Management Reporter. 8 th Annual BDO Connections Conference. Florence Singh 11 June Thank you to our GOLD sponsors:

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1 Management Reporter Florence Singh 11 June 2013

2 AGENDA Web Viewer Dynamics Data Mart Security Tips & Tricks FRx to MR Migration Questions Interactive Report Viewing Design Flexibility 2

3 Management Reporter 2012 Real Time Financial Application Robust Architecture Familiar To Other Microsoft Applications Intuitive Approach 3

4 Management Reporter 2012 Web Viewer No additional installation! 4

5 Management Reporter 2012 Dynamics Data Mart Acts like a bridge between MR and GP Processing reports more efficient 5

6 Management Reporter 2012 Security Users Groups Company Access Report Library Tree Security 6

7 Management Reporter 2012 Tips and Tricks Save your GP credentials Reporting wizard User preferences 7

8 Tips and Tricks Row Definition Renumbering row codes Insert rows from dimensions Modifying the dimension window Right click function insert/delete Dimension sets Calculations Validation Undo 8

9 Tips and Tricks Column Definition Attributes Dimension filtering Variance columns Format/currency override Translations 9

10 Tips and Tricks Column Definition Calculating an average column 10

11 Tips and Tricks Reporting Tree Definition Insert reporting units from dimensions Unit security Additional text 11

12 Tips and Tricks Report Definition Creating folders Associations Report duplicate accounts Adding a logo Adding the system date and time Display blanks for zero amounts Show negative numbers in red Building block icons Changing the long date in Management Reporter Why does the header show the long date of For the One Month Ending Friday, January 31, 2014? Many of our customers want to shorten this date and remove the weekday (in this case, Friday ) and just display For the One Month Ending, January 31,

13 Here are some simple steps to help you change the display settings for Long Date in Management Reporter: Right-click on the time/date on your desktop. Select Change date and time settings Click on Change date and time Then select Change calendar settings Now the Long date in Management Reporter will return only the month, date, and year and not the day of the week. It s as simple as that! 13

14 Tips and Tricks Report Viewer Attach comments Copy comments from one version of a report to another Quickly create a chart Jump to key areas of report for fast analysis Viewing dimension codes and descriptions Drill down to account and transaction details Interactive Report Viewing Design Flexibility 14

15 Tips and Tricks Report groups Report scheduling Distribution reports to multiple location reports using SharePoint alerts 15

16 Tips and Tricks Report Library Creating folders Versions Insert external files Drill down Export to Excel 16

17 Tips and Tricks Missing Account Analysis Quickly identify accounts/ dimensions omitted from building blocks 17

18 How To Fix a Stuck Report in Management Reporter What to do when a report gets queued but it won t generate? If you get the Unable to connect to the specified server. Verify that the Management Reporter application service has been installed on the server and that the specified address is correct 18

19 FRx to MR Migration Simplify data migration with a step-by by-step wizard de ns to upgrad op 5 reason To Transition quickly and easily Customize existing reports Increase productivity it and effectiveness Enhance performance and stability Help protect financial data Manage functionality differences with ease 19

20 Next Steps Visit our blog to stay current: blogspot com/ Contact Florence Singh at or your BDO Solutions Client Manager to discuss your needs further - FRx to MR Migration - Upgrade to MR

21 THANK YOU TO ALL OUR SPONSORS 21

22 Thank You For Attending Florence Singh, Senior Consultant 22