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

Use a Hidden Setting to Sort Drilldowns by Account

July 17, 2012 By Jan Lenoir Harrigan CPA 17 Comments

Sorting in Management Reporter 2012 Here's sort of a hidden setting that I think almost everyone should know about. It impacts how your accounts sort when you drill down. I've drilled down on Operating Expense Notice these accounts are sorting by segment 1 … [Read more...]

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

How to Give Feedback to Microsoft about Management Reporter

May 4, 2012 By Jan Lenoir Harrigan CPA 2 Comments

My friend Mark Polino, GP guru and MVP, has a new post out about the Microsoft Connect site. He's going to start highlighting and linking to one important Connect suggestion each week. Thank you Mark! So here's the deal—the Management Reporter team reviews the Connect site … [Read more...]

Filed Under: Management Reporter Tagged With: Connect

What’s New in Management Reporter 2012

April 3, 2012 By Jan Lenoir Harrigan CPA 19 Comments

Management Reporter 2012 has just been released. Here's the latest scoop from Convergence in Houston a couple weeks ago. Off the bat, here are the ERPs it works with: AX2012, AX2009, GP2010, SL2011, and NAV2009. One of the biggest changes involves this formatting of account … [Read more...]

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

Using MR Dimension Value Sets

March 15, 2012 By Jan Lenoir Harrigan CPA 21 Comments

(Update—there's been a terminology change since I wrote this! I originally wrote about Dimension Sets, but in MR 2012, Dimension Sets are now called Dimension Value Sets. And just to make things tougher, Dimension Sets now refer to something completely different. Gotta love it. … [Read more...]

Filed Under: Management Reporter Tagged With: Dimension Value Sets, Management Reporter, Report Design

Using Management Reporter with AX

March 15, 2012 By Jan Lenoir Harrigan CPA 46 Comments

Using Management Reporter with Dynamics AX? Or maybe thinking about it? This is a quick post on a few things you might want to know. Much of this information depends on what version of AX you're running. That's always my first question when talking to a Management Reporter … [Read more...]

Filed Under: Management Reporter Tagged With: Attributes, AX, AX 2012, Datamart, Drilldown, Management Reporter, Transaction Detail

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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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