Using non-printing columns in column calculations

When using non-printing columns in your column calculations be sure to think about the columns you want included in the calculation. If you define range calculation, only the printing columns are included in the calculation. If you define each column individually in the calculation, printing and non-printing columns are included in the calculation. In the…

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Taking Your Financial Reports to the Next Level with Management Reporter – Financial Matrix (8 of 8)

The final report in the “Taking your Financial Reports to the Next Level with Management Reporter” series is called “Financial Matrix.” A senior leader in the company needs to be able to see how all of his retail channels are performing. The financial matrix gives him a high level view of each retail channel by…


Taking Your Financial Reports to the Next Level with Management Reporter – Quarterly Tax Form (7 of 8)

The next report in the “Taking your Financial Reports to the Next Level with Management Reporter” series is called “Quarterly Tax Form.” This report is designed to provide the tax information required when filing quarterly employee tax information. The concept behind this report was to use the tax form itself as a guide. When building…

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Taking Your Financial Reports to the Next Level with Management Reporter – Statement of Cash Flows (6 of 8)

The sixth report in the “Taking your Financial Reports to the Next Level with Management Reporter” series is the “Statement of Cash Flows.” There are often multiple financial or strategic opportunities available to a company, but not a lot of cash for those opportunities.  The need for sufficient cash to cover operating expenses needs to be balanced…

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Taking Your Financial Reports to the Next Level with Management Reporter – Postings Audit (5 of 8)

The fifth report in the “Taking your Financial Reports to the Next Level with Management Reporter” series is called “Postings Audit.” Entering transactions accurately is important for proper reporting. Transactions should be posted to the correct accounts and dimensions with the correct amounts. The Audit report helps you evaluate how transactions were posted by providing a look a…

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Taking Your Financial Reports to the Next Level with Management Reporter – Weekly Material Usage (3 of 8)

The third report in the “Taking your Financial Reports to the Next Level with Management Reporter” series is called “Weekly Material Usage.” Tracking the efficiency of your operations can encompass different types of data and analysis, making it difficult to obtain with a single report. The Weekly Material Usage report accomplishes this and uses key…


Taking Your Financial Reports to the Next Level with Management Reporter – Weekly Campaign Revenue (2 of 8)

The second report in the “Taking your Financial Reports to the Next Level with Management Reporter” series is called “Weekly Campaign Revenue.” Managing the revenue associated with various marketing campaigns can be challenging. But, if you’re using dimensions in your Microsoft Dynamics General Ledger account structure, you can easily create a report in Management Reporter…

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Taking Your Financial Reports to the Next Level with Management Reporter – Quarterly Revenue by Business Unit (1 of 8)

The first report in the “Taking your Financial Reports to the Next Level with Management Reporter” series is called “Quarterly Revenue by Business Unit.” This report is designed to help someone like the sales manager zero in on the most critical revenue information. Assume the company is in Quarter 3 (Q3) of their fiscal year….


Take Your Financial Reports to the Next Level with Management Reporter — Introduction to Blog Series

Often when we talk about Management Reporter and Microsoft Dynamics ERPs we focus on the traditional financial statements, since that’s one of the things Management Reporter does so well. Over the next couple of weeks, we are taking a different approach.  We’ll be showing you how to create eight different reports that not only take…