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When NOT to Migrate to Management Reporter

Posted By Jan Harrigan CPA On Wednesday, April 28, 2010 @ 1:25 pm In Management Reporter | 3 Comments

This is a very quick list of circumstances in which you probably should not migrate (immediately) to Management Reporter:

  • If you rely heavily on email distribution
  • If you need to report on Forecaster data
  • If you export to Excel and really need the ‘Format as Excel Outline’ functionality
  • If you use FRx’s Currency Translation module
  • If you extensively use Effective Dates (often used for Quarter To Date reporting)
  • If you use lots of Row Linking
  • If you rely on WebPort

But know that things are changing very quickly and functionality is being added every day. So while the above list is true today, it may not hold true in just a few months.

Another thing to know—there may be workarounds for the above list, especially for email distribution, Excel outline, quarter to date reporting, and row linking. (Even for WebPort; wouldn’t that be fun to ditch?) Anyway, there may be some creative solutions.

There may be other factors to consider too, and each situation should be considered on a case by case basis, but barring any big barriers I’d sure be tempted to go for it.


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Copyright © 2010 Jan Harrigan CPA. All rights reserved. Contact: jlh@jharrigan.com