Can’t Connect to Management Reporter? Try These Fixes for Common Connection Issues Management Reporter connection issues can arise for many reasons. Below are two of the most common issues and some possible resolutions to those issues: Users get the following error when trying to log into Management Reporter: “Unable to connect to the ‘company name’ [...]
Management Reporter Class Dates Announced Boyer & Associates has finalized dates for the next several sessions of our popular Management Reporter training classes. The next three class dates are as follows: February 22-23 April 19-20 June 21-22 These classes are geared toward accountants who have little to no training in Management Reporter. Classes are interactive, [...]
This week’s Management Reporter tip for Microsoft Dynamics ERP is on finding out which MR Version you are currently running. If you are wondering what version of MR you are running, you can find it easily by clicking on the Help tab and going to the “About Management Reporter” option. The version you're currently on [...]
This week’s Management Reporter tip for Microsoft Dynamics ERP is on being able to have your drilldown Sort by Natural account. Sort by Natural – When drilling into rows that contain multiple GL accounts, you can have the list sorted by your natural account. This can be found in the Report Definition → Settings tab → [...]
This week’s Management Reporter tip for Microsoft Dynamics ERP is on the Box Format. Box Format – Use the box format to draw more attention to specific areas of your report. Row Definition: Result: To learn more about using the Box Format to add boxes around columns in Management Reporter, click here. This tip, and [...]
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Indenting. Indenting – Use the tool bar on the top of your row definition to make indenting much easier. Row Definition: Result: This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more [...]
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Shading. Shading – Create a more appealing report by using shading in your row definitions. Row Definition: Result: This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please contact us [...]
This week’s Management Reporter tip for Microsoft Dynamics ERP is on F3. F3 – Using this button will display the next level of information in a cell. F3 F3 This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please contact us [...]
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Inserting Rows from Dimensions. Insert rows from dimensions – Rather than typing all the accounts, departments, and so on, use the Insert Rows from Dimensions option under the Edit menu. This will also work in tree definitions as well (Insert Units from Dimension). This [...]
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Default Report Definitions. Default Report Definitions – Use the default report definitions to create reports faster (CU7 and greater). As of version CU8, there are 16 report definitions with supporting rows and columns. Once imported, you will need to map your chart of accounts [...]
