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 (MR) in Dynamics GP is known for the valuable financial data it can offer — and in turn the valuable business insights it delivers. But it’s only with advanced management reporter tips that GP users can experience the full potential this reporting tool affords.
Follow along as we share some MR tips and tricks for Dynamics GP users.
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.
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:
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 then 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).
If you have questions or need some assistance, visit our support page for more help.