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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

How To Fix a Stuck Report in Management Reporter

November 6, 2012 By Jan Lenoir Harrigan CPA 11 Comments

What To Do When a Report Gets Queued Up But Won't Generate I used to see this fairly often, but thankfully not so much anymore with the advent of Management Reporter 2012. The report you generate hits the queue, but the status doesn't change from 'Queued'. It just sort of … [Read more...]

Filed Under: Management Reporter Tagged With: Management Reporter, Queued

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

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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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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