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Management Reporter for Microsoft Dynamics ERP

Management Reporter for Microsoft Dynamics ERP is an interactive reporting application that financial and business professionals can use to create, maintain, deploy, and view financial statements. It moves beyond traditional reporting constraints to help you design a variety of reports efficiently. Communication is stream-lined with the use of interactive notes and instant messaging.

Management Reporter includes dimension support, which means that account segments or dimensions are immediately available. There is no need for additional tools or configuration.

For more information about Management Reporter and your Microsoft Dynamics ERP system, such as news, training, downloads, updates, demos, and additional documentation, go to CustomerSource.

The following topics are included in this section:

The following components of Management Reporter provide ease of use to create, view, and schedule reports.

Management Reporter component

Functions

For more information

Report Designer

Used to create report building blocks that are combined to define and generate a report. The report wizard guides less experienced users through the design process. Advanced users can create new report building blocks or modify existing building blocks to meet their needs.

Create and manage report components

Desktop Viewer

Used to organize and view reports and supporting files. It also stores the report library.

Desktop Viewer

Web Viewer

Displays Management Reporter reports in a web browser. The Web Viewer does not require an installation of Management Reporter server components.

Web Viewer

Report schedules

A user can schedule a single report or a group of reports to generate regularly.

“Schedule report generation” section in Generate a report

Management Reporter database

This SQL database stores the components, known as building blocks, which are used to generate reports. It also stores report definitions and previously generated reports.

Create and manage report components

Application service

Controls access to the data provider and provides connectivity to clients.

Configure the server connection

Process service

Generates the reports that are created and queued by the Management Reporter client.

The following illustration shows how Management Reporter fits into the flow of your financial information.

Overview flowchart

Management Reporter 2012 contains the following features to help you create, view, and interact with reports.

Feature

Description

Report design flexibility

Report Designer features the following reporting options when you design a report:

  • Save dimension combinations, and reuse the dimension for multiple reports.

  • Control how dimension descriptions are formatted and displayed.

  • Identify accounts or dimensions that have been omitted from report building blocks. For more information, see the “Missing account analysis feature” section in Generate a report.

  • Format headers for rolling forecasts. For more information, see Create a conditional spanning header.

Financial report collaboration

The following features help you manage the generation and distribution of reports:

Interactive report viewing

Interactive features let you perform the following actions:

  • Create a chart based on selected report rows and columns.

  • Locate key features in Report Designer with enhanced toolbar options.

  • Jump to key areas of the report for analysis.

  • Find a specific page in a report.

  • Add comments to rows in a report version.

  • Copy comments from one version of a report to another version.

  • Initiate an instant message exchange with coworkers using Microsoft Lync 2010 SDK while you are viewing the report.

  • View or share reports in a web browser. For more information, see Web Viewer.

For more information, see the “Interactive components and navigation features” section in Desktop Viewer interface.

Integrate with Microsoft Dynamics ERP systems

Integrate data between a Microsoft Dynamics ERP system and Management Reporter to create reports. You can view and work with information from Microsoft Dynamics AX in financial reports from Management Reporter without affecting the original data in the Microsoft Dynamics ERP system.

The following features are available for integrations:

  • While you view a report, you can view the source information and transaction detail in the Microsoft Dynamics ERP system. For more information, and for ERP compatibility, see Drill to Dynamics.

  • Display or filter on properties of dimensions and transactions to design more precise financial reports. For more information, see the “Financial Dimensions column” section in Specify a column type in a column definition.

  • Import company information from a Microsoft Dynamics ERP system into Management Reporter.

For more information about integration options and reporting features for a Microsoft Dynamics ERP system, see the data integration guide for your Microsoft Dynamics ERP.

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