Management Reporter

Getting Started with Management Reporter (MR)

Posted by Jen Bieker on April 19, 2016

Recently, we’ve been getting requests to cover the basics of reporting in MR. We’ve compiled the information below to help you get started with Management Reporter.   Start with this article! It’s a summary of MR building blocks. Watch a clip (16 minutes) from our…

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Backup and Disaster Recovery Plans for Microsoft Dynamics SL, FRx, & Management Reporter (MR)

Posted by Tiffany Bennett, Senior Consultant on March 18, 2016

How would you answer these 3 questions? What would you do if you lost all your customer data? How would you recover from that? Do you have a plan in case of a disaster?   Like it or not, data loss does happen.  Systems fail, servers die, and power surges.…

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Management Reporter (MR) Report Viewer vs. Web Viewer

Posted by Jen Bieker on March 18, 2016

As of MR RU5, the web viewer is set to be the default.  But, did you know you have more options available when using MR as your default report viewer rather than your web browser?     MR Report Viewer Web Viewer Full report library - including versions …

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Management Reporter (MR): How-to Setup Departmental Reporting with Row Links

Posted by Mike Gordon, CPA, MCP on March 17, 2016

Do you need multiple financial statements for multiple departments? Do you need to see a different set of accounts on the same line? Many organizations that have multiple departments have more complex reporting requirements. Learn how to create departmental reporting in Management Reporter (MR). 1. Make sure the companies…

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5 Management Reporter (MR) Tips

Posted by Jen Bieker on February 23, 2016

Here are 5 great tips & tricks for MR you should try... Prevent Drill Down: To hide confidential information, while allowing details in the rest of an account detail report, you can enter ‘XD’ under the Print Control to hide drill down capabilities in the report. This…

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Back to Basics: Create a New User in Management Reporter

Posted by Misty Galbreth, Support Analyst on January 14, 2016

Whether you’re new to Management Reporter or you just need a refresher, outlined below are the steps required to create a new user in Management Reporter (going forward known as “MR”). 1. Login into MR Designer as an Administrator. Please note: If you are not currently an…

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Management Reporter CU13 re-release includes unlimited MR Users (and more)!

Posted by Donna Krizik on November 11, 2015

If you're like us, you get excited by the little things. A perfect example of this is the release of Management Reporter CU13, which includes some real benefits. Happy reporting! Benefits Include: No more MR licenses required!For both Microsoft Dynamics GP and Microsoft Dynamics SL, you get an…

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Management Reporter (MR) Connection Error

Posted by Lauren Christoff on November 3, 2015

Issue: We have a customer who is unable to connect to Management Reporter due to changing their domain User ID associated with the MR services. The Fix: There are a couple options to fix this connection error:  Remove the application and process services using the console under a domain…

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Why Create a Detailed TB Report in MR?

Posted by Jen Bieker on November 3, 2015

Question: Why would you create a detailed Trial Balance (TB) report in Management Reporter (MR) when it's already available as a report in Dynamics GP? Answer: There are a couple good reasons why people choose to use MR for this report: MR reports are available to non-GP users, meaning…

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Microsoft Dynamics Management Reporter Upgrade Problems?

Posted by Ben Kaplan on August 24, 2015

As the Crestwood support team began upgrading Microsoft Dynamics clients with the newest version of the Management Reporter,  they noticed a couple issues preventing them from finishing the job. Instead of allowing these issues to persist in the Microsoft community, we decided it was best to share our tips: 1.…

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