reporter, you can include the dimension codes and descriptions for a line...

Rolling forecast headers provide users with headers that dynamically span columns based on the period and report date. This feature is great for rolling forecasts, where some columns contain Actual data, and some columns contain budget/forecast data....

Management Reporter 2012, which will be released this quarter, brings significant value to your business. This release is focused on the following four key themes: Over the next few weeks, our team will be posting “Management Reporter 2012...

At times, a company only owns a percentage of another company. In this situation, when producing a consolidated report, it is important to only account for the percentage of ownership you own. Management Reporter uses the Rollup % in the Reporting Tree...

Elimination transactions are a common part of the consolidation process .This blog post (6 th in a series) will help you create reports that include eliminations for intercompany accounts. Part 1 contains an overview of consolidating data across...

When data resides in companies that aren’t using a Dynamics ERP, Management Reporter can still consolidate the data. The method is referred to in the Management Reporter Help file as “Linking reports to Excel”. This blog post (5 th in...

If you’re using Dynamics AX 2009 with Management Reporter and wish to consolidate financial information across companies, we have a few additional tips for you. This blog entry (4 th in a series) will help you bring together data from multiple Dynamics...

Sometimes, different companies will be using different fiscal calendars, but you may still want to create consolidated financial statements for these companies. This blog (3rd in a series of 7), will show you how to create consolidated reports with varying...

It’s common that different companies may have different charts of accounts but still wish to produce consolidated financial statements. In this situation, Management Reporter can still consolidate the data, allowing you to produce consolidated financial...

Many organizations need to prepare financial statements that report on multiple companies in a consolidated format. Management Reporter can help a company consolidate their data across one Microsoft Dynamics ERP, multiple Microsoft Dynamics ERPs, or across...

While a lot of folks are getting ready to celebrate the holidays and/or prep for yearend close, the Dynamics CPM team is starting to gear up for Convergence 2012 in Houston, TX. We are creating a lot of great content and can’t wait to show you...

Today, I wanted to spend some time talking about Adjustments in Microsoft Forecaster. This feature often comes up in discussions with customers as something they are not aware of or are unsure how to use. Adjustments allow for quick and easy updates...

The Corporate Performance Management team had a great time last week presenting Management Reporter and Microsoft Forecaster at the Dynamics Communities User Groups in Las Vegas. As everyone prepares to migrate to Management Reporter from FRx, we thought...

The installation of Microsoft Dynamics SL 2011 Service Pack 1 includes an update for the Microsoft Dynamics SL Data Provider for Management Reporter. This update is applied automatically when you install Microsoft Dynamics SL 2011 Service Pack 1 on the...

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...

Here is a link to a recently published video on how to connect Management Reporter for Dynamics GP to the Demo Company. The video is based off of a How To document on CustomerSource that is available here . In the video they discuss prerequisites before...