Rhonda Hawley Rhonda Hawley Presenter Regional Chapters

Today’s Reporting Humor

Regional Chapters Overview  What is Management Reporter  Report Setup and Navigation  Publishing Reports  Collaboration  Other New Features  Tips and Tricks for Migrating FRx to Management Reporter 2012

Regional Chapters What is Management Reporter FRx on Steroids– Financial Reporting –Report on Microsoft Dynamics GP General Ledger Information –Replaces FRx in Microsoft Dynamics GP 2010 and 2013 –Can run FRx and Management Reporter 2012 side by side with upgraded Microsoft Dynamics GP 2010 –Will only have Management Reporter 2012 available for use with Microsoft Dynamics GP 2013 –More of a “Microsoft feel” to the application

Regional Chapters Report Setup and Navigation Concept of Row Definitions Column Definitions Tree Definitions Report Definitions

Regional Chapters Publishing Reports To the Reports Library To SharePoint Can choose to view in the Report Viewer Microsoft Office Excel XPS format One Report for ALL of your users Utilizes Security to determine what the user sees

Regional Chapters Other New Features  Report Groups  Report Schedules  Missing Account Analysis  Export to.XPS format  Comments  IM/  Edit Find  Drill into Microsoft Dynamics GP  Security

Regional Chapters Collaborating with Instant Messaging  Instant message  Message contains context -- name of report, report row and link URL to open report  Support for Microsoft Lync™

Regional Chapters Tips and Tricks on Migrating from FRx to Management Reporter 2012 In FRx… Things to do pre-migration– CLEAN UP!  Backup SysData  Export all Spec Sets to *.tdb files  Clean Up Spec Sets  Delete un-needed items (Rows, Columns, Trees, Catalogs)  Remove FW and FWC Companies and any Unused (TEST) Companies  Delete unused Spec Sets  No users in FRx  Delete *.g32 files  Set remaining companies as default  Compact databases In Microsoft Dynamics GP  Make sure Segments are named and consistent from company to company  Tools>Setup>Company>Account Format  Set Functional Currency ISO Code  Tools>Setup>System>Currency Post migration– run all of your reports– fix Warning Sign errors

Regional Chapters FRx to Management Reporter 2012 Migration Guide oad/7/8/A/78A3710A-9D B302- CD54B /MRforDynERPMigrfromF RxGuide_ENUS.pdf

Regional Chapters Want More? Feature Highlight Videos on Management Reporter blog Feature Highlight Videos on Management Reporter blog – Short benefit-oriented videos to highlight new Management Reporter 2012 features – New videos posted every couple of days –

Regional Chapters Questions