This week’s Management Reporter tip for Microsoft Dynamics ERP, the third in our series, is on Ratios in Reports. Ratios can sometimes be complicated and may seem like you need to export to Excel to do them. Using other non-printing rows to calculate ratios and other formulas will eliminate the need to export to Excel. Row Definition: Use the NP function to hide the data used for the ratios or formulas under print control. 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 or visit our calendar to register for an event. Be sure to subscribe to our blog so you don’t miss next week’s tip – @UNIT Restrictions. … [Read more...] about Management Reporter Tips and Tricks – 3. Ratios in Reports
Management Reporter Tips and Tricks – 2. Using PERIOD in the Column Formula
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 that is found in the column definition. Using this as part of the formula will calculate an average rather than a sum. Column Definition: Formula = “B:MPERIODS” This report was run for period 4. The last column sums the displayed columns and divides by the base period. Result: This tip and more are covered in our Management Reporter training class held each month. If you are interested in more training, please contact us or visit our calendar to … [Read more...] about Management Reporter Tips and Tricks – 2. Using PERIOD in the Column Formula
Management Reporter Tips and Tricks #1
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 cash flow reports. This first post is a calculations tip on Change Base Row. Change Base Row in Management Reporter Change Base Row (CBR) is a format code found in the row definition that allows the report to calculate a percentage of net sales or another row. Seeing a percentage of sales can be valuable if you want to compare your financials to another company or division to … [Read more...] about Management Reporter Tips and Tricks #1
Currency Translation in Management Reporter 2012 CU8
Currency Translation was added in Management Reporter in the CU8 update. This allows you to switch between currencies on the fly when printing the report to the web viewer by clicking on the Currencies button and selecting which currency you wish the report to display in: Before this will work, however, you need to have all currencies setup in the Multicurrency Setup in GP, as shown here: First, mark the Currency ID check box next to the currency you wish to add to the Exchange table. Then, assign the Current, Historical, Average, and Budget Exchange Table IDs. (For more information on setting up Multicurrency, I would recommend taking a look at the documentation for it in the GP code folder.) Once the currencies are setup, the … [Read more...] about Currency Translation in Management Reporter 2012 CU8
How to Draw Boxes around Columns in Management Reporter
Many of you may already be aware that Management Reporter (MR) for Microsoft Dynamics ERP offers a format code for row definitions that allows you to make a box around a row or multiple rows. But, what if you want to draw a box around a column? If you review the options in the column definition screen, you will find that there is no option to create column boxes. However, the format code in the row definitions can be used to create a box around a column. Think of a box around a column as a box around all the rows, restricted to just one column. To create your column box, go to your row definition screen and use the BXB (Begin Box around Rows) code in column C (Format Code) as the first line, and enter the column you want for your box … [Read more...] about How to Draw Boxes around Columns in Management Reporter
Tips to Resolving Font Name Error In Management Reporter
If you’ve migrated from FRx to Management Reporter, you may have noticed there may be some fonts that are not available on the system. The migration report may show that all fonts migrated successfully but when you open a Row Definition or Column Definition you may receive an error that the font cannot be found. This will then crash Report Designer with the following error: To resolve this error: Open SQL Server Management Studio and connect to the ManagementReporter database. Run the following script: (replacing ‘FONTNAME’ with the font name in the error message) to see how many objects are using the font in the error message. Select * from ControlFontStyle where FontName = 'FONTNAME' Now run the following script to update all … [Read more...] about Tips to Resolving Font Name Error In Management Reporter
