Management Reporter is the standard financial report writer for Microsoft Dynamics. It is the successor to FRx.
It looks almost identical to FRx. So if you know FRx you will have little problem in using Management Reporter.
It’s relatively easy to create a new report in Management Reporter. You can use the Wizard (video here) or just create one from scratch.
To create one from scratch you only need three components:
- Report Definition
- Row Definition
- Column Definition
The Row Definitions will take the most time to create, but you can get an easy start on it by importing the chart of account into your Row Definition from within the Row Definition itself. Just navigate to, Edit >> Insert Rows from Definitions.
Column Definitions can be easily and quickly created. The Column Definitions basically specify the period of time for which the data will be reported. You can include budgets if you want and perform simple calculations to create variance columns.
The Report Definitions basically just specify which Row Definition and which Column Definition to include in a report. You can Reporting Tree Definitions as well to specify subsets of your report.
Here is a Row Definition:
Here is a Column Definition:
Here is a Report Definition:
This is a quick video that shows how to create a simple income statement in Management Reporter: