Dynamics Financial Reporting
All about financial reporting and consolidations for Microsoft Dynamics ERPs
Viewing previous month's reports in the web viewer (CU9 Feature)
When reviewing this month's report in the web viewer, sometimes it's helpful to be able to go back...
Author: Jill Carter Date: 05/21/2014
Display currency symbol, currency code and currency description (CU9 Feature)
Users are able to select any reporting currency they wish to view data in from the Web Viewer...
Author: April Olson Date: 05/21/2014
ERP Data validation with data mart (CU9 Feature)
For Management Reporter CU9, we've introduced a new feature to proactively warn you if there is data...
Author: Ryan Sandness Date: 05/16/2014
Publish a report from the Management Reporter web viewer (CU9 Feature)
Once you are done making adjustments and you've verified the data using refresh in the web viewer,...
Author: Jill Carter Date: 05/15/2014
Refresh a report in the Management Reporter web viewer (CU9 Feature)
There are times when you want to be able to get an updated view of the data in a report without...
Author: Jill Carter Date: 05/14/2014
Management Reporter CU9 Released!
Management Reporter 2012 CU9 has been posted for download! This release contains enhancements to the...
Author: Jill Carter Date: 05/12/2014
Choosing your calculation priority for totals and calculations
Report Definitions in Management Reporter have a setting for Calculation priority on the Settings...
Author: April Olson Date: 05/08/2014
How to tell what update of Management Reporter you are using
If you've ever talked with the support team or the product team, you've probably gotten asked what...
Author: Jill Carter Date: 05/02/2014
Getting started with a new report: How detail levels can influence your report design
You may be familiar with the different detail levels in Management Reporter. The detail level is...
Author: Ryan Sandness Date: 04/25/2014
Using keyboard shortcut F3 to save steps
As we were training new individuals on Management Reporter a few weeks ago, we were stepping through...
Author: April Olson Date: 04/18/2014
Partner to host free Management Reporter online user conference on April 18
A free online user conference for Management Reporter have been scheduled for April 18. Hosted by...
Author: Jill Carter Date: 04/11/2014
Getting Started with a New Report - Row Definition Basics
Management Reporter uses building blocks to make sure that your reports can reuse existing rows,...
Author: Ryan Sandness Date: 04/04/2014
Management Reporter feature and version number summary
Over the last two years there have been quarterly releases of Management Reporter that have...
Author: April Olson Date: 03/25/2014
Displaying zeros as dashes in Management Reporter
A great way to customize how data is displayed on your report is by using format overrides. One of...
Author: Jill Carter Date: 03/25/2014
Excel enhancements in Management Reporter CU8
While the web viewer for Management Reporter reports offers a number of interactive and...
Author: Ryan Sandness Date: 03/14/2014
Hello from Convergence 2014 in Atlanta!
The team had a great day in the Customer Experience Center (Expo)and round tables talking with...
Author: April Olson Date: 03/05/2014
Learn more about Management Reporter at Convergence 2014
If you are heading to Atlanta next week for Convergence 2014 (March 4-7), we hope to see you there!...
Author: Jill Carter Date: 02/27/2014
Currency Translation Adjustment: Comparing P&L accounts at the average and month end rates
With the release of Management Reporter CU7 and CU8, currency translation for Dynamics AX 2012 and...
Author: April Olson Date: 02/17/2014
Side by side reports (CU8 Feature)
There may be times when you need to place data side by side in your financial reports. One of the...
Author: Jill Carter Date: 02/14/2014
Autotext in CALC columns (CU8 feature)
There may be situations where you have reports that require calculated periods or where you need to...
Author: Ryan Sandness Date: 02/13/2014
Currency translation for Microsoft Dynamics GP 2013 data mart (CU8 feature)
Management Reporter CU8 announces support for currency translation for Dynamics GP 2013 customers...
Author: April Olson Date: 02/12/2014
Management Reporter CU8 released!
Hi everyone, This is my first CPM blog and I get the pleasure of announcing the release of...
Author: Heidi Minzner Date: 02/07/2014
Business Analyzer for Microsoft Dynamics AX has released
Business Analyzer for Dynamics AX 2012 R2 is now is now available for download. Business Analyzer is...
Author: Ryan Sandness Date: 01/30/2014
Acquisition date attribute for Dynamics AX 2012 (CU7 feature)
Management Reporter CU7 introduced currency translation for Dynamics AX 2012 customers. Along with...
Author: April Olson Date: 01/23/2014
Financial consolidations and currency translation for Dynamics AX 2012 whitepaper now available
The Corporate Performance Management team and Microsoft Dynamics Information Experience team are...
Author: April Olson Date: 01/21/2014
Suppressing drill down on specific report lines
There may be times when you want users to be able to drill down to details on certain lines in a...
Author: Jill Carter Date: 01/20/2014
Format rows using indent to accent specific lines in your report
It can be difficult for users to consume a report if it is all one large block of numbers. When...
Author: Ryan Sandness Date: 01/10/2014
Daily Reporting in Management Reporter
Customers need to make decisions daily about their business, whether it's tracking expenses, sales,...
Author: April Olson Date: 01/02/2014
Build detail reports quickly using Insert Rows from Dimensions
Reports that break out your financial details into logical groupings like accounts or dimensions are...
Author: Ryan Sandness Date: 12/18/2013
Management Reporter documentation is now available on TechNet
Management Reporter documentation is now available online for easy accessibility. You can get access...
Author: Ryan Sandness Date: 12/11/2013
XBRL for Germany - Part 4: Filing the XBRL instance document
The final step for fulfilling the XBRL requirement for Germany is to validate and file your instance...
Author: April Olson Date: 12/04/2013
XBRL for Germany - Part 3: Populate Global Common Data
The third step in preparing Management Reporter to create the reports required for filing to the...
Author: April Olson Date: 11/26/2013
XBRL for Germany - Part 2: Create reports with XBRL elements
The second step in preparing Management Reporter to create the reports required for filing to the...
Author: April Olson Date: 11/26/2013
XBRL for Germany - Part 1: Create an XBRL Entity
The first step in preparing Management Reporter to create the reports required for filing to the...
Author: April Olson Date: 11/21/2013
XBRL Support for German taxonomy now available in Management Reporter
A version of Management Reporter that supports the German XBRL taxonomy is now available for...
Author: April Olson Date: 11/09/2013
Multiple languages option now available for Management Reporter client (CU7 feature)
Management Reporter currently supports 36 different countries for users to work in their language of...
Author: Ryan Sandness Date: 11/07/2013
Streamline your Management Reporter installation with Dynamics AX CU7
Management Reporter CU7 included many new capabilities that provide for strong integrations to...
Author: Ryan Sandness Date: 10/30/2013
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...
Author: April Olson Date: 10/25/2013
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...
Author: April Olson Date: 10/24/2013
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...
Author: April Olson Date: 10/23/2013
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....
Author: April Olson Date: 10/23/2013
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...
Author: April Olson Date: 10/22/2013
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...
Author: Jill Carter Date: 10/22/2013
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...
Author: CharG Date: 10/18/2013
Management Reporter CU7 released for download
Another quarter has passed (goes fasts, doesn’t it) and we have a new update ready for...
Author: CharG Date: 10/18/2013
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...
Author: CharG Date: 10/14/2013
Linking one report to another in Management Reporter
There may be times that you want to include a value from one report on another report. This could...
Author: Jill Carter Date: 10/11/2013
Showing minority interest as a row on a consolidated income statement
Wow! Minority interest showing as its own row on an income statement has been a hot topic over the...
Author: April Olson Date: 10/03/2013
Using column restrictions to improve your report presentation
A well designed report will clearly describe the information that is important on the report and...
Author: Ryan Sandness Date: 09/27/2013
Filter columns based upon Dynamics GP Reporting Ledgers
Reporting ledgers in Dynamics GP allow you to assign a journal entry to a specific reporting ledger....
Author: CharG Date: 09/18/2013