Reporting on quantity values from Microsoft Dynamics AX 2012

Management Reporter can be used to create some great operational reports. Linking a report to Excel is one great way to get at additional data, but actual quantity or budget quantity values can be used for statistical data as well. I’ve seen many great operational reports such as: Weekly material usage report based on number…

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How Report, Column, and Row formatting work together

Understanding how formatting within the Rows, Columns, and Report Definitions within Management Reporter interact with each other will help to show report detail with the precision you need. The main point to understand is the priority of what formatting overrides other formatting. Formatting priority is as follows: Formatting in the Report Definition occurs first Formatting in the…

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Linking to another Management Reporter report

We get asked quite a bit how to include information from one Management Reporter report on another Management Reporter report. This can be done in Management Reporter by using the link to Management Reporter worksheet option in the row definition. A few things to keep in mind when using this option: The source report has…

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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 most common scenarios for this a side by side balance sheet where assets are on one side and liabilities and owner’s equity are on the other. With Management Reporter CU8, this can be done with a…

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Autotext in CALC columns (CU8 feature)

There may be situations where you have reports that require calculated periods or where you need to perform some calculations to get to your final report format. With CU8 of Management Reporter, you can now apply autotext codes such as @CalMonthLong and @FiscalPeriod to print the period name, period description, and other date related autotext…

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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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Build detail reports quickly using Insert Rows from Dimensions

Reports that break out your financial details into logical groupings like accounts or dimensions are very powerful. This type of report can let you see the detail for your entire organization by browsing through a list of values. This type of detail can be viewed through either drilling into a summary report, or by building…

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60 Dynamics AX 2012 attributes available in Management Reporter

By now, with all the blogs post highlighting what you can do with Management Reporter, you are probably ready to take reporting to the next level. More than likely you have read a blog or heard a presentation where we discuss the benefits and flexibility you have with report design when you use attributes. The…

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