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One of the significant enhancements to Management Reporter is support for a multi-tiered architecture. In Management Reporter, the client, server, and database can all reside on separate physical machines. The Management Reporter server is comprised of two components: the application service and the process service. The application service handles authentication and access to data within Management Reporter, whereas the process service generates reports which are created and queued by the Management Reporter clients.
The following post will provide a walkthrough of installing and configuring the Management Reporter server. With my configuration, I ended up with 12 steps total. Depending on the options selected during install, you may have more or less.
Step 1 License Terms
Pretty straightforward here....you must agree to the license terms.
Step 2 Customize Installation
You can select to install just the application service, just the process service, or both services simultaneously. If the application service is selected, you will also…
Many organizations need to prepare financial statements that report on multiple companies in a consolidated format. Management Reporter can help a company consolidate their data across one Microsoft Dynamics ERP, multiple Microsoft Dynamics ERPs, or across ERPs. Consolidations can also occur at different levels, based on a company’s needs. This series of blogs will help you determine which consolidation options in Management Reporter are right for your business and provide you with information on how to create consolidated financial statements on consolidating data in Management Reporter.
- Part 1 contains an overview of consolidating data across one or multiple Dynamics ERPs with the same chart of accounts and same fiscal periods.
- Part 2 describes consolidating across one or multiple Dynamics ERPs with different chart of accounts.
- Part 3 defines the process for consolidation across one or multiple Dynamics ERPs with different fiscal periods.
- Part 4 is focused on reporting with multiple Dynamics AX 2009 instances (AOS) and/or if currency translation and eliminations are required.
- Part 5 will show you…
http://msdynamicsgp.blogspot.com/2012/01/creating-consolidated-financial.html
http://blogs.msdn.com/b/dynamicscpm/archive/2012/01/05/creating-consolidated-financial-statements-using-management-reporter-consolidating-data-across-one-or-multiple-dynamics-erps-with-different-fiscal-periods-part-3-of-7.aspx
http://blogs.msdn.com/b/dynamicscpm/archive/2012/01/06/creating-consolidated-financial-statements-using-management-reporter-consolidating-with-multiple-dynamics-ax-2009-instances-aos-and-or-if-currency-translation-and-eliminations-are-required-part-4-of-7
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http://blogs.msdn.com/b/dynamicscpm/archive/2012/01/09/creating-consolidated-financial-statements-using-management-reporter-consolidating-with-data-in-a-non-dynamics-erp-part-5-of-7.aspx
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http://www.jivtesh.com/2012/01/management-reporter-for-dynamics-gp.html
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http://blogs.msdn.com/b/dynamicscpm/archive/2012/01/06/creating-consolidated-financial-statements-using-management-reporter-consolidating-with-multiple-dynamics-ax-2009-instances-aos-and-or-if-currency-translation-and-eliminations-are-required-part-4-of-7
http://blogs.msdn.com/b/dynamicscpm/archive/2012/01/06/creating-consolidated-financial-statements-using-management-reporter-consolidating-with-multiple-dynamics-ax-2009-instances-aos-and-or-if-currency-translation-and-eliminations-are-required-part-4-of-7
http://blogs.msdn.com/b/dynamicscpm/archive/2012/01/06/creating-consolidated-financial-statements-using-management-reporter-consolidating-with-multiple-dynamics-ax-2009-instances-aos-and-or-if-currency-translation-and-eliminations-are-required-part-4-of-7
http://blogs.msdn.com/b/dynamicscpm/archive/2012/01/06/creating-consolidated-financial-statements-using-management-reporter-consolidating-with-multiple-dynamics-ax-2009-instances-aos-and-or-if-currency-translation-and-eliminations-are-required-part-4-of-7
http://blogs.msdn.com/b/dynamicscpm/archive/2012/01/06/creating-consolidated-financial-statements-using-management-reporter-consolidating-with-multiple-dynamics-ax-2009-instances-aos-and-or-if-currency-translation-and-eliminations-are-required-part-4-of-7
http://blogs.msdn.com/b/dynamicscpm/archive/2012/01/06/creating-consolidated-financial-statements-using-management-reporter-consolidating-with-multiple-dynamics-ax-2009-instances-aos-and-or-if-currency-translation-and-eliminations-are-required-part-4-of-7
http://blogs.msdn.com/b/dynamicscpm/archive/2012/10/09/management-reporter-and-dynamics-ax-currency-translation.aspx
http://blogs.msdn.com/b/dynamicscpm/archive/2012/12/11/consolidations-and-currency-translation-in-management-reporter.aspx
When logging in to a company in Management Reporter, you have the option to save your login credentials. These credentials are then used each time you launch Management Reporter instead of having to enter a username and password. …
Did you know that demo reports are available for Management Reporter? These demo reports have been developed specifically for each Microsoft Dynamics ERP.
This means that you can use these reports to:
1. Provide demonstrations with existing sample companies
2. Get ideas and samples for more difficult types of reports, such as a…
Welcome to week number two covering new features in Management Reporter! This week I’m going to cover the Report Library. The Report Library is an integral part of the Management Reporter Report Viewer. The Report Library allows you to group financial reports and supporting documents into folders for easy organization and navigation. ?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" /
Folders
As with Report Designer, the Report Library allows you to create folders to group your financial reports and supporting documents. A folder called “Public” is created for you during the install. You…
Now that Management Reporter has released with Microsoft Dynamics GP 2010, what’s next? During Convergence 2010 in Atlanta, we presented the roadmap for Corporate Performance Management. As a product team, we are not only focused on financial reporting, but budgeting, planning, forecasting and consolidations as well. This roadmap represents a staged approach to achieving our vision of a Microsoft Dynamics corporate performance management solution.
I've been getting a lot of questions lately about when Management Reporter is going to work with AA. The answer is NOW! When Management Reporter released back in May with GP 2010, AA functionality was included.
You might be asking yourself what AA is and how it can benefit your company. AA is the acronym for Analytical Accounting. AA is offered as an additional module with Dynamics GP. It provides the ability to extend General Ledger tracking and reporting capabilities, but without adding complexity to your GL. (Woo hoo!) AA allows you to define an unlimited number of dimensions and codes, and also allows the end user to define the…
Account Categories are groupings of General Ledger accounts that are typically reported on together. Account Categories were available in FRx, and also are available in Management Reporter. However, they have changed for the better!
If you were new to designing reports in FRx would you know what C:/19 means? Anyone? It could mean for this row use the Sales category defined in GP, but a new user to designing reports wouldn’t know that (Heck, I didn’t! I had to ask!) . No worries if you didn’t either, because in Management Reporter, that’s not how categories are defined. There are a two different ways that categories can be used when designing your reports.
First, when defining your GP company you can have them included as one of your dimensions. Management…
Now that Convergence 2010 is over, time to get back to feature of the week! I hope those of you that had the opportunity to attend Convergence this year had a great time and learned a bunch! I know that I did!?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" /
In this post, I’d like to focus a bit on viewing reports in the Report Viewer, as well as, talk about the great flexibility Management Reporter offers using dimensions.
Viewing reports
In my last post, I focused on the Report Library piece of the Report Viewer. This time, I’d like to focus on the Report Data (viewing reports) piece of the Report Viewer.
The Report Data tab in the Report Viewer is where generated reports are viewed.
The report below was generated with a reporting tree. Notice that the tree is displayed in the left pane of the report. You can click through each of the units using reporting tree, or double click on rows of data to drill down to each reporting unit.
You can also zoom out to see the entire report or zoom in using the…
As much as we wish it wasn’t so, troubleshooting is a part of using software. As a result, many of us rely on knowledge bases and the online communities to help us get through issues.
Knowledge base articles are a result of support calls received by the Management Reporter support team. And thanks to the support folks, we’ve been able to pull together the top ten most viewed Management Reporter knowledge base articles to help make troubleshooting easier.
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