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You are here: Home / Archives for Jan Lenoir Harrigan CPA

Top 12 Management Reporter Tips and Tricks

June 25, 2013 By Jan Lenoir Harrigan CPA 75 Comments

These are some of the most important things to know about Management Reporter You really don't need to know everything about MR to create effective reports. Here I've pared it down to the ones I think are most important to know when just starting out. The version as I write … [Read more...]

Filed Under: Management Reporter Tagged With: Management Reporter, Tips & Tricks

Cleaning Up After a Move to Management Reporter

June 20, 2013 By Jan Lenoir Harrigan CPA 4 Comments

Thoughts after spending the week moving I've been moving! Hubby and I ditched the huge house. A real opportunity to clean house, straighten, organize, get rid of all the crap that's accumulated. Here's my Mini with the top down, loaded to the brim with stuff the movers … [Read more...]

Filed Under: Management Reporter Tagged With: Migration, Organizing

Waiting for View Subtotals? Here’s how to create a Pivot from Management Reporter

May 9, 2013 By Jan Lenoir Harrigan CPA 9 Comments

Looking for Subtotals in MR? Me too. While we're waiting, here's how to create a pivot in Excel that's a lot more work, but a half decent substitute. Here's a visual on what Subtotals give you Currently when you drill down in Management Reporter, you get a list showing … [Read more...]

Filed Under: Management Reporter Tagged With: Excel, Pivot, View Subtotals

BEER and View Subtotals

April 23, 2013 By Jan Lenoir Harrigan CPA 13 Comments

BEER. Now that I have your attention... It's KILLING me that the FRx feature View Subtotals continues to go missing from Management Reporter. This is such an important feature, not only for analysis but also for fixing out of balance reports. It will make your Management … [Read more...]

Filed Under: Management Reporter Tagged With: Connect, View Subtotals, Vote

How to List Your MR Report Definitions in Excel

April 18, 2013 By Jan Lenoir Harrigan CPA 7 Comments

I got this question from my friend and fellow MR consultant recently "Is there a way in Management Reporter to print a list of report definitions or download to excel or copy/paste to excel?  I could create an SRS report, but I haven’t looked at the SQL tables yet." Bottom … [Read more...]

Filed Under: Management Reporter Tagged With: Excel

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"I'll teach you the simplest & fastest way to use M-R and still wind up with accurate reports."

Search—try this 1st!

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About

Hey! I'm a CPA and I specialize in Management Reporter and FRx. [Sometimes with a side of snark.] I've been doing this for 22 years (yikes). But when I'm not working I can be found reveling in live music & pizza trailers at home in Austin Texas! —Jan Lenoir Harrigan More

Learn Management Reporter

Why fight with Microsoft's manual? Life is too short as it is.

My first manual—4 foundation reports:
covers-i-2d
My second manual—12 more reports:
covers-ii-2d
My third (and hopefully last) manual—cashflow:
covers-iii-2d

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All Hat, No Cattle?

Watch out—a few unscrupulous consultants are lifting copyrighted original content from several sites, this one included, and passing it off as their own. I'm hacked off and I don't mind naming names. Bottom line—be very careful about whom you hire!

"If you think it's expensive to hire a professional to do the job, wait until you hire an amateur."
—Red Adair

Who I Work With

I work with zillions of companies who run Dynamics GP, AX and SL.

And lots of other consultants.

So I work with accountants who need accurate financials to help close the books. Not to mention present to the Board.

I don't sell or install MR. [How smart am I?]

FRx is Toast

FRx is toast—and I hope you're getting rid of it soon—but just in case someone still needs to learn it:

  • FRx in 8 Hours—Introduction 
  • FRx in 8 Hours—Intermediate

BTW, if you're on Dynamics, you can migrate to MR, but you should know there are other options. Choose what's best for you.

New to MR?

Here are 3 essentials to know before you start.

Background—back in the day, FRx was a famous midmarket report writer from a small agile company in Colorado. Then it got acquired. [Sigh]

Now it's owned by Microsoft. They rewrote it and rebranded it Management Reporter.

The two are very much alike and much of the FRx content here also applies to MR.

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