Split Segment in Management Reporter

Reporting Tree Definitions in Management Reporter provide you with the ability to define your reporting structure according to your organization. Defining the structure is done through the use of companies and dimensions. At times, your structure needs to be modeled more precisely or your chart of accounts may not reflect how you want to report….


Creating Snapshot Reports with Management Reporter

Management Reporter allows you to create wide variety of financial reports. We show examples of many different kinds of reports in our demos that take advantage of the dimension filtering capabilities in Management Reporter. Typically, the row definition contains the main or natural account and the reporting tree definition contains departments or cost centers.  But…


Report Wizard in Management Reporter

Are you new to Management Reporter?  Do you want to quickly design some basic reports?  Management Reporter has a step by step report wizard that allows you to quickly create a balance sheet, income statement, or trial balance.  (Tools -> Report Wizard)   As you can see from the screen shot below, there are multiple…


Why would I use Main Account in a Reporting Tree?

It’s easy to get caught up in the more typical Management Reporter reports and not think about the variety of reports that you can create with Management Reporter to look at your business from different angles. With the dimension-based approach in Management Reporter, you can easily create many different reports you maybe haven’t thought about….


Organization Hierarchies - Management Reporter 2012 Feature Highlight

Management Reporter 2012 is enabling financial reporting using Organization Hierarchies created in Dynamics AX 2012. As you create organization hierarchies in Dynamics AX, these hierarchies are dynamically created as Reporting Trees in Management Reporter. https://www.youtube.com/watch?v=sKHGAFa29sM&feature=youtu.be


Missing Account Analysis - Management Reporter 2012 Feature Highlight

All companies will need to create new general ledger accounts or financial dimensions at some point. As new accounts and dimension values are added, existing reports need to be updated to report on these new values. Missing Account Analysis will allow you to proactively check for missing accounts prior to report generation. By checking for…


Creating Consolidated Financial Statements using Management Reporter – owning less than 100% of a subsidiary (Part 7 of 7)

At times, a company only owns a percentage of another company. In this situation, when producing a consolidated report, it is important to only account for the percentage of ownership you own. Management Reporter uses the Rollup % in the Reporting Tree Definition, and setting this up is outlined in this blog post (the last…


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…


Creating Consolidated Financial Statements using Management Reporter – Consolidating data across one or multiple Dynamics ERPs with different chart of accounts (Part 2 of 7)

It’s common that different companies may have different charts of accounts but still wish to produce consolidated financial statements.  In this situation, Management Reporter can still consolidate the data, allowing you to produce consolidated financial reports.  This blog (2nd in a series of 7), will highlight how to create consolidated reports with varying chart of…


Creating Consolidated Financial Statements using Management Reporter – Consolidating data across one or multiple Dynamics ERPs with the same chart of accounts and same fiscal periods (Part 1 of 7)

Many organizations need to prepare financial statements that report on multiple companies in a consolidated format. Management Reporter can help a company consolidate their data across one Microsoft Dynamics ERP, multiple Microsoft Dynamics ERPs, or across ERPs. Consolidations can also occur at different levels, based on a company’s needs. This series of blogs will help…