A Management Reporter (MR) Refresher: Advanced MR Tips with downloadable guides!

Management Reporter Refresher

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 exactly the same in Dynamics SL!

 

Management Reporter Guidebooks for Dynamics GP and Dynamics SLMaybe you have heard that Microsoft will no longer be releasing updates to Management Reporter. This does not mean, however, that it is going away. So as long as you’re using Management Reporter, and it is fulfilling your requirements, it will remain the reporting standard for Dynamics for the foreseeable future. This only means you have every reason to truly master it! Here are three advanced tips you need for MR.


Please note: this blog post covers a few topics in the advanced MR report training. For a quick intro on the basics of getting started using Management Reporter, download our Management Reporter Basics Guide!  


How do I build a row from scratch?

To start, navigate to the Edit menu, and select “Insert Rows from Dimensions.” This will pop up a dialogue box with several options for viewing the data. Simply fill in a starting value and an ending value; that is, the range of values you want to populate your rows. This example uses Account.

Management Reporter Refresher

Management Reporter Refresher

From here, it’s up to you how you’d like to format your final table (for example, creating a balance sheet). You can combine all the cash accounts into a single row using row linking, for example. Click below to see how it’s done!

How to edit MR columns to fit your needs

One popular way of arranging columns is in a 3 Year Quarterly Trend report. That is achieved by arranging the “Fiscal Year” and “Period” rows thusly:

Management Reporter Refresher

You can then add as many columns (and years) as needed to this report.

For more column help, including designing rolling month/year columns, and dynamic columns in Management Reporter, click below!

 

Setting up and editing a reporting tree

A report that uses a reporting tree will have the Reporting Tree button enabled in the Web Viewer. Clicking this button will display a list of units. This list will only show the units that are available for the user viewing the report. You can them build from dimensions, link rows/columns, and more.

The video that we linked to above several times is our most recent “Advanced MR Training” webinar. Continue to watch it for more info on rows, columns, trees, and reporting functions (such as Summary Trial Balance sheets, Side-by-Side, and Actual vs. Forecasted reports).

Watch the Recording (Management Reporter Tips Webinar)

For even more details, download our free Management Reporter training guides. There is a Basic and Advanced version to help with every level of user, from novice to master. If you have further issues with Management Reporter, reach out to our team support@crestwood.com! They love solving your problems – the harder the better.

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