Management Reporter

Management Reporter is the Dynamics ERP application used for the creation, distribution and analysis of financial statements. Management Reporter empowers decision makers to provide real-time insights into organizational results allowing you to take action and align employee behavior with overall goals.

  • More flexibility in designing your financial reports
  • Additional opportunities to collaborate with co-workers, auditors and others during the report design, distribution and viewing process
  • An interactive report viewing experience to help you drive decisions from the report data that's delivered to you
  • Deeper interoperability with your Microsoft Dynamics ERP solution, including drilling back to the Microsoft Dynamics ERP data

Management Reporter Features

Report Design Flexibility

  • Quickly identify accounts/dimensions that have been omitted from report building blocks
  • Format headers for rolling forecasts
  • Easily save and reuse dimension combinations when designing reports
  • Control how dimension descriptions are formatted and displayed

Financial Report Collaboration

  • Usability enhancements to make Report Groups more discoverable with access from the navigation pane
  • Schedule reports to generate on a periodic basis
  • Publish to a read-only (.XPS) report format
  • Publish reports to multiple Microsoft SharePoint® or any network location
  • Publish a personalized Microsoft Excel® (.xlsx) file
  • Personalized and secured view of data for all output types
  • E-mail reports via SharePoint alerts
  • E-mail a link to a report from within the Report Viewer

Interactive Report Viewing

  • Quickly create a chart based upon selected report rows and columns
  • Locate key features in Report Viewer with an enhanced toolbar
  • Jump to key areas of the report for fast analysis
  • Find a key value in a report, such as an account value or description
  • Easily page within a report
  • Add comments to important rows in a report version
  • Copy comments from one version of a report to another
  • Collaborate on a report by providing a link to the current report and selected row when launching an instant messenger client from within a report

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