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
Management Reporter Tips and Tricks – 22. Default Report Library
This week’s Management Reporter tip for Microsoft Dynamics ERP is on the Default Report Library.Default Report Library – When developing reports, you can change the default library where reports will be generated. This way, you can keep them separated from other reports.To change the default report, go to Tools > Options.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 – Alt F1. … [Read more...] about Management Reporter Tips and Tricks – 22. Default Report Library
Management Reporter Tips and Tricks – 21. Default Fonts
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Default Fonts.Default Fonts – Use this to set up a default font and size so all the reports are consistent, especially when you have multiple people designing reports.To change the default font, go to Format > Styles and Formatting.Highlight Default and select Modify.Once the font style is created, select one or more cells in your row or column definition and select the font style that you have created.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 … [Read more...] about Management Reporter Tips and Tricks – 21. Default Fonts
Management Reporter Tips and Tricks – 20. Web Viewer Export Group to Excel
This week’s Management Reporter tip for Microsoft Dynamics ERP is on exporting a group of reports to excel through the Web Viewer.Export Group to Excel – When viewing a group of reports, you can download the group to Excel and have each report in its own tab.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 – Default Fonts. … [Read more...] about Management Reporter Tips and Tricks – 20. Web Viewer Export Group to Excel
Management Reporter Tips and Tricks – 19. Web Viewer Show Other Currencies
This week’s Management Reporter tip for Microsoft Dynamics ERP is on the Web Viewer Currency button.Show Other Currencies – When viewing reports that are in multiple currencies, the Currency button allows you to switch between the different currencies.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 Export Group to Excel. … [Read more...] about Management Reporter Tips and Tricks – 19. Web Viewer Show Other Currencies
Management Reporter Tips and Tricks – 18. Web Viewer Show Summary Information
This week’s Management Reporter tip for Microsoft Dynamics ERP is on the Web Viewer Show Summary Information.Show Summary Information – When viewing lengthy reports in the Web Viewer, the Show Summary Information option allows you to collapse the details to shorten the length of the report for viewing.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 Show Other Currencies. … [Read more...] about Management Reporter Tips and Tricks – 18. Web Viewer Show Summary Information
Management Reporter Tips and Tricks – 17. Web View “Go To” Option
This week’s Management Reporter tip for Microsoft Dynamics ERP is on the Web View Go To Option.Go to option – When viewing lengthy reports in the web viewer, the “Go To” Option will bring you right to the specific section that you want to view.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 Show Summary Information. … [Read more...] about Management Reporter Tips and Tricks – 17. Web View “Go To” Option
Is it Time to Delete Old Financial Data from Your System?
If you have been on the Microsoft Dynamics SL system for a number of years, it is likely you have financial transactions that are beyond the retention dates for such data. These dates are set in each of your application modules (e.g., the GL Setup, the AR Setup, and the AP Setup screens) and should coincide with your company’s retention policy and needs for accessing such information.Having this data, in and of itself, is not a bad thing but will need to be weighed against other questions. Are you encountering performance issues? Has adding memory to your servers not helped with slow screens or reports? How often do you need to access this older information? Depending on the answer to these questions, it may be time to consider … [Read more...] about Is it Time to Delete Old Financial Data from Your System?
Management Reporter Tips and Tricks – 16. Print Control
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Print Control.Print Control - Restrict printing of columns based on the report base period. This is a great way to build a dynamic 12-month report with budgets and actuals to calculate a forecasted year-end result.Column Definition:Result: The report was run for base period one; therefore, only the budget columns print after period one.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 Go To Option. … [Read more...] about Management Reporter Tips and Tricks – 16. Print Control
Management Reporter Tips and Tricks – 15. Delete Blank Rows
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Deleting Blank Rows.Wonder why that report generates an extra blank page? Well, it’s a simple oversight that you can fix to get rid of it!Row Definition: Make sure to delete the blank rows on the bottom of your 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 – Print Control. … [Read more...] about Management Reporter Tips and Tricks – 15. Delete Blank Rows
