1. M ANAGEMENT R EPORTER FOR M ICROSOFT D YNAMICS ERP Noah Moseley Noah.Moseley@MSXGroup.com Intro to

2. The MSX Group We are a consulting practice specializing in Management Reporter, Forecaster and FRx for Microsoft Dynamics AX, GP, NAV and SL. – Consulting Services – Training – Software Support www.MSXGroup.com Noah.Moseley@MSXGroup.com

3. 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.

4. Management Reporter DATA Sources – Microsoft Dynamics AX – Microsoft Dynamics GP – Microsoft Dynamics SL – Excel Files – These are all Read-Only.

5. Management Reporter Components – Report Designer – Report Queue – Report Viewer/Library – Web Viewer – Migration Wizard from FRx (uninstall after use) – SQL (1 Database; 2 if using DataMart) – Services (Controls Security and Report Processing) – Security is all via Windows Authentication – Output Options (Excel, Printer, XPS)

6. Management Reporter Building Reports in Report Designer – Building Blocks Row Definitions Column Definitions Reporting Tree Definitions Report Definitions

7. Management Reporter Migration Tips – Clean up FRx Delete old Spec Sets, Companies, Rows, Columns, Trees, Reports Review Account Sets, Chained Reports, Row Linking and Unused Rows, Columns and Trees Proof reports between FRx and Management Reporter Uninstall the Migration Wizard

8. Resources Noah C. Moseley, MSX Group Noah.Moseley@MSXGroup.com www.MSXGroup.com Microsoft CustomerSource

9. Events Microsoft Dynamics Convergence AXUG Summit GPUG Summit NAVUG Forum MSDSLUG Summit Forecaster, FRx, Management Reporter (FFMR) User Forums Sponsored online by the MSX Group each April