Management Reporter includes direct integration to the Microsoft Dynamics ERP general ledger for simplified, real-time reporting with greater accuracy. Reusable building blocks of Report, Row, Column, and Tree definitions can be mixed and matched to produce a wide variety of boardroom-quality reports. In addition, Management Reporter includes a Report Library where all generated reports are stored and viewed. Using the Report Library, you can secure reports and external files at the report level, version level, or on a specific tree node.
The features of Management Reporter include:
Familiar interface and simplified reporting tools
- Intuitive user interface—Minimize training and easily transition from Microsoft Office applications to Management Reporter with a similar navigation pane and toolbars.
- Navigation pane—Build reports and navigate using a docked and customizable navigation pane.
- Toolbars—Use intuitive Windows toolbars that contain the familiar icons from Microsoft applications.
- Theme—Standardize the look and feel of the user experience by having Management Reporter follow the visual elements determined by the current Windows theme.
- Multilanguage capabilities—Deploy the user interface in multiple languages (based on some of the languages supported by Microsoft Dynamics).
- Undo/redo—Gain greater control with the ability to undo a mistake or redo a change.
- Associations—Save time and eliminate confusion by quickly evaluating which building blocks are associated with each report definition.
- Building block organization—Maintain and secure Row, Column, Tree, and Report definitions into folders by type, function, category, or user.
- Report Library—Generate, view, and secure all reports in a centralized storage facility organized with folders; quickly search and find published reports and report definitions.
- Hide/Unhide—Tailor your workspace with the ability to hide columns in the Row, Column, and Tree definitions while working on a specific section of a report.
- Report groups—Group daily, weekly, monthly, or quarterly reports to generate consecutively with one push of a button.
- Generate unsaved reports—Run a report instantly to verify if the formatted output is desirable.
- Built-in error prevention—Design reports to provide error-preventing checks and balances in addition to exception warnings for missing and duplicate accounts.
- Report queue status—View the status of a queued report and the generation history of all reports.
Enhanced presentation capabilities
- Column page breaks–Gain total control of report output and distribute presentation-quality reports by determining column and page breaks.
- Insert graphics—Personalize financial reports for boardroom presentations by inserting company logos or images into headers and footers with image support.
- Negative numbers in red—Highlight key metrics that are underperforming by simply selecting a specific formatting option.
- Format overrides in rows—Customize numerical displays by using a form that creates format masks automatically.
- Page order—Modify page option settings to change the order of data moving down and across the page in printed report data.
- Custom page numbering—Simplify report organization by starting reports at any page number for inclusion into your organization’s comprehensive monthly, quarterly, and yearly report books.
Powerful analysis capabilities
- Complex filtering in Row, Column, and Tree definitions—Use flexible tools to filter simultaneously on multiple dimensions consistently across all building blocks.
- Native dimension support—Gain the flexibility to create reports instantly with all dimensions and members—without having to step through a wizard.
- XBRL capabilities—Leverage enhanced XBRL support to access more information for filing with the most recent XBRL standards, including dimension support, properties, references, and the ability to add notes and footnotes to instance documents.
- General ledger trees—Utilize trees stored in the host general ledger system for reporting.
To learn more download the “What’s New in Management Reporter” guide.
If you have questions or need assistance please contact us at acumaticasupport@swktech.com.
