Drill down on total rows in the web viewer (CU11 Feature)

When viewing a report, it’s often helpful to not only be able to drill into the support account and transaction detail, but also into the total rows. With Management Reporter 2012 CU11, you can now drill into those total rows from the web viewer. In the screen shot below, the report is at the financial…

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Account category display in Management Reporter reports (CU10 Feature)

Having clean and easy to read reports is important. It let’s users focus on the report data quickly. With Management Reporter 2012 CU10, the account category description and dimension are no longer displayed when users drill down to the account and transaction detail levels in a Management Reporter report. This is what the drill down…

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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 report, but not all lines. Instead of creating multiple reports, use the XD format code in the row definition. The video below shows you how to use it and what users will see in…

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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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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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Transaction detail optimized – Management Reporter RU5

Reports with transaction detail are a great way to answer your detailed reporting questions and find key information such as document numbers, posting dates, or individual transactions in their native currency. But maybe, you’ve been holding back on printing reports at this detail level, worrying that it meant the reports took longer to generate or…

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Microsoft Forecaster: Using menus to drill down on reports

With budgeting season fast approaching, it’s time to start looking at how you can take advantage of features in Microsoft Forecaster that you may not be using or you are underutilizing. Menus are one of these features. Microsoft Forecaster contains different types of menus for different reasons: Input Menus – control the input sets users…

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How to sort Account level drill down

Jan Harrigan, an avid Management Reporter user, recently posted a tip on her blog on how to sort the accounts at the drill down level. She notes that there is an option in the Report Settings form that you may have missed. 

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