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...

As we move into budgeting season for many customers, it’s a good idea to use Management Reporter to create an actual data import file for into Microsoft Forecaster. This actual data can be great for creating forecasts and baselines in Microsoft Forecaster. For reporting on Microsoft Forecaster...

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. ...

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 a series) focuses on how to bring in data from a...

The Management Reporter team has spent a lot of time talking about the cool features in Management Reporter and how you can use it to create dynamic, powerful financial statements. Now, it’s time to start looking at advanced scenarios and how Management Reporter has an extended set of capabilities...