Management Reporter

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Management Reporter Tips and Tricks – 10. Book Code Modifier

By |October 10th, 2014|Blog, Management Reporter, Microsoft Dynamics GP, Microsoft Dynamics SL|

This week’s Management Reporter tip for Microsoft Dynamics ERP is on using a Book Code Modifier. Book Code Modifier: This feature is helpful if you need to pull in non-financial data or want to reference budget values instead of actuals on a specific row. This can also be used in calculations in the report. Row [...]

Management Reporter Tips and Tricks – 9. Prevent Drill Down

By |October 1st, 2014|Blog, Management Reporter, Microsoft Dynamics GP, Microsoft Dynamics SL|

This week’s Management Reporter tip for Microsoft Dynamics ERP is on the benefit of Rolling 12 Months. Prevent Drill Down: To hide confidential information, yet allow details in the rest of an account detail report, use “XD” under the Print Control to suppress a specific row. This prevents the drill down feature when viewing the [...]

Management Reporter Tips and Tricks – 8. Rolling 12 Months

By |September 24th, 2014|Blog, Management Reporter, Microsoft Dynamics GP, Microsoft Dynamics SL|

This week’s Management Reporter tip for Microsoft Dynamics ERP is on the benefit of Rolling 12 Months. Rolling 12 Months: Use this to show a rolling number of periods dynamically. This is especially useful for side-by-side reports with divisions, departments, or companies. This example is a 12 month rolling, Base plus 11 periods in the [...]

Management Reporter Tips and Tricks – 7. Account Numbers

By |September 17th, 2014|Blog, Management Reporter, Microsoft Dynamics GP, Microsoft Dynamics SL|

This week’s Management Reporter tip for Microsoft Dynamics ERP is on the benefit of Account Numbers. Account Numbers in the column definitions can show the account numbers that make up the row definition without having to drill into the details. Column Definition: Result: This tip, and many more, are covered in our Management Reporter training [...]

Management Reporter Tips and Tricks – 6. Start and End Dates

By |September 10th, 2014|Blog, Management Reporter, Microsoft Dynamics GP, Microsoft Dynamics SL|

This week’s Management Reporter tip for Microsoft Dynamics ERP is on utilizing Start and End Dates. Start Dates and End Dates in the column definitions can be used to report results by a data range, such as a weekly range. This restriction is useful for daily or weekly sales reporting, cash analysis needs, and other [...]

Management Reporter Tips and Tricks – 5. Reporting Units & Dimension Filters

By |September 3rd, 2014|Blog, Management Reporter, Microsoft Dynamics GP, Microsoft Dynamics SL|

This week’s Management Reporter tip for Microsoft Dynamics ERP is on Reporting Units and Dimension Filters. Reporting Units and Dimension Filters in the column definitions can be used to separate GL accounts and departments on the report without having to drill into the details. Column Definition: Result: This tip, and many more, are covered in [...]

Management Reporter Tips and Tricks – 4. @UNIT Restrictions

By |August 27th, 2014|Blog, Management Reporter, Microsoft Dynamics GP, Microsoft Dynamics SL|

The fourth tip in our weekly Management Reporter series for Microsoft Dynamics ERP is on @UNIT Restrictions. In case you missed any of the previous tips, you can check them out on our blog. @UNIT Restrictions can be used in the row definition to display specific parts of your reporting tree without having to generate [...]

Management Reporter Tips and Tricks – 3. Ratios in Reports

By |August 22nd, 2014|Blog, Management Reporter, Microsoft Dynamics GP, Microsoft Dynamics SL|

This week’s Management Reporter tip for Microsoft Dynamics ERP, the third in our series, is on Ratios in Reports. In case you missed our first two tips, you can check them out on our blog here. Ratios can sometimes be complicated and may seem like you need to export to Excel to do them.  Using [...]

Management Reporter Tips and Tricks – 2. Using PERIOD in the Column Formula

By |August 13th, 2014|Blog, Management Reporter, Microsoft Dynamics GP, Microsoft Dynamics SL|

Last week, I started a weekly segment on Management Reporter tips for Microsoft Dynamics ERP. The tip last Wednesday was on Change Base Row (CBR), so be sure to read it if you missed it the first time.  Today’s tip will be on using PERIOD in the Column Formula. PERIOD is part of the formula [...]

Management Reporter Tips and Tricks #1

By |August 6th, 2014|Blog, Management Reporter, Microsoft Dynamics GP, Microsoft Dynamics SL|

Each week, I will be sharing a Management Reporter tip for Microsoft Dynamics ERP. If you are not familiar with Management Reporter, it is a real-time financial reporting application designed to empower information workers to quickly and easily create, generate, secure, and publish financial statements, such as Profit and Loss (P&L) statements, balance sheets, and [...]