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Advanced Management Reporter Design Tips – Mastering Report Design Layouts and Complex Reporting Calculations

by Erin Chan Santos
January 20, 2014

If you have recently upgraded to Management Reporter from FRx or just started using Management Reporter, I have a few tips and tricks when you want to go beyond the basic report design options.

Management Reporter basic report design includes the use of row and column definitions to design basic report layouts, with the occasional use of a tree to filter and roll-up results utilizing the same row and column definitions. While these reporting functions will address 80 – 90% of your company's financial reporting needs, there are occasional reporting layouts and complex calculations that can have you stuck in front of your computer designing reports for days.

Below are a few key questions to help you decide when to use advanced report writing techniques in Management Reporter.

  • Does the layout of the report have consistent report logic throughout? – If there is not a consistent definition for all rows and columns for the entire report, then you will need to use the more advanced report writing techniques listed below.
  • Are there additional sources of information that need to be included in the report that do not exist within the Microsoft Dynamics GP General Ledger? – This includes statistical data, percentages for allocations, or a metric like number of days in a month or number of days in a year.

If the report you are trying to design falls into either of the scenarios listed above, then you will need to use one or both of the following advanced report writing techniques:

Between these two advanced concepts, Management Reporter can really extend past the GL to meet more of your financial reporting, including month-end, quarterly or year-end reports.

If you have any questions, don't hesitate to reach out. Armanino's Dynamics GP team can help you unlock the potential of these functions and extend your use of Management Reporter.

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