Management Reporter

This week’s Management Reporter tip for Microsoft Dynamics ERP is on Column Format Code.Column Format Code: Use this format code to generate a side by side report.Row Definition:Result:This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please contact us or visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Related Rows. … [Read more...] about Management Reporter Tips and Tricks – 12. Column Format Code

This week’s Management Reporter tip for Microsoft Dynamics ERP is on placing Department on Rows.Department on Rows: Flip the traditional report layout to have departments in the row and GL account data in the columns.Row Definition:Column Definition:Result:This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please contact us or visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Column Format Code. … [Read more...] about Management Reporter Tips and Tricks – 11. Department on Rows

On September 30, 2014, Microsoft released the latest cumulative update for Management Reporter 2012 – Cumulative Update 10 (CU10). This update adds some new features to Management Reporter that have been requested through Microsoft Connect.The new features that are available across all Dynamics platforms include:Total formulas are now shown when reports are downloaded to Microsoft Excel.When exporting a generated report to Microsoft Excel, the TOT formulas are now part of the Excel workbook. Example from CU9 and previous versions:Example from CU10:This only works for TOT formulas; CAL formulas are still exported as the result. For a video on this feature, click here.Users can choose how headers and footers are exported in … [Read more...] about Management Reporter CU10 Update Released

This week’s Management Reporter tip for Microsoft Dynamics ERP is on using a Book Code Modifier.Book Code Modifier: This feature is helpful if you need to pull in non-financial data or want to reference budget values instead of actuals on a specific row. This can also be used in calculations in the report.Row Definition Examples:This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please contact us or visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Department on Rows. … [Read more...] about Management Reporter Tips and Tricks – 10. Book Code Modifier

This week’s Management Reporter tip for Microsoft Dynamics ERP is on the benefit of Rolling 12 Months.Prevent Drill Down: To hide confidential information, yet allow details in the rest of an account detail report, use “XD” under the Print Control to suppress a specific row. This prevents the drill down feature when viewing the reports.Row Definition: This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please contact us or visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Book Code Modifier. … [Read more...] about Management Reporter Tips and Tricks – 9. Prevent Drill Down

This week’s Management Reporter tip for Microsoft Dynamics ERP is on the benefit of Rolling 12 Months.Rolling 12 Months: Use this to show a rolling number of periods dynamically. This is especially useful for side-by-side reports with divisions, departments, or companies. This example is a 12 month rolling, Base plus 11 periods in the past.Column Definition: Period is BASE-11:BASEThis tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please contact us or visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Prevent Drill Down.Register now for our next Management Reporter training on Aug. … [Read more...] about Management Reporter Tips and Tricks – 8. Rolling 12 Months

This week’s Management Reporter tip for Microsoft Dynamics ERP is on the benefit of Account Numbers.Account Numbers in the column definitions can show the account numbers that make up the row definition without having to drill into the details.Column Definition:Result:This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please contact us or visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Rolling 12 Months. … [Read more...] about Management Reporter Tips and Tricks – 7. Account Numbers

This week’s Management Reporter tip for Microsoft Dynamics ERP is on utilizing Start and End Dates.Start Dates and End Dates in the column definitions can be used to report results by a data range, such as a weekly range. This restriction is useful for daily or weekly sales reporting, cash analysis needs, and other date-sensitive reports.Column Definition:In the Start Date and End Date columns, you can enter a specific day of the period. For example, “1” indicates the third day of the period. This is a nice feature as you do not need to reselect actual dates when you run the report in the next period.Result:This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in … [Read more...] about Management Reporter Tips and Tricks – 6. Start and End Dates

This week’s Management Reporter tip for Microsoft Dynamics ERP is on Reporting Units and Dimension Filters.Reporting Units and Dimension Filters in the column definitions can be used to separate GL accounts and departments on the report without having to drill into the details.Column Definition:Result:This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please contact us or visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Start/End Dates.  … [Read more...] about Management Reporter Tips and Tricks – 5. Reporting Units & Dimension Filters

The fourth tip in our weekly Management Reporter series for Microsoft Dynamics ERP is on @UNIT Restrictions. In case you missed any of the previous tips, you can check them out on our blog.@UNIT Restrictions can be used in the row definition to display specific parts of your reporting tree without having to generate the entire tree in your reports or drill into the details.Row Definition: Requires a tree to be selected for the report.Result:This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please contact us or visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Reporting Units & … [Read more...] about Management Reporter Tips and Tricks – 4. @UNIT Restrictions