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Management Reporter Tips and Tricks – 49. P&L Check Figure

By |November 10th, 2015|Blog, ERP Events, Microsoft Dynamics GP|

This week’s Management Reporter tip for Microsoft Dynamics ERP is on P&L Check Figure. Ever wonder if you are pulling all the GL accounts and your formula is working correctly in your P&L row definitions? Add a check figure to validate and warn you if there are accounts missing, duplicated, or if the formulas are wrong. [...]

Management Reporter Tips and Tricks – 48. Web Viewer Default

By |November 1st, 2015|Blog, ERP Events, Microsoft Dynamics GP, Microsoft Dynamics SL|

Here's this week’s Management Reporter tip for Microsoft Dynamics ERP: Do your reports keep opening up in the web viewer like below? Change your default to the MR Report Viewer in the Reporter Designer under Tools. This will have a few more options available that the Web viewer does not have. This tip, and many [...]

Management Reporter Tips and Tricks – 47. Wrap Text

By |October 27th, 2015|Blog, ERP Events, Microsoft Dynamics GP, Microsoft Dynamics SL|

This week’s Management Reporter tip for Microsoft Dynamics ERP is on the Wrap Text feature. Wrap Text – This feature is in the column definition and prevents the row description from being cut off, as illustrated below. Column Definition: This tip, and many more, are covered in our Management Reporter training class held each month. [...]

Management Reporter Tips and Tricks – 46. Renumber Row Option

By |October 20th, 2015|Blog, ERP Events, Microsoft Dynamics GP, Microsoft Dynamics SL|

This week’s Management Reporter tip for Microsoft Dynamics ERP is on the Renumber Row Option. Renumber Row Option – Found in the Row Definition Edit/Renumber rows. It will also renumber formulas. The Renumber Row Option is a very nice feature for those accountants that like good organization in their reports. Before: After: This tip, and [...]

Management Reporter Tips and Tricks – 45. Zero Value Override

By |October 13th, 2015|Blog, ERP Events, Microsoft Dynamics GP, Microsoft Dynamics SL|

This week’s Management Reporter tip for Microsoft Dynamics ERP is on Zero Value Override Text. Zero Value Override Text – Allows you to override a zero value in the format of a row or column with a text such as “N/A”.  This is very useful if your report is set to show blanks for zero, [...]

Management Reporter Tips and Tricks – 44. Acct Modifier

By |October 6th, 2015|Blog, ERP Events, Microsoft Dynamics SL|

This week’s Management Reporter tip for Microsoft Dynamics ERP is on Acct Modifier. Acct Modifier - Change the period data of a specific row. This can be very useful for cash flow statements to pull in beginning period cash balances or to show a YTD number below a MTD number. Row Definition:   This tip, [...]

Management Reporter Tips and Tricks – 43. Column Restrictions for Rows

By |September 29th, 2015|Blog, ERP Events, Microsoft Dynamics GP, Microsoft Dynamics SL|

This week’s Management Reporter tip for Microsoft Dynamics ERP is on Column Restriction for Rows. Column Restrictions for Rows – Restrict data and formats to specific columns on the report as illustrated below. Row Definition:             Result: This tip, and many more, are covered in our Management Reporter training class [...]

Management Reporter Tips and Tricks – 41. Calculations on Hidden Columns

By |September 15th, 2015|Blog, ERP Events, Microsoft Dynamics GP, Microsoft Dynamics SL|

This week’s Management Reporter tip for Microsoft Dynamics ERP is on calculations on hidden columns. Calculations on Hidden Columns – When using non-printing rows that you want to be included in the calculation you need to specify the columns individually B+C+D. When you want a total for only the rows displayed on the report use [...]

Management Reporter Tips and Tricks – 40. IF THEN ELSE

By |September 8th, 2015|Blog, ERP Events, Microsoft Dynamics GP, Microsoft Dynamics SL|

This week’s Management Reporter tip for Microsoft Dynamics ERP is on IF THEN ELSE. IF THEN ELSE – This allows you to pull in data to other rows such as a negative asset account into the liability section of the balance sheet based on the value. Below is the formula for the asset section; copy [...]

Management Reporter Tips and Tricks – 39. Long Date Format

By |September 1st, 2015|Blog, ERP Events, Microsoft Dynamics GP, Microsoft Dynamics SL|

This week’s Management Reporter tip for Microsoft Dynamics ERP is on changing the long date format. Long Date Format - Follow the instructions illustrated below in order to remove the day from your report headers. This is not a setting in MR but is a default within the system that is generating the report. Change the date [...]