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 financial statements, since that's one of the things Management Reporter does so well. Over the next couple of weeks, we are taking a different approach.  We'll be showing you how to create eight different reports that not only take advantage of the flexibility in Management Reporter, but also show you how to find the hidden data in your general ledger and how to include additional data into your reports from Microsoft Excel.  These reports can help you determine if your company is being profitable, effective, and efficient, hitting targets, entering transactions accurately, making the right investments, getting the data need for taxes, and performing overall.

 

Quarterly Revenue by Business Unit - Are we making a profit?

Campaign Revenue - Are we being effective?

Weekly Material Usage - Are we being efficient?

Budget to Target - Are we hitting targets?

Postings Audit - Are we entering transaction accurately?

Statement of Cash Flow - Are we making the right investments?

Quarterly Tax Form - Are we getting the data needed for taxes?

Financial Matrix - How are we performing?

 

As part of this series, we'll also provide you with tips on creating your own reports like these, so you can also get the most out of your general ledger.