Microsoft Dynamics Management Reporter
16
Taking Your Financial Reports to the Next Level with Management Reporter David Mitzel Tami Johnson
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www.socius1.com/gp2013 - See how to take your Financial Reports to the Next Level with Management Reporter for Microsoft Dynamics.
Transcript of Microsoft Dynamics Management Reporter
![Page 1: Microsoft Dynamics Management Reporter](https://reader034.fdocuments.in/reader034/viewer/2022051514/5488f58db4795984178b53f9/html5/thumbnails/1.jpg)
Taking Your Financial Reportsto the Next Level with Management Reporter
David MitzelTami Johnson
![Page 2: Microsoft Dynamics Management Reporter](https://reader034.fdocuments.in/reader034/viewer/2022051514/5488f58db4795984178b53f9/html5/thumbnails/2.jpg)
• Introduction• Report Creation 101• Advanced Topics• Q&A
Agenda
![Page 3: Microsoft Dynamics Management Reporter](https://reader034.fdocuments.in/reader034/viewer/2022051514/5488f58db4795984178b53f9/html5/thumbnails/3.jpg)
• Create new Income Statement• Insert GL accounts and descriptions – no
typing• Create column format• Create report tree• Trouble shoot report errors
Report Creation 101
![Page 4: Microsoft Dynamics Management Reporter](https://reader034.fdocuments.in/reader034/viewer/2022051514/5488f58db4795984178b53f9/html5/thumbnails/4.jpg)
Advanced Topics
![Page 5: Microsoft Dynamics Management Reporter](https://reader034.fdocuments.in/reader034/viewer/2022051514/5488f58db4795984178b53f9/html5/thumbnails/5.jpg)
Forecast Report
Base Period
![Page 6: Microsoft Dynamics Management Reporter](https://reader034.fdocuments.in/reader034/viewer/2022051514/5488f58db4795984178b53f9/html5/thumbnails/6.jpg)
Forecast Column Definition
![Page 7: Microsoft Dynamics Management Reporter](https://reader034.fdocuments.in/reader034/viewer/2022051514/5488f58db4795984178b53f9/html5/thumbnails/7.jpg)
• Print Control- Actual = - Budget =
• Header Format - Actual =
- Budget =
Forecast Column Definition
![Page 8: Microsoft Dynamics Management Reporter](https://reader034.fdocuments.in/reader034/viewer/2022051514/5488f58db4795984178b53f9/html5/thumbnails/8.jpg)
Cash Flow
![Page 9: Microsoft Dynamics Management Reporter](https://reader034.fdocuments.in/reader034/viewer/2022051514/5488f58db4795984178b53f9/html5/thumbnails/9.jpg)
Cash Flow Column
![Page 10: Microsoft Dynamics Management Reporter](https://reader034.fdocuments.in/reader034/viewer/2022051514/5488f58db4795984178b53f9/html5/thumbnails/10.jpg)
Cash Flow
![Page 11: Microsoft Dynamics Management Reporter](https://reader034.fdocuments.in/reader034/viewer/2022051514/5488f58db4795984178b53f9/html5/thumbnails/11.jpg)
Consolidation
![Page 12: Microsoft Dynamics Management Reporter](https://reader034.fdocuments.in/reader034/viewer/2022051514/5488f58db4795984178b53f9/html5/thumbnails/12.jpg)
Consolidation – Excel Data
![Page 13: Microsoft Dynamics Management Reporter](https://reader034.fdocuments.in/reader034/viewer/2022051514/5488f58db4795984178b53f9/html5/thumbnails/13.jpg)
Consolidation – Report Definition
![Page 14: Microsoft Dynamics Management Reporter](https://reader034.fdocuments.in/reader034/viewer/2022051514/5488f58db4795984178b53f9/html5/thumbnails/14.jpg)
Consolidation - Tree
![Page 15: Microsoft Dynamics Management Reporter](https://reader034.fdocuments.in/reader034/viewer/2022051514/5488f58db4795984178b53f9/html5/thumbnails/15.jpg)
Consolidation - Row