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Transcript of Management Reporter Ian Richardson CGA Cale Tanguay CGA.
Management Reporter
Ian Richardson CGA
Cale Tanguay CGA
• 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.
Management Reporter
• 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
Demo
• 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
Management Reporter
• Show auto-text for calculated columns
Demo
• 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
Management Reporter
• Show headers and footers in Normal View when exported to Excel• Show row-based totals as formulas in Excel
Demo
• 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.
Management Reporter
• Show account detail without combined accounts and categories• Show how to create a side-by-side report
Demo
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??
• Use print controls in your column definition:
• P <= B - Print only if period is less than or equal to Base period• P > B - Print only if period is greater than Base
period
Management Reporter
Management Reporter
Management Reporter
• Income Statement with Forecast• How to use freeze function
Demo
• 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:
Management Reporter
• Cash Flow Statement
Demo
• 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
Management Reporter
• Dimension Value Sets
Demo
• 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 themonth, 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
Management Reporter
• Shade columns• Date/time format• Additional text for branch of reporting tree• Securing your reports
Demo
• 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/a
rchive/2013/07/12/how-to-enter-and-vote-for-management-reporter-suggestions.aspx
• Link to Microsoft MR Enhancement Suggestions:• https://connect.microsoft.com/dynamicssuggestions
Management Reporter
Questions??Slides are available from the following link:
http://www.prophet.ca/user-group-2014-presentations/
Password: UserGroup2014