Excel enhancements in Management Reporter CU8

While the web viewer for Management Reporter reports offers a number of interactive and collaborative features, sometimes you just want to view a report in Excel. There were a number of enhancements made in how reports are exported to Excel in CU8. These enhancements were targeted to help provide a consistent experience between the viewer and Excel. Exporting…

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Financial consolidations and currency translation for Dynamics AX 2012 whitepaper now available

The Corporate Performance Management team and Microsoft Dynamics Information Experience team are happy to announce the availability of the Financial Consolidations and Currency Translation whitepaper. The paper is designed to show finance and accounting users and application consultants the approach that Management Reporter and Dynamics AX 2012 take when needing to perform multi-company and multi-currency consolidations….

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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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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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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 last few weeks. We’ve been getting quite a few questions about it lately. We’ve shown you ownership percentages before in the consolidation series, but this is a bit different. With minority interest, companies want to show 100% of…

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What do I need to configure in Dynamics AX to get the most out of Management Reporter?

Management Reporter provides many features to enable a wide variety of reporting scenarios. You can generate traditional financial statements, detailed budget and forecast reports, and operational type reports from Management Reporter. In order to get the most out of Management Reporter, consider following this checklist to make use of all that’s available in Management Reporter. 1. Setup…

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Consolidations and Currency Translation in Management Reporter

Creating consolidated financial reports, including standardizing on a single reporting currency, is a key business process for many customers. Over the last two years, we’ve published several blog posts to help you understand the benefits of using Management Reporter as part of your consolidation process. Below, we’ve included a roundup of these post to help…

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