Join us for this session as we show you how to get more out of Management Reporter in GP. We’ll take you beyond the basics and demonstrate how to take your reporting to the next level by adding charts and graphs and demonstrating some of our favorite tips and tricks. As well, we will introduce the new features available with this most current release. Based on Dynamics GP but applies to all Dynamics products. Lisa Gorelow Kathie Bullock BDO Canada LLP BDO Connections 2016 | Breakout Session

1. Beyond the Basics: Take Your Reporting to the Next
Level!
Presented by:
Lisa Gorelow and Kathie Bullock

2. Agenda
Cumulative Updates
Report Wizard
Charts & Graphs
Ratios
Dimension Sets/Dimension Value Sets
Multicurrency
Report Groups & Report Scheduling
Departmental Report Security
Web Viewer

3. MR Cumulative
Updates
What’s new

4. MR 2012 CU15 Now Available
Include quality
enhancement & new
features
Web Viewer Enhancements
Drill down enhancements
Export to Excel
CU 14 released in
November 2015
Last supported
release on SQL 2008
R2
CU 15 released late
April 2016
Requires SQL Server
2012 or higher

5. Report Wizard

6. Report Wizard
 From the Tools Menu
 Build 5 different
financial reports quickly
 The reports are:
Balance Sheet
Income Statement –
Current & YTD
Income Statement –
Rolling Quarter
Income Statement –
Actual vs. Budget
Monthly Trial
Balance

7. Report Wizard… Continued

8. Charts & Graphs
Sales
1st Qtr 2nd Qtr
3rd Qtr 4th Qtr
0
5
10
15
1st Qtr 2nd
Qtr
3rd
Qtr
4th
Qtr
Revenue
Admin Other Salaries
0
1
2
3
4
5
6
1st Qtr 2nd Qtr 3rd Qtr 4th Qtr
Expenses
Admin Other Salaries

9. Charts &
Graphs
 Created in the Report
Viewer
 Chart Types:
 Bar Chart
 Column Chart
 Line Chart
 Pie Chart
 Area Chart

10. DEMO
Sales
1st Qtr 2nd Qtr
3rd Qtr 4th Qtr
0
5
10
15
1st Qtr 2nd
Qtr
3rd
Qtr
4th
Qtr
Revenue
Admin Other Salaries
0
1
2
3
4
5
6
1st Qtr 2nd Qtr 3rd Qtr 4th Qtr
Expenses
Admin Other Salaries

11. Charts & Graphs… Continued

13. Ratios
 Ratio
Calculations
can be done
in MR.
 Ratio sample
in Default
Row
Definitions
folder

14. Ratios… Continued

15. Dimension Sets &
Dimension Value Sets
Improving the efficiency of setting up new reports

16. Dimension Sets
Two types of Dimension
Sets:
 Dimension Sets – Able
to limit the accounts
segments in the
Dimensions window.
 Setup from Edit Menu
when Row Dimension is
opened or double click
on Column J in row
layout.

17. DEMO
Dimension Sets

18. Dimension Value Sets… Continued

19. Dimension Set Values
Reference same dimension on row,
column and/or tree definitions
Simplify the report building process
Update dimension sets all report are
updated that reference the set.
Add, subtract ranges in the set
Simplify look of a row definition
Centralizes the maintenance of
dimensions
Benefits:

20. DEMO
Dimension Value Sets

21. Dimension Value Sets…Continued

22. Change Baserow (CBR)
Adding percentage columns to reports

23. CBR and
X/Baserow
 This combination is used
in row and column
definition to generate %
calculations for a
percentage total.
 With CBR this code is
used to indicate the
start and possible end of
the calculation section.
 First CBR code
referenced the row that
is the denominator in
the % Calculation.
 Second CRB indicates
the end of the section to
be calculated

24. CBR… Continued

25. Currency Translations

26. Currency Translations
 MR can process
translations for account
with beginning balance
and non-beginning
balances.
 Assign the currency
translation type on the
account maintenance’s
currency window..
 Options types are:
Average
Current
Historical

27.  In GP check the
Multicurrency Setup
window to ensure
exchange tables are
assigned for translations
 Check that exchange table
for translation is updated
for the correct value.
 MR will use the exchange
rate for the period/fiscal
year selected when report
generated
 Nothing to be done on
your row layout
Exchange Rate Table
Currency Translations - Continued

28.  On the column layout
indicate the currency
to be reported in the
Currency Display row.
 Any YTD column will
use the rate for the
period/fiscal year
(example: it will not
use the values in
column N to column
Q.)
 Beg Bal are converted
at a different rate as
MR will use the rate
assigned in the Beg Bal
period.
Currency Translations… Continued

29. Example: US to CDN Translation

30. Report Groups & Report
Scheduling
Improving report generation efficiency

31. Report Groups
 Located under
Navigation Pane
 Ability to generate a
group at reports at the
same time.
 Security role of Designer
or Administrator.
 You can override the
location where the
report are generated to
in the Report Library.
 When generated this
only opens in the Web
Viewer.

32. Report Scheduling
 Scheduling reports can be:
 Daily
 Weekly
 Monthly
 Yearly
 Report schedule be for a
specific report or report
group.
 To create /modify/delete
must have role of
Designer/Administrator
 Only the creator or
administrator can
activate/inactivate a report
schedule.

33. Departmental Security
Securing reports for people and groups

34. Departmental Security
Steps:
1. Define tree
2. Setup library
3. Define library location on report

35. Tree Setup

36. Library Setup

37. Report Library Location

38. Departmental Security… Continued

39. Web Viewer

40. Web viewer
Tools/Options

41. Demo

42. Web Viewer

43. 1. Which Management Report Viewer allows you to create charts?
Report Viewer
2. Which of these scheduling options is not available: weekly, monthly, quarterly?
Quarterly
3. Which column on the reporting tree dimension can you set up Departmental Security?
Unit Security (Column L)
4. What are the options for currency translation on the account maintenance card?
Average, Current and Historical
5. In the Web Viewer are you able to print a report group?
No, you are able to download the report group and then print it.

44. • May 26 - General Ledger and Bank
Reconciliation
• June 16 – Accounts Receivable and
Collections
• July 21 – Accounts Payable
• August 11 – GP Workflow
• September 29 – SmartList Builder
• October 29 – Management Reporter
• November 30 – System and Navigation
• December 8 – Fixed Assets
• December 14 – Year End
See website for registration
details.
www.bdosolutions.com/events

46. Contact Info:
kbullock@bdo.ca
lgorelow@bdo.ca
Dynamicsgpsupport@bdo.ca
www.bdosolutions.com