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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

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

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

Linking to Excel to Use Period Numbers in Calculations

November 6, 2008 By Jan Lenoir Harrigan CPA 3 Comments

Earlier this week, I wrote about how to divide headcount by the period number. This post can be found at How To Divide Headcount by the Period Number. In the realm of "there's more than one way to get downtown", today I'll revisit using the period number in calculations. Today's … [Read more...]

Filed Under: FRx Tagged With: Excel, Period Numbers

Read This Book if Charting with Excel and FRx

December 27, 2007 By Jan Lenoir Harrigan CPA Leave a Comment

Data by FRx, Charts by Excel I highly recommend Excel Charts by John Walkenbach. Excellent coverage on creating high-impact charts, in addition to warnings about what not to do. I already sort of knew charting, or at least I thought I did. But this book starts from the beginning … [Read more...]

Filed Under: FRx Tagged With: Excel

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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

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

My first manual—4 foundation reports:
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My second manual—12 more reports:
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My third (and hopefully last) manual—cashflow:
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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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