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...

Report designers have the ability to schedule reports and/or report groups, and they also have the ability to edit building blocks. Some businesses do not want individuals changing reports that are part of a report schedule because any edits to a report may go unnoticed if the report is part of an automated...

One of the challenges facing many organizations is managing users across applications. With Management Reporter 2012, Microsoft Dynamics AX 2012 users are brought automatically into Management Reporter based on the company access and permissions in Microsoft Dynamics AX 2012. http://www.youtube...

With Management Reporter 2012, you can generate a secure, personalized report for users and only generate the report once. Different levels of security can be applied based on your business needs. http://www.youtube.com/watch?v=ymWdVc3ywkA&feature=youtu.be

Management Reporter - Get More Out of Security - Using Reporting Tree and Report Library Security Today's post is continuing with the theme of security. Last time, we looked at how to use groups. Now, let's dive into using reporting tree security and report library security. The lowest level of...

We get a lot of questions on how security works and what’s the best way to manage users in Management Reporter. Today, we’re going to take a look at how to get more out of Management Reporter security by using groups. Groups are a great way to manage permissions to companies, reporting tree...