Transcript Management Reporter - Microsoft Dynamics GP & CRM Partner

Management
Reporter
Ian Richardson CGA
Cale Tanguay CGA
Management Reporter
• There have been many Management Reporter updates since the
initial release.
• Here are some of the notable changes since Prophet’s 2013 User
Group…
Management Reporter
• Last year we showed how the Web Viewer now displays account
and transaction level details, but there are other notable changes
for the Web Viewer.
• Report headers and footers now display by default in the Web
Viewer.
• Users have the ability to view previous versions of reports from the
‘Show’ icon.
• Users with permissions above ‘Viewer’ (i.e. Generators, Designers,
and Administrators) may now Refresh a report in the Web Viewer
to update data based on the criteria specified when the report was
generated.
Demo
• Show headers and footers by default in Web Viewer
• Show how to select previous month report in Web Viewer
• Show how to refresh a report in Web Viewer
Management Reporter
• Auto-text dates are now available for calculated columns headers.
• No more hard coding of months within the column definition!
Management Reporter
• When using auto-text dates in the header of a calculated column,
ensure you enter the appropriate fiscal year and period
Demo
• Show auto-text for calculated columns
Management Reporter
• An additional parameter has been added to control header and
footer options for exporting to Excel in page view vs. normal view.
This is found in the report’s Output and Distribution tab.
Management Reporter
Management Reporter
Management Reporter
• Row-based totals will now display as formulas when exported to
Excel!
• Column-based totals, calculated rows, and calculated columns
don’t have this function…yet.
Management Reporter
Management Reporter
Demo
• Show headers and footers in Normal View when exported to Excel
• Show row-based totals as formulas in Excel
Management Reporter
• Account category descriptions don’t display in drill down.
• The account category description and dimension are no longer
displayed when users drill down to the account and transaction
detail levels in a Management Reporter report.
Management Reporter
• Prior to CU10…
Management Reporter
• CU10 and later…
Management Reporter
• Rows now offer the ability to create a side by side reports easily by
using a section break option
• While it was possible to do this in earlier versions, users had to rely
heavily on column restrictions.
Management Reporter
• In the Format Code pick-list, select ‘COLUMN’ to shift all rows
below to the right of the original section.
Demo
• Show account detail without combined accounts and categories
• Show how to create a side-by-side report
Management Reporter
• Do you ever run reports part way through the year and wish you
could include budget amounts for the remaining periods?
• How is this possible??
Management Reporter
• Use print controls in your column definition:
• P <= B
• P>B
- Print only if period is less than or equal to Base period
- Print only if period is greater than Base period
Management Reporter
Management Reporter
Demo
• Income Statement with Forecast
• How to use freeze function
Management Reporter
• Have you ever wondered how statements of changes in financial
position are designed in Management Reporter?
• How do you calculate the net change for activity types? In the row
or the column?
Management Reporter
• The answer is you can use either the row or column to calculate the
net change.
• In either case you’ll want to include data for your calculation, but
not print it on your report.
Management Reporter
• Here is an example created using a column definition:
Demo
• Cash Flow Statement
Management Reporter
• How do I manage groups of accounts I use over and over again in
numerous reports?
• Is there an easier way than opening every definition for
adjustments every time I add a new account?
Management Reporter
• Yes…you can use Dimension Value Sets
• It’s an excellent way to group together various accounts so you
only have to change the group once and all reports referencing
that group are updated.
• From any row definition, select: Edit > Manage Dimension Value
Sets
Management Reporter
Demo
• Dimension Value Sets
Management Reporter
• What about cleaning up my reports? Some of them are pretty ugly!
• How do I shade columns?
• How do I change the date format because I’m tired of seeing the
day of the week!?
• How to I include additional information for a branch of a tree?
• How do I know who has access to the data in the report?
Management Reporter
• To shade a column you simply need to highlight the desired column
in a column definition (same as in Excel).
• It will display the shading in the header row and the first row for
the column type in the definition, but display the shading in the
entire column when generated.
Management Reporter
Management Reporter
• The date format is based on the user’s date/time settings. When using
the Report Viewer, the user can modify the date format as follows:
• Right-click on the time/date on the desktop
• Select “Change date and time settings…”
• Click on “Change date and time …”
• Then select “Change calendar settings”
• Choose “MMMM d, yyyy”
• Now the “Long date” in Report Viewer will return only the
month, date, and year and not the day of the week
Management Reporter
• In preparation for this User Group we found the user’s date/time
settings did not affect the date format when using the Web Viewer.
For the Web Viewer, the date/time format used is based on the
user associated with the Process Service. Thus, if you’re only using
the Web Viewer you would only have one option for the date/time
format available – it would not be based on the individual user’s
preference.
Management Reporter
• To include additional text for a branch in the tree, enter the desired
text in the ‘Additional Text’ column for that branch (up to 10
additional columns).
Management Reporter
• When it comes to security in Management Reporter there are many
ways to lock down who has access to the data in your reports
• Security is based on users and groups in Active Directory
•
•
•
•
User types
Unit security
Report security
Report folder security
Demo
• Shade columns
• Date/time format
• Additional text for branch of reporting tree
• Securing your reports
Management Reporter
• Updates for Management Reporter are released quite often and
they include new features as well as fixes for any bugs identified.
• Here is an example of a release document identifying fixes for
CU10:
Management Reporter
• If you encounter a bug or would like to suggest a product
enhancements, where do you go?
• Besides us, you can also voice your opinion online.
• Link for how to enter and vote for MR suggestions:
• http://blogs.msdn.com/b/dynamics_financial_reporting/archive/2013/07/1
2/how-to-enter-and-vote-for-management-reporter-suggestions.aspx
• Link to Microsoft MR Enhancement Suggestions:
• https://connect.microsoft.com/dynamicssuggestions
Questions??
Slides are available from the following link:
http://www.prophet.ca/user-group-2014-presentations/
Password:
UserGroup2014