1. Year End: Fuss Free Year End Reporting for Affordable Care Act Compliance
Presented by:
Presentation slides created by Noah Mosely

2. Management Reporter 50 Tips in 50 minutes
Noah Moseley | MSX Group

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 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

5. 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

6. Management reporter Reporting Tree Definitions
if it applies across companies
Ranges and Wildcards work
@TITLE 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

7. 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

8. 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