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How to Calculate an Average in Management Reporter

January 9, 2012 By Jan Lenoir Harrigan CPA 18 Comments

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—Step by Step Instructions on a Dozen More Reports (due out later this … [Read more...]

Filed Under: Management Reporter Tagged With: Average

Management Reporter—Top 12 Reports for Monthly Close

December 21, 2011 By Jan Lenoir Harrigan CPA 1 Comment

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—Step by Step Instructions on a … [Read more...]

Filed Under: Management Reporter Tagged With: Sample Reports

Using FRx or Management Reporter for Nonprofit Financials

July 5, 2011 By Jan Lenoir Harrigan CPA 8 Comments

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 … [Read more...]

Filed Under: FRx, Management Reporter Tagged With: Management Reporter, Nonprofits, Report Design

How To Create a Pivot Table from an FRx or MR Report

June 13, 2011 By Jan Lenoir Harrigan CPA 2 Comments

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 … [Read more...]

Filed Under: FRx, Management Reporter Tagged With: Excel

Management Reporter v1 for Epicor News

June 10, 2011 By Jan Lenoir Harrigan CPA Leave a Comment

Word has it that Epicor will no longer support Management Reporter for Epicor E9. Stay tuned for more details. … [Read more...]

Filed Under: Management Reporter Tagged With: FRx Replacement, Management Reporter

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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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