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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 [...]

Management Reporter Tips and Tricks – 38. Open Last Generated

By |August 25th, 2015|Blog, ERP Events, Microsoft Dynamics GP, Microsoft Dynamics SL|

This week’s Management Reporter tip for Microsoft Dynamics ERP is on the Open Last Generated feature. If you have large reports that take a long time to run, click the Last Generated pictured below. This will open the last generated report but will not calculate any new changes your accounting system. All of these tips [...]