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

How to Copy/Paste into a Reporting Tree (and Live to Tell About It)

August 30, 2012 By Jan Lenoir Harrigan CPA 12 Comments

Use Excel to Create Reporting Trees in Management Reporter Finicky. Persnickety. Difficult. Sweet. All adjectives I've used to describe FRx reporting trees. Usually when trying to build a tree in Excel and copy paste into a tree. But the reporting trees in Management Reporter … [Read more...]

Filed Under: Management Reporter

Using Management Reporter 2012 with AX 2012

August 2, 2012 By Jan Lenoir Harrigan CPA 2 Comments

Heads Up on this important change Background—on July 31, 2012, the latest update for MR 2012 was released. It's called Management Reporter 2012 RU 2 (for rollup 2). This is the very last release for the 'regular' AX 2012 data provider. This is the data provider that allows MR … [Read more...]

Filed Under: Management Reporter Tagged With: AX 2012, Datamart, Management Reporter 2012

Management Reporter 2012 Rollup 2

August 1, 2012 By Jan Lenoir Harrigan CPA 3 Comments

A new release of Management Reporter 2012 hit the road yesterday and is available for download. The official name is Management Reporter 2012 Rollup 2 (aka RU2). The 2 biggest improvements in this release are support for SQL Server 2012 and updates to currency translation … [Read more...]

Filed Under: Management Reporter Tagged With: Management Reporter 2012

Upgrading to Management Reporter? How to Review FRx

July 25, 2012 By Jan Lenoir Harrigan CPA 8 Comments

How to Review FRx in Preparation for Migration to Management Reporter If you've decided to upgrade or migrate from FRx to Management Reporter, the first step is to review your existing FRx reports. Here's how to review and pare down your FRx reports to make the migration easier: … [Read more...]

Filed Under: FRx, Management Reporter Tagged With: Migration, Upgrade

Management Reporter’s “An Unknown Error Has Occurred”

July 24, 2012 By Jan Lenoir Harrigan CPA 10 Comments

One Fix for Management Reporter's Unknown Error Just a quick post today. I've seen the "An Unknown Error Has Occurred" message less frequently recently, but here's one I want to mention. Twice it has been due to content in the Header 1 row in a column definition Both times … [Read more...]

Filed Under: Management Reporter Tagged With: AX 2009, AX 2012, Management Reporter, Unknown Error

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

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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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