To Receive CPE Credit

Transcription

1 Management Reporter 2012 What's New April 25, 2013 Charles Allen Managing Consultant BKD Technologies To Receive CPE Credit Participate in entire webinar Answer polls when they are provided If viewing this webinar in a group o Complete group attendance form with Title & date of live webinar Your company name Your printed name, signature & address o All group attendance sheets must be submitted to training@bkd.com within 24 hours of live webinar If all eligibility requirements are met, each participant will be ed their CPE certificates within 15 business days of live webinar 2 1

2 Introduction Charles Allen Managing consultant More than 23 years of experience Microsoft MVP & MCP 3 Learning Objectives Upon completion of this webinar, participants will be able to Discuss the purpose and benefits of Data Mart Explain how to publish reports to SharePoint Identify the features available with RU4 for Management Reporter 4 2

3 Agenda Introduction Overview of Management Reporter 2012 Data Mart Data Provider Quick Links in Report Viewer Entering Comments on a Report Publishing Reports to SharePoint Q&A 5 Version Information for Using MR GP 2010/2013 o MR v2.0 ( or higher) o MR 2012 ( or higher) GP 10 o Not supported 6 3

4 Overview of Management Reporter 2012 Released in March 2012 Report design flexibility Financial report collaboration Interactive Report Viewer Deeper ERP integration 7 Report Design Flexibility Quickly identify accounts/dimensions that have been omitted from report building blocks Format headers for rolling forecasts Easily save & reuse dimension combinations when designing reports Control how dimension descriptions are formatted & displayed 8 4

5 Financial Report Collaboration Usability enhancements to make report groups more discoverable by providing access from navigation pane Schedule reports to generate on periodic basis Publish to read-only (.XPS) report format Publish reports to multiple Microsoft SharePoint or any network location 9 Financial Report Collaboration Publish personalized Microsoft Excel (.xlsx) file Personalized & secured view of data for all output types reports via SharePoint alerts link to report from within Report Viewer 10 5

6 Interactive Report Viewing Quickly create chart based upon selected report rows & columns Locate key features in Report Viewer with enhanced toolbar Jump to key areas of report for fast analysis Find key value in report, such as account value or description 11 Interactive Report Viewing Easily page within report Attach comments to important rows in report version Copy comments from one version of report to another Collaborate on report by providing link to current report & selected row when launching instant messenger client from within report 12 6

7 Deeper Dynamics ERP integration Drill from account & budget balances on report to related information in Microsoft Dynamics ERP Display or filter on properties of dimensions & transactions to design more precise financial reports Automatically integrate company information from your Microsoft Dynamics ERP Features for non-gp users 13 Data Mart New feature for GP with RU4 update Selected during configuration of MR Provides custom database for storing data Increases reporting performance Uses schedule to trickle data from GP Provides ability to include Analytical Accounting data in single reporting company 14 7

8 Data Mart Demonstration 15 Quick Links 16 8

9 Using Quick Links in Report Viewer An automatic set of links are created to sections of report when it is generated Provides users ability to navigate report 17 Quick Links Demonstration 18 9

10 Report Collaboration 19 Report Collaboration Provides users ability to share comments about report results Cuts down messages & out-of-date messages Enter at Financial, Account & Transaction Detail levels Comments can be copied between versions Comments can be printed & exported 20 10

11 Comments Demonstration 21 Publishing Reports to SharePoint 22 11

12 SharePoint Versions supported o SharePoint 2010 Foundation o Microsoft Office SharePoint Server 2007 o Windows SharePoint Services Benefits of Publishing to SharePoint Provide centralized location for reports of various types Take advantage of existing SharePoint deployment 24 12

13 SharePoint Demonstration 25 Roll Up 5 Released April 22 nd Offers additional functionality o o o o o o Collapse detailed report into a summary report Default report link location Set the default report viewer to the web viewer Transaction detail now stored in the Data Mart Drill down to Dynamics GP data mart Numerous product quality enhancements 26 13

14 27 Business Intelligence (BI) Assessment In an effort to help our clients achieve better reporting capabilities, BKD Technologies is offering a full-day BI strategy assessment to your organization We plan to o Come to your office o Review existing BI capabilities & needs o Document gaps/draft BI assessment o Recommend potential options for filling gaps 28 14

15 Introducing Training Options from BKD BKD wants to help support your GP solution by offering training opportunities for your organization Training alternatives will include classroom training in Kansas City area as well as web-based training Look for these courses coming in 2013 o Business Intelligence for Microsoft Dynamics GP o Report Design in Management Reporter 2.0 o FRx 6.7 Report Design Essentials 1, FRx 6.7 Report Design Essentials 2 o Report Writer 29 BKD Technologies Support Center Microsoft Dynamics GP toll free GPsupport@bkd.com Monday - Friday 8 a.m. - 5 p.m. Central time 30 15

16 Stay Connected dynamicsgpinsights.com Follow us on Twitter Join us on LinkedIn At Dynamics GP Insights you can read articles, watch webinars & join the conversation! View videos at YouTube 31 Continuing Professional Education (CPE) Credits BKD, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: The information in BKD webinars is presented by BKD professionals, but applying specific information to your situation requires careful consideration of facts & circumstances. Consult your BKD advisor before acting on any matters covered in these webinars

17 CPE Credit This presentation may be eligible for CPE credit upon verification of participant attendance; however, credits may vary depending on state guidelines For questions, concerns or comments regarding CPE credit, BKD Learning & Development Department at 33 Charles Allen Managing Consultant