Management Reporter

This week’s Management Reporter tip for Microsoft Dynamics ERP is on F3.F3 – Using this button will display the next level of information in a cell.F3F3This 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 on Shading. … [Read more...] about Management Reporter Tips and Tricks – 31. F3

This week’s Management Reporter tip for Microsoft Dynamics ERP is on Inserting Rows from Dimensions.Insert rows from dimensions – Rather than typing all the accounts, departments, and so on, use the Insert Rows from Dimensions option under the Edit menu. This will also work in tree definitions as well (Insert Units from Dimension). This option pulls the data from your specific chart of accounts.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 on F3. … [Read more...] about Management Reporter Tips and Tricks – 30. Insert Rows from Dimensions

This week’s Management Reporter tip for Microsoft Dynamics ERP is on Default Report Definitions.Default Report Definitions – Use the default report definitions to create reports faster (CU7 and greater). As of version CU8, there are 16 report definitions with supporting rows and columns. Once imported, you will need to map your chart of accounts to the appropriate rows in the row definitions.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 – Insert Rows from Dimensions. … [Read more...] about Management Reporter Tips and Tricks – 29. Default Report Definitions

This week’s Management Reporter tip for Microsoft Dynamics ERP is on Web Viewer Headers and Footers.Headers and Footers – Depending on your version of Management Reporter, your web viewer does not default to show the headers and footers when you open the report. Here is how to show them.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 – Default Report Definitions. … [Read more...] about Management Reporter Tips and Tricks – 28. Web Viewer Headers and Footers

This week’s Management Reporter tip for Microsoft Dynamics ERP is on Rounding Precision.Rounding Precision – Adding the rounding precision to your report can make it clear to the readers if the numbers are thousands or millions.Report 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 – Web Viewer Headers and Footers. … [Read more...] about Management Reporter Tips and Tricks – 27. Rounding Precision

This week’s Management Reporter tip for Microsoft Dynamics ERP is on Additional Text in the Tree.Additional Text in the Tree – If you are in need of more characters in your tree, try the additional text section. You are allowed 10 additional descriptions that can be pulled into the report definition.Tree Definition:Report 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 – Rounding Precision. … [Read more...] about Management Reporter Tips and Tricks – 26. Additional Text in the Tree

This week’s Management Reporter tip for Microsoft Dynamics ERP is on adding logos to your report.Logos – Enhance the professional appearance of your reports by using your company’s logo on the report.Report 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 – Additional Text in the Tree. … [Read more...] about Management Reporter Tips and Tricks – 25. Logos

This week’s Management Reporter tip for Microsoft Dynamics ERP is on Report Group Override.Report Group Override – When creating Group Reports, there is no need to change each report setting. You have the option to override each report with the group setting.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 on Logos. … [Read more...] about Management Reporter Tips and Tricks – 24. Report Group Override

This week’s Management Reporter tip for Microsoft Dynamics ERP is on Alt F1.Alt F1 – If you don’t have a very large computer screen or you are displaying large font, it can be difficult to see the entire section that you are designing. Use ALT+F1 to gain more design space.Before:After: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 – Report Group Override. … [Read more...] about Management Reporter Tips and Tricks – 23. Alt F1