Downloading formulas to Excel – Feedback and Hotfix

We’ve gotten a lot of great feedback about the new feature added in CU10 to include TOT row formulas when downloading reports to Microsoft Excel. Along with that feedback, a couple of issues were also found. We’ve released a hotfix that addresses the problems people were seeing when downloading reports with formulas. You can download the…


Download TOT formulas to Microsoft Excel from a Management Reporter report (CU10 Feature)

One of the most voted for features for Management Reporter in Microsoft Connect is the ability to include formulas when downloading reports to Microsoft Excel. In Management Reporter 2012 CU10, users will be able to include TOT row formulas in downloaded Excel files. Check out the video below to see this feature action: https://youtu.be/1OM-A6JKi9c


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…


Management Reporter CU8 released!

Hi everyone, This is my first CPM blog and I get the pleasure of announcing the release of Management Reporter 2012 CU8. This release, which has been posted for download, includes currency translation within the data mart for Dynamics GP 2013 customers, side by side report layouts, additional formatting options, and more. Here’s a summary…


Management Reporter – Quick tips on linking to Microsoft Excel workbooks

We’ve seen quite a bit of discussion lately around linking to Microsoft Excel files in Management Reporter. This is a great way to get additional data into your reports that’s outside of your Microsoft Dynamics ERP’s general ledger. A couple of quick tips to successfully pull in data from Microsoft Excel workbooks into Management Reporter…


Creating a Management Reporter report to import data into Microsoft Forecaster

As we move into budgeting season for many customers, it’s a good idea to use Management Reporter to create an actual data import file for into Microsoft Forecaster. This actual data can be great for creating forecasts and baselines in Microsoft Forecaster. For reporting on Microsoft Forecaster data in Management Reporter refer to this previously…


Creating Consolidated Financial Statements using Management Reporter – Consolidating with data in a non-Dynamics ERP (Part 5 of 7)

When data resides in companies that aren’t using a Dynamics ERP, Management Reporter can still consolidate the data. The method is referred to in the Management Reporter Help file as “Linking reports to Excel”. This blog post (5th in a series) focuses on how to bring in data from a non-Dynamics General Ledger. There are…


Management Reporter – Advanced Reporting Scenarios and Features

The Management Reporter team has spent a lot of time talking about the cool features in Management Reporter and how you can use it to create dynamic, powerful financial statements. Now, it’s time to start looking at advanced scenarios and how Management Reporter has an extended set of capabilities to handle them. Every company has…