1. Increase Productivity with Management Reporter

2. Tony Rohr
Have worked with Dynamics GP and related software in consulting for 15 years.
Always aim for end user to save time and enjoy their tasks
Senior GP Implementation Consultant

3. Objectives Reporting Tips Executive Reporting Online
Questions & Answers

4. Tools to help you leverage your financial data reporting
Reporting Tips
Tools to help you leverage your financial data reporting

5. Use Attributes – Dynamics GP
Attributes are chosen on the columns to be able to bring back other financial data that is stored in the Dynamics tables to Management Reporter. The Attributes will give you the data that is otherwise pulled with a Dynamics GP Detail Trial Balance or from modifying and using the SmartList Account Transactions. By having all of the data added to the Management Reporter Column, you can print the financial at the Financial, Financial and Account or the Financial, Account and Detail level. The Detail level is the only place the attributes will be seen.
(The next three slides show the Attributes for Dynamics GP and AX)

6. Missing Account Analysis
Missing Account Analysis is a tool that is located at Tools > Missing Account Analysis. When the tool is ran, it looks at all of the dimension values used on the Building Block Row Definitions. The tools looks at the lowest (smallest) account number on the report to the highest account number on the report. It will bring back any account that is not located on the report to help you identify what needs to be updated on your report to be in balalnce.

7. Unit Accounts
Having unit accounts as part of your chart of accounts helps in doing calculations to review specialized reporting. Example is using the number of telephone installations unit account and dividing it in to the Net Sales for Telephone Sales to get average net income earned per telephone installation. (Net sales being sales less returns less discounts and less cost of goods sold.)

8. Leverage MR Sample Reports
If not installed, use Import Default Reports under tools to install reports, rows, columns and trees
Default examples are a good starting point to build your own reports
Default columns can be used in any of your reports
Columns reporting budgets would need to be changed to the proper company budget
When installing the Default Reports, you can choose one or more or all reports, rows, columns and trees.

9. Leverage MR Sample Reports

10. Report Comments
When you would like to place a comment on a line, you would highlight the line and then press comment (plus on bottom left). The screen will split like the example on the screen and you can type your comment. Comments export to excel and other formats once you have entered them.

11. Flip Your Thinking Rows can be departments
Columns can be account numbers
There are times that you will want a report by a segment that is not your main account segment. You can build those segments as your row instead of your main account segment. If a report is built this way, you can then drill back into every account number that is associates with the alternernate / non-main account segment.

12. Flip Your Thinking Rows can be departments
Columns can be account numbers
Your column can then have different sections of your main account in different columns. The example in the picture has main account segment 5100 to 5100 in the column. Other examples would be to have the asset, liabilities, owner equities, revenue and expenses each in its own column.

13. Make Rows “Un-Drillable”
Rows can have XD print control added to suppress row in the Account Detail Report
Rows can have XT print control added to suppress row in the Transaction Detail Report
Example of use is for Payroll posting accounts

14. Create Side-By-Side Reports Using Column Format Code

15. Create Side-By-Side Reports Using Column Format Code
Using the Column command in the Format Code column of the Row Definition, you are telling Management Reporter to start the next part of the report in a separate column of the report when generated.

16. Create Side-By-Side Reports Using Column Format Code

17. Suppress Descriptions and Underscores Using the Related Rows Field
My columns are defined as follows:
A=Description
B=Account # (No Print)
C=Current Month Periodic
D=Beginning Balance (No Print)
E=Current Balance YTD (No Print)
F=E-D (Calc)

18. Suppress Descriptions and Underscores Using the Related Rows Field
Use the an if/then statement in the total line to force the value in all columns of the total line to be zero. If the value in column C and F were zero, rows will be suppressed.
Row Example for suppression:
1360  Cash Flow fr Fin     DES   1601
1400  Notes Payable                                           C      +MainAccount = [2?????]
1440  Common Stock                                         C      +MainAccount = [3?????]
1580                                 ---    1601
1601  Net Cash fr Fin       CAL   IF C.1611=0 AND F.1611=0 THEN 0
1611                                 TOT   1360:1580           NP
1620                                  ---    1601

19. Print Only Relevant Data Using Conditional Print Options
None is the default answer but you can use DR (Print only debit balance in row) or the CR (Print only credit balances in row)

20. Executive Reporting Online
Tools to help you leverage your financial data reporting

21. Jump to Key Lines in a Report Using Go To Menu

22. Collapse Lines to View Summary Information Using Show Menu

23. Collapse Lines to View Summary Information Using Show Menu

24. Create an External Board Book by Downloading a Report Group

25. Create an External Board Book by Downloading a Report Group

26. Tree Security for Managers

27. How to Publish in Multiple Folders
Show MR Viewer to add folders, etc. IT must grant proper security for the folders
1. Now, to set the location, we navigate to the report definition in Management Reporter, then click on the Output and Distribution tab
2. Mark the option to "Generate to multiple report library locations" and then specify the report library location in the left hand column, this will be used to determine the security access for the report.  Then, on the right hand side, use the Browse button to locate the shared directory to publish the report link.  You can then add additional combinations of report library locations and related report link locations, so that the report is published to multiple locations with different security settings as needed.
Once you have specified the necessary paths, you can generate the report.  The report link will automatically generate and appear in the shared directory:
3. Double-click to open the link:

28. Report Library Permissions
Right-click on Library or other subfolder | Report Library Permissions
Assigning users or groups to a folder grants them access to that folder and its contents. For example, users assigned to the Report Library root folder automatically will gain access to all subfolders and reports. You also can right-click on an individual report within the Report Library and grant access to a specific report.

29. Tools to help you leverage your financial data reporting
Question and Answers
Tools to help you leverage your financial data reporting

30. Related Resources CPE Eligible Session
Upcoming Webinar: 09/22 Interdyn BMI Management Reporter - Report Groups, the library, and security
Be a member of and enjoy Webinar Recordings and Live Webinars
InterDynBMI.com website page
Let’s Talk Blogs for Tips & Tricks
Management Reporter - Microsoft Dynamics GP Community Forum
Access to CustomerSource
Related Resources
201 Beyond the Basics Series: Management Reporter - 50 Tips in 50 Minutes (Sep 2014)
CPE Eligible Session

31. Thank You for Attending
Contact Information:
Tony Rohr
Office Number: (651)