Streamline your Management Reporter installation with Dynamics AX CU7

Management Reporter CU7 included many new capabilities that provide for strong integrations to Dynamics AX. To make it even easier for Dynamics AX customers to take advantage of these features, Management Reporter can now be installed directly from within Dynamics AX setup. For the current release, Cumulative Update 7 for Microsoft Dynamics AX 2012 R2, slipstreaming will…

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Accounts and dimensions displayed in order defined in Dynamics AX 2012 (CU7 feature)

Management Reporter CU7 and Dynamics AX 2012 CU7 provides customers the ability to set an overall account and dimension order for creating and viewing reports. Here are the steps to set the order in Dynamics AX 2012 for Management Reporter: 1. Navigate to General Ledger > Setup > Financial dimensions > Financial dimension configuration for…

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Currency translation for Microsoft Dynamics AX 2012 – Part 3: Report Designer options for currency translation (CU7 feature)

The third and final blog entry in the series on currency translation in Management Reporter for Dynamics AX 2012 discusses the options in Report Designer for currency translation. Part 1 discusses the setup in Dynamics AX 2012 and the calculation methods for determining exchange rates Part 2 contains an overview of changing the reporting  currency for a report…

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Currency translation for Microsoft Dynamics AX 2012 – Part 2: Changing reporting currencies in the web viewer (CU7 feature)

Now that you understand how exchange rates are calculated and how to set up Dynamics AX 2012 to enable reporting in multiple currencies, let’s see how you can easily view the data in the web viewer. This blog is the second in a series of three that showcase the currency translation functionality in Management Reporter and…

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Currency translation for Microsoft Dynamics AX 2012 – Part 1: Setup (CU7 feature)

Management Reporter CU7 announced support for currency translation for Dynamics AX 2012 customers. Customers on Dynamics AX 6.1 CU5 or AX 6.2 CU2 or later will have the fields required for users to be able to view their data in both functional and reporting currencies from the web viewer. Customers will have increased flexibility in…

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Single data mart per system database for Dynamics SL (CU7 feature)

Customers using Dynamics SL 2011 and Management Reporter CU7 will now experience a single datamart per system database in Management Reporter. This feature was introduced based on customer feedback and will simplify the installation, setup and upgrade experience. Customers upgrading from a previous version of Management Reporter will receive a message stating that the current…

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Drilling back to Microsoft Dynamics with Management Reporter web viewer (CU7 feature)

Getting to information quickly is necessary when making business decisions.  With the Management Reporter web viewer, not only can you drill down to the individual transactions, you can also drill back in your Microsoft Dynamics ERP.  Once in Microsoft Dynamics, you are then able to view invoices and source document information to help provide additional…

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Microsoft collaborates with AICPA using Audit Data Standards with Dynamics

One of the challenges that management and auditors face is obtaining accurate data in a usable format following a repeatable process. Seeking to increase audit efficiency, the AICPA’s Assurance Services Executive Committee’s Emerging Assurance Technologies Task Force developed voluntary, uniform audit data standards to help address this challenge. While collaborating with the AICPA, Microsoft has…

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Management Reporter CU7 released for download

Another quarter has passed (goes fasts, doesn’t it) and we have a new update ready for Management Reporter – called Management Reporter 2012 CU7. This release, which has been posted for download, includes the ability to drill back to Dynamics from the Management Reporter Web Viewer, currency translation for Dynamics AX 2012 customers, plus a…

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CPM team helps out local seniors during United Way “Day of Caring”

Not every day is spent designing, coding and testing features in Management Reporter. Sometimes, the Microsoft CPM team takes a few hours to relax, or to give back to the Fargo ND community. Giving back is what we did last week when several members of the team participated in the local United Way “Day of…

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