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Dynamics Financial Reporting

All about financial reporting and consolidations for Microsoft Dynamics ERPs

60 Dynamics AX 2012 attributes available in Management Reporter

By now, with all the blogs post highlighting what you can do with Management Reporter, you are...

Author: April Olson Date: 09/12/2013

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...

Author: Jill Carter Date: 09/06/2013

What do I need to configure in Dynamics AX to get the most out of Management Reporter?

Management Reporter provides many features to enable a wide variety of reporting scenarios. You can...

Author: Ryan Sandness Date: 08/30/2013

12 new languages and bi-directional text support -- Management Reporter CU6

With Management Reporter CU6, 12 new languages have been added to support your global business. With...

Author: Jill Carter Date: 08/15/2013

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....

Author: Jill Carter Date: 08/15/2013

How to import default building blocks -- Management Reporter CU6

Existing customers with reports already created in Management Reporter can also take advantage of...

Author: Jill Carter Date: 08/15/2013

Using default row definitions -- Management Reporter CU6

Row definitions in Management Reporter allow you to specify what rows you'd like to see on your...

Author: Jill Carter Date: 08/15/2013

Using default column definitions -- Management Reporter CU6

Column definitions in Management Reporter allow you to specify what type of period and year...

Author: Jill Carter Date: 08/15/2013

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...

Author: Jill Carter Date: 08/14/2013

Using audit attributes on Dynamics AX reports -- Management Reporter CU6

Audit time is stressful enough with reaching deadlines and gathering all the right information and...

Author: April Olson Date: 08/12/2013

Adding vendor and customer to a Dynamics AX report -- Management Reporter CU6

Who you are paying and who owes you money are two very important questions every business needs to...

Author: April Olson Date: 08/08/2013

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...

Author: Jill Carter Date: 07/31/2013

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...

Author: Jill Carter Date: 07/31/2013

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...

Author: Jill Carter Date: 07/31/2013

Enhanced report groups one of several changes in Management Reporter CU6

The ability to easily view all reports in a report group is just one of the many new features...

Author: Jill Carter Date: 07/31/2013

Tips on moving Management Reporter to a new server

If you’ve looked for information on how to move Management Reporter from one server to another...

Author: CharG Date: 07/25/2013

Transitioning your Analytical Accounting reports to Management Reporter with Dynamics GP data mart

We’ve mentioned this before, but we’re still hearing a few of you are having challenges...

Author: CharG Date: 07/18/2013

How to enter and vote for Management Reporter suggestions

As the Dynamics CPM team interacts with customers, we often hear great ideas for new features in...

Author: Jill Carter Date: 07/12/2013

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...

Author: Ryan Sandness Date: 07/03/2013

Use daily report schedules to keep tabs on your company

At Convergence earlier this year, we learned that many customers aren’t using the report...

Author: CharG Date: 06/25/2013

How to create a rolling 12 month report

Earlier this year at Convergence, we had the opportunity to showcase some of our customer’s...

Author: April Olson Date: 06/20/2013

Using non-printing columns in column calculations

When using non-printing columns in your column calculations be sure to think about the columns you...

Author: Jill Carter Date: 06/14/2013

Adding a column that divides an amount by the number of reporting periods

Greg, one of the engineers on the Management Reporter Support team, wrote today's blog, which is...

Author: CharG Date: 06/07/2013

Microsoft Forecaster Data Transfer Tool Updated

The Microsoft Forecaster Data Transfer Tool has been updated to include support for Microsoft...

Author: Jill Carter Date: 06/04/2013

Training materials now available for Management Reporter 2012

Updated training materials and an updated virtual machine are now available for Management Reporter...

Author: Jill Carter Date: 05/31/2013

Taking Your Financial Reports to the Next Level with Management Reporter – Financial Matrix (8 of 8)

The final report in the “Taking your Financial Reports to the Next Level with Management Reporter”...

Author: Jill Carter Date: 05/30/2013

Taking Your Financial Reports to the Next Level with Management Reporter – Quarterly Tax Form (7 of 8)

The next report in the “Taking your Financial Reports to the Next Level with Management...

Author: Jill Carter Date: 05/23/2013

Taking Your Financial Reports to the Next Level with Management Reporter – Statement of Cash Flows (6 of 8)

The sixth report in the “Taking your Financial Reports to the Next Level with Management Reporter”...

Author: Ryan Sandness Date: 05/21/2013

Taking Your Financial Reports to the Next Level with Management Reporter – Postings Audit (5 of 8)

The fifth report in the “Taking your Financial Reports to the Next Level with Management Reporter”...

Author: Ryan Sandness Date: 05/17/2013

Taking Your Financial Reports to the Next Level with Management Reporter – Budget to Target (4 of 8)

The fourth report in the “Taking your Financial Reports to the Next Level with Management Reporter”...

Author: April Olson Date: 05/13/2013

Taking Your Financial Reports to the Next Level with Management Reporter – Weekly Material Usage (3 of 8)

The third report in the “Taking your Financial Reports to the Next Level with Management Reporter”...

Author: April Olson Date: 05/09/2013

Management Reporter RU5 Regional Installs Available

Management Reporter 2012 RU5 regional installs are now available for download and include two new...

Author: Jill Carter Date: 05/07/2013

Taking Your Financial Reports to the Next Level with Management Reporter – Weekly Campaign Revenue (2 of 8)

The second report in the “Taking your Financial Reports to the Next Level with Management...

Author: Jill Carter Date: 05/06/2013

Taking Your Financial Reports to the Next Level with Management Reporter - Quarterly Revenue by Business Unit (1 of 8)

The first report in the “Taking your Financial Reports to the Next Level with Management...

Author: Jill Carter Date: 05/03/2013

Take Your Financial Reports to the Next Level with Management Reporter -- Introduction to Blog Series

Often when we talk about Management Reporter and Microsoft Dynamics ERPs we focus on the traditional...

Author: Jill Carter Date: 05/01/2013

Drill down to Dynamics GP DDM from within desktop viewer -- Management Reporter RU5

Drilling from the account level reports to Dynamics GP 2013 inquiry screens is now available with...

Author: April Olson Date: 04/30/2013

Which Dynamics budgeting solution should I use?

Budgeting is an important component of your Microsoft Dynamics® ERP and we have multiple options...

Author: CharG Date: 04/29/2013

Transaction detail optimized - Management Reporter RU5

Reports with transaction detail are a great way to answer your detailed reporting questions and find...

Author: Ryan Sandness Date: 04/29/2013

Launch Report Designer from within Dynamics AX 2012 R2 Client - Management Reporter RU5

Using Management Reporter with Dynamics AX is easier than ever now that you can launch Management...

Author: Ryan Sandness Date: 04/26/2013

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...

Author: Jill Carter Date: 04/24/2013

Management Reporter provides a flexible and efficient way to publish reports to a single place or...

Author: Ryan Sandness Date: 04/24/2013

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...

Author: Jill Carter Date: 04/23/2013

Management Reporter RU5 brings new features, support for new countries

Management Reporter RU5 brings a variety of new features to Management Reporter users, along with...

Author: CharG Date: 04/18/2013

Sorting columns for enhanced variance reporting

Monitoring your organization's performance when compared to a budget is a common business task. With...

Author: Ryan Sandness Date: 04/10/2013

Relive Convergence 2013—Online!

If you attended Convergence and are looking for refreshers on the Management Reporter and Forecaster...

Author: CharG Date: 04/02/2013

Partner to host free Management Reporter and Forecaster online user conferences in April

Free online user conference for Management Reporter and Forecaster have been scheduled for April 16...

Author: CharG Date: 04/02/2013

Top questions we helped customers with at Convergence 2013

The Corporate Performance Management team is back from Convergence and had a great time talking to...

Author: April Olson Date: 03/27/2013

Microsoft Forecaster - SP5 now available!

To cap off a great week talking with customers and partners at Convergence 2013 in New Orleans, we...

Author: Jill Carter Date: 03/22/2013

Hello from Convergence 2013!

We're on our last day here in New Orleans at Convergence 2013 (#CONV2013) and it's been a busy week!...

Author: Jill Carter Date: 03/21/2013

How to enable data mart integration notifications

We’ve talked previously about the advantages of the Management Reporter data mart. This...

Author: Ryan Sandness Date: 03/14/2013

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