Management Reporter 2012 for Microsoft Dynamics has been released & is now available for use. Management Reporter is a robust financial reporting tool that provides companies visibility into organizational health. Management Reporter is available for the following Microsoft Dynamics products:
- AX 2009 & 2012
- GP 2010
- NAV 2009
- SL 2011
Upgrades include greater design flexibility, the ability to collaborates with co-workers, enhanced drill-down capabilities & a more interactive viewing experience.
For more advanced FRx users, I thought I would cover some calculation formulas that are available for use in FRx. Much of FRx is fairly self explainable & easily learned with a little exploration. One topic I had a little trouble with when first learning the system was Calculation Formulas on Row Formats.
Simple adding & subtracting are fairly self-explanatory. Simple take the columns to add & place a plus sign between them. For example, B + C.
However, did you know FRx can perform complex calculations such as adding & multiplying all at once. The formula (A+((B+C/2)+(C*.8)/2))+(F TO H) is a valid entry.
IF/THEN/ELSE Statements are another handy tool. These allow one to build logic into the column. For example, the formula "IF B>1000 THEN B ELSE C*2" translates to:
If the amount in column B is greater than 1000, place the value from column B in the CALC column. If the value is not greater than 1000, multiply the value in column C by 2 & place the result in the CALC column.
FRx is the standard financial reporting tool utilized by most Microsoft Dynamics GP users for financial reporting. FRx links directly into the general ledger to allow the creation of endless types of reports. These report are then viewed in the FRx DrillDown Viewer. Users I have spoken to in the past have expressed that they are more comfortable viewing reports in Excel.
To take your FRx financial report & export to excel:
1 - Generate the report
2 - In the DrillDown Viewer, select File > Export > Worksheet File > Formatted Excel
3 - Save the report to its desired location
This quick & easy trick should save you time & energy in attempting to convert your reports.