Microsoft Dynamics Management Reporter

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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

Taking Your Financial Reportsto the Next Level with Management Reporter

David MitzelTami Johnson

Page 2: Microsoft Dynamics Management Reporter

• Introduction• Report Creation 101• Advanced Topics• Q&A

Agenda

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• Create new Income Statement• Insert GL accounts and descriptions – no

typing• Create column format• Create report tree• Trouble shoot report errors

Report Creation 101

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Advanced Topics

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Forecast Report

Base Period

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Forecast Column Definition

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• Print Control- Actual = - Budget =

• Header Format - Actual =

- Budget =

Forecast Column Definition

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Cash Flow

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Cash Flow Column

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Cash Flow

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Consolidation

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Consolidation – Excel Data

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Consolidation – Report Definition

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Consolidation - Tree

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Consolidation - Row

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• Q&A• CPE

David Mitzel – [email protected] Johnson – [email protected]

Thank You!

mailto:[email protected]
mailto:[email protected]

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