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Sikich

Quick Guide to Management Reporter 2013 – And Why You Should Care


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Reporting tools are always a hot button with users, especially financial reporting tools, which can make or break your critical reporting rituals and workload. Whether you are a current user of Microsoft Dynamics GP or exploring your options for a new financial management solution, there are some excellent advantages to the new financial reporting tool from Microsoft called Management Reporter. To start, Management Reporter is a user-friendly tool designed specifically to let you design and publish your own financial statements without IT support. It is the replacement product for FRx Report Writer, the financial reporting tool that came standard with Microsoft Dynamics GP for many years. With Management Reporter, you have greater ease and flexibility in creating and sharing financials statements such as Profit and Loss, Balance Sheet and Cash Flow statements.

Some of the key advantages of Management Reporter include:

  •Multiple report distribution options including:
    oExport to Excel workbooks and XPS (read only)
    oPublish to a network location
    oPublish to a SharePoint site
    oEmail links to reports
  •Add logos and other images to report headers and footers
  •Improved multicurrency functionality
  •Reports libraries that can store multiple versions of reports
  •Drill-down capabilities to transaction level details
  •Drill-back capabilities into Microsoft Dynamics GP for actual and budget figures
  •Charts and comments
  •Ability to undo changes
  •Organize building blocks (i.e. rows, columns, trees and reports) in folders

For a more detailed overview of Management Reporter versus FRx, read the new Quick Guide: Management Reporter and Why You Should Care. The guide includes a roadmap chart for which versions of Microsoft Dynamics GP will support FRx, explains the enhanced multi-currency capabilities and discusses the benefits of using Management Reporter with Forecaster, a budgeting tool for Microsoft Dynamics GP.

By Hal Weinberger, Sikich LLP, a Chicago-area Microsoft Dynamics partner for Microsoft Dynamics GP, Microsoft Dynamics NAV, Microsoft Dynamics SL, Microsoft Dynamics AX and Microsoft Dynamics CRM

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