Management Reporter

Attention Dynamics SL Users: You’ll notice a lot of “Dynamics GP” language used below – that’s only because we used Dynamics GP for our presentation. Management Reporter works the same in Dynamics SL! You might have heard that Microsoft will no longer be releasing updates to Management Reporter. This does not mean, however, that it is going away. …

Management Reporter (MR) Refresher: Advanced MR Tips with Downloadable Guides! Read More »

In Management Reporter (MR), different security levels put restrictions on users to provide access only to specific companies and specific reports. Understanding how these levels work is the key to setting up users and distributing reports in MR. User Security The first level of security you'll deal with involves the user level. To begin, create …

A Guide to Management Reporter (MR) Security Hierarchies   Read More »

Several weeks ago, we posted an article on How to set up Attribute Reporting in Dynamics GP Management Reporter (click if you missed it). Here at CSSI, we have regularly found that our GP customers under-utilize GP's Management Reporter, often because they don't understand it. For that reason, we've created the first in a series …

Management Reporter – upcoming webinar will get you started Read More »

Microsoft Dynamics GP Microsoft is continuously adding new features to improve reporting, increase collaboration and decrease inefficiencies. Take a look at some of the recent improvements made to Dynamics GP from Dynamics GP 2015 to Dynamics GP 2016 R2 and perhaps you will discover a recent enhancement that will make your organization run more...dynamically. All-in-one …

What’s New GP 2015 to GP 2016 R2 Read More »

 by Briley Acker, CPA Formatting report headers and footers in Management Reporter offers organizations an opportunity to create sleek and clear financial statements, which should minimize or eliminate the formatting work to be done post print. Some key features include the ability to insert AutoText and images. Inserting AutoText allows a user to call on …

Updating Report Headers in Management Reporter Read More »

  This article focuses on dashboards for real estate companies using Microsoft Dynamics GP.   Visualization enhances your performance; helps reach your potential, increases focus, boosts confidence, and so much more. Think about your favorite professional athletes. For example, tennis player Serena Williams has practiced visualization techniques. In this case, it makes sense to apply …

Real Estate Dashboards for Microsoft Dynamics GP Read More »

In this article, we’ll explore the details of preparing for a financial reporting implementation that is a success. In today’s business world, financial reporting is unavoidable.  Whether you’re working with a homegrown Excel reporting process, a legacy software applications, a third party vendor product, or a native accounting tool reporting feature, every company is relying …

First Time at Reporting Implementation? Tips and Tricks! Read More »

Microsoft uncovered their cloud-based enterprise resource planning (ERP) system, Dynamics 365, in early November. As a potential business intelligence (BI) customer, you’re probably curious about your reporting and budgeting processes in the context of moving towards a cloud-based ERP system. This article focuses on the next steps to take for your reporting and budgeting in …

Microsoft Dynamics 365 has changed the Cloud ERP revolution, but what about your reporting and budgeting? Read More »

This article will discuss the benefits of Business Intelligence (BI) for the HR, IT, marketing, and sales departments using Dynamics GP. BI solutions can help you meet department-specific goals in an efficient way. I will cover general departments that you would typically find in a company. Sales A budgeting and forecasting tool benefits the sales …

How Business Intelligence for Microsoft Dynamics GP Benefits Each Department Read More »

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