I’ve just finished writing Creating Reports in Management Reporter II. It’s a followup to the first in the series and covers 12 more reports and at least 20 tips, tricks & techniques.
Cheers—I’m celebrating! Jan
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Management Reporter
Management Reporter makes it easy to calculate a period average.
Hey I haven’t posted in a while because I’ve been really busy writing my next training guide, Creating Reports in Management Reporter II (due out later this week). This post is one of the 20 items from Chapter 15—Top 20 Tips Tricks & Techniques. Here’s a preview of one of the new features I really love.
Use the new Periods function to calculate an average in the column definition
- Use the new ‘Periods’ to divide by the number of periods to calculate an average.
- This column must have something in the Period cell so that ‘Periods’ will know what number to use. I’m using Base here to tell MR to use the Report Definition period.
This new functionality makes calculating averages so much easier than in FRx.
Results
The above column gives these results. Simple.
BTW, this technique works exceptionally well on a Trend column (January through December—exactly like the one in Chapter 2).
Cheers—Jan
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Dec.
21
2011
Management Reporter—Top 12 Reports for Monthly Close
This is a PDF of 12 of the reports I see used most often for month-end close, whether for pre-close analysis or for final presentation to the board.
I’m featuring these 12 in my latest training manual Creating Reports in Management Reporter II. In it, I take you step by step through how to create these 12 financials in MR.
I haven’t quite finished the manual yet but I’m shooting for early January, 2012.
Meanwhile, here are the 12 reports!
12 Management Reporter Financial Reports
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I’ve done a lot of work for nonprofits over the last couple of years, and I’ve come to one conclusion—they’re all different! Just like for-profit companies, they each have their own idiosyncracies and their own reporting requirements. What a surprise, huh.
But there are some things that you’ll see in many nonprofits, and that’s what today’s post is all about. I’ve put together 4 examples, although each example other than the first will also apply to for-profit companies.
One other thing—I’ve used FRx for these examples, but the same things hold true for Management Reporter. The syntax will be a little different in some areas, and since MR is dimension-based, there could be some significant changes there. But the principles remain the same.
So come on along; I’m going to be brief for a change. [click to continue…]
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Jun.
13
2011
How To Create a Pivot Table from an FRx or MR Report
A Pivot Table is an extremely powerful feature in Excel, one that is probably underutilized in many companies. It’s just so cool to be able to move ’tiles’ around and analyze your data a jillion different ways. Even though pivot tables can be sort of intimidating, they’re not hard, and today I’m going to walk you through how to take an unassuming FRx or Management Reporter report and turn it into a powerful pivot table.
Unlike most posts, I’m not going to take you through every single step. Instead, I’m going to hit the main things I’ve learned that will shortcut your experience and hopefully shortcircuit frustration.
So here’s the unassuming FRx or Management Reporter report:
These are year to date numbers for the P&L only for this year, last year, and 2 years ago. You can drill down on these numbers.
Believe it or not, I’ll turn the FRx or MR summary report into a pivot that looks like this:
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Jun.
10
2011
Management Reporter v1 for Epicor News
Word has it that Epicor will no longer support Management Reporter for Epicor E9. Stay tuned for more details.
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Well OK—Convergence was back in April and now it’s June! Sorry—no excuses! So without further delay, here are some of the main discussion points around FRx and Management Reporter.
BTW, some discussion was official, some not so official. {smile}
Migration from FRx to Management Reporter
- Download and print the migration documentation. There’s a lot of (nitpicky) preparation to do BEFORE migrating, and this document spells it all out. Don’t skip this part.
- The migration document is KB 2425087.
- Tip: Migration clears the MR database, so if you’ve been playing around and have existing reports you want to keep, you should export them first.
- One last note, there were plenty of migration fixes in FP1 and SP1. Don’t go there without them. [click to continue…]
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This is an excerpt from my new training manual Creating Reports in Management Reporter. Be careful when rounding a balance sheet!
Background—earlier in this chapter, I had rounded a balance sheet to whole dollars (in the report definition on the Settings tab). As you know, that often throws the balance sheet out of balance by a dollar or two. Fixing that is what Lesson 6 is about. Here’s the excerpt:
Chapter 3 Lesson 6 Rounding Adjustments on a Balance Sheet
Rounding to whole dollars will often throw the balance sheet off by a dollar. Here’s how to create a rounding adjustment—and what to watch out for.
From the BS report definition, open the row definition:
1. Click the Open Row Definition icon—this will open the row that’s used by the BS report definition [click to continue…]
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I’ve just finished writing Creating Reports in Management Reporter. It’s a downloadable self-study tutorial, so you can begin learning immediately. For more information and cost, see Management Reporter Training Manual: It’s Out.
Cheers—I’m off to celebrate! Jan
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Here’s the most recent Microsoft announcement about the availability of Management Reporter for its 4 Dynamics ERPs—GP, AX, SL and NAV:
- Management Reporter for Microsoft Dynamics GP 2011 – Available now
- Management Reporter for Microsoft Dynamics AX 2009 – Available April 01, 2011
- Management Reporter for Microsoft Dynamics SL 2011 – Available with Microsoft Dynamics SL 2011 during Q2 of calendar year 2011
- Management Reporter for Microsoft Dynamics NAV – Available in the second half of calendar year 2011
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