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Stoneridge Software

Management Reporter Trees, My Favorite Feature for Slicing & Dicing


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My favorite feature of Management Reporter is the Reporting Trees.  It allows you to get multiple reports just by using the slicer/dicer.  I call it the slicer/dicer as it allows you to slice and dice your chart of accounts.  In Management Reporter terms, the reporting tree takes your general ledger accounting structure and allows you to create nodes on a tree so you can select them at runtime or print all at once.  It is like getting 12 for 1 in the case of the screenshot below!

 

Reporting Tree Definition

 

When running a profit loss statement, be sure to also run the report with a tree such as the Department tree above.  Once it has calculated the report, it can prompt you to select any of the departments to view.  Any main accounts which had transactions with dollars put against that department (such as a new computer for the IT department), MR will print those dollars in the IT department profit loss statement.  The Reporting Tree can be set up to handle any of the segments of your account structure you want to view.

 

Management Reporter Register now

If you’re interested in learning more about the building blocks (rows, columns, trees) of reports and how they work together, I teach a Management Reporter Workshop.  The workshop gives you an introduction to Management Reporter 2012. I teach the basics of Management Reporter, the key components of the report(s) and how to create and run report(s).  I also be show different options to create calculations and report distribution.  My class includes a manual, an Azure machine, and hands-on, interactive training from me. The class is relevant for both Dynamics AX and Dynamics GP users. Information about the Management Reporter Workshop can be found here.

Dan Liebl is a Senior Consultant at Stoneridge Software. Dan’s areas of  expertise are financials, manufacturing, and distribution. He is a 16-year veteran of ERP consulting. Dan is a Certified Management Accountant (CMA) and is APICS Certified in Production and Inventory Management (CPIM).

Stoneridge Software is a Fargo, ND and Minneapolis, MN area Dynamics AX, Dynamics NAV and Dynamics CRM partner. If you're interested in learning more about our Management Reporter trees contact 612-354-4966 or solutions@stoneridgesoftware.com.

by Dan Liebl, Stoneridge Software

 

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