Management Reporter CU14 – Change the report date from the web viewer

Management Reporter CU14 added the ability to change the report date while viewing a report in the web viewer. This allows those viewing the report to modify the report to fit their needs without having to either ask someone to regenerate it or modify the existing report definition. The base period and base year of…


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…


Viewing previous month’s reports in the web viewer (CU9 Feature)

When reviewing this month’s report in the web viewer, sometimes it’s helpful to be able to go back and look at the same report for the last month. With Management Reporter CU9, you can do this with a click of a button in the web viewer.  There is no more hunting around trying to find…


Publish a report from the Management Reporter web viewer (CU9 Feature)

Once you are done making adjustments and you’ve verified the data using refresh in the web viewer, you may want to be to publish that report out for everyone else to view as well. With Management Reporter CU9, this can all be done from the web viewer.  The output locations and report dates used when the…


Refresh a report in the Management Reporter web viewer (CU9 Feature)

There are times when you want to be able to get an updated view of the data in a report without having to go back in Report Designer to regenerate the report. One of the main times this is needed is when folks are making their month end adjustments.  With Management Reporter CU9, we’ve added…


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…


Web viewer quick reference guide

Since releasing the web viewer, we’ve done quite a few posts and videos on what it can do and how to use it.  All of this information is a great resource, but we still get quite a few questions about what the web viewer does and how people can use it.  So, I thought I’d pull together a…


Viewing and interacting with report groups– Management Reporter CU6

When a report group is generated, a report group page is created that contains links to all of the reports in the group. Users go to one location and open a link to get all of the reports relevant to them. The video below shows the report group page and the different ways users can…


Management Reporter Web Viewer as default – Management Reporter RU5

We’ve gotten a lot of great feedback about the web viewer since releasing it back in RU3. In order for all users to benefit from the great features in the web viewer, it’s been made the default viewer for Management Reporter in RU5. If you need to view a report in the desktop viewer, you…


Collapse detailed report into summary view – Management Reporter RU5

In the Management Reporter web viewer, lines in a detailed report can be collapsed to show a summary view. Each person can focus on the data important to them without going to two separate reports and the person designing reports only has one report to design.