MANAGEMENT REPORTER TIPS AND TRICKS DEREK KREBS | MSX GROUP

DEREK KREBS Bio Bullet Points  MSX Group is a consulting practice specializing in consulting services, training and support for Management Reporter, Forecaster and FRx for Microsoft Dynamics  We have spent 100% of the time the last 18+ years specializing in Financial Reporting and Budgeting  Derek has done over 300 client implementations the past 18+ years 

USER FORUMS for Microsoft Management Reporter Microsoft Forecaster MSX Prospero Sep 19-21, 2016  All Online  All Free  Full 3 days  CPE Eligible Register Today The MSX Group is hosting its annual Fall online conference for users of these three great Microsoft products with beginner sessions in the morning and more advanced sessions throughout each day.

MANAGEMENT REPORTER Management Reporter is used for financial reporting using general ledger data (account balances and transaction level details) from the Microsoft Dynamics ERP solution.  Income Statements  Balance Sheets  Cash Flow Statements  Trial Balance Statements  Etc.

MANAGEMENT REPORTER Major Themes and Topics for Tips & Tricks Viewing and Interacting with Reports Client Viewer & Web Viewer, Graphs, Comments, Exports Report Creation Rows, Columns and Trees – oh my! Report Groups & Schedules Formatting: Page Setup, Headers/Footers, Line and Column Spacing, Widths, Fonts Security: Groups, Users, Folder security and Tree unit security Management Reporter Most Recent version and hot fixes

MANAGEMENT REPORTER Row Definitions Row Codes are alpha-numeric Font Styles reduce maintenance Dimension Sets remove clutter Dimension Value Sets reduce maintenance Delete extra rows at the bottom Use Check Rows Know the order of balances Use Wild Cards and Ranges where possible Renumbering Row Codes is easy

MANAGEMENT REPORTER Column Definitions Use Auto-fit for Descriptions only Use Dimension Filters before Reporting Unit Filters Don’t worry about extra columns Start on the first row of headers Use boxes across columns Insert Codes for Headers Name Column Definitions correctly Ranges work for Periods Conditional Statements help with actual plus budget Don’t wrap, but you can Repeat

MANAGEMENT REPORTER Reporting Tree Definitions if it applies across companies Ranges and Wildcards pulls into Report Headers Promote and Demote Reporting Units Additional Text can be used in Row Definitions Set Security by Reporting Units Build Trees Automatically Copy and Paste works, kind of Only One Row Definition per Tree

MANAGEMENT REPORTER Report Definitions Include Transaction Details only if you need them No need to save the date Generate reports to the Library Publish links using SharePoint in Report Headers Put Page in front of Page of Pages Set Tree Options Show Negatives in Red Check for Duplicate Accounts Check for Missing Accounts

MANAGEMENT REPORTER Odds & Ends Run Groups of Reports at one time Schedule Reports to Run Setup Groups in Security to use in Trees and Library Permissions Pick your preferred viewing mode Add Comments Create Charts Make room for viewing Export and Print from the Report Viewer, not the Web Viewer

USER FORUMS for Microsoft Management Reporter Microsoft Forecaster MSX Prospero Sep 19-21, 2016  All Online  All Free  Full 3 days  CPE Eligible Register Today The MSX Group is hosting its annual Fall online conference for users of these three great Microsoft products with beginner sessions in the morning and more advanced sessions throughout each day.

QUESTIONS & ANSWERS: QUESTIONS & ANSWERS: CALL OR ANYTIME WITH PRODUCT QUESTIONS USER GROUP BENEFIT: FREE 1-HOUR PHONE CONSULTATION TO REVIEW YOUR REPORTING AND BUDGETING REQUIREMENTS, GOALS AND SETUP IN FORECASTER / MANAGEMENT REPORTER / FRX PHONE: