MDGP 2013 R2 Feature of the Day: Management Reporter Web Viewer

The Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The twenty-first Feature of the Day covered is Management Reporter Web Viewer. In the previous versions of Management Reporter 2012, the desktop Report Viewer was the only way that a report could be generated.

This new feature allows reports to be generated from within the Web Viewer by users who are in the Administrator, Designer or Generator roles. Going back and forth between applications can be cumbersome, by staying in the web viewer, accounting managers and staff accountants can get the most to date information faster.

This option refreshes the data in the report, using the original Base Period and Year and will only be visible to the user who refreshes the report.

This feature is targeted at the following roles:

  1. Accounting Manager
  2. Staff Accountant

Click to show/hide the Microsoft Dynamics GP 2013 R2 Feature of the Day Series Index

Microsoft Dynamics GP 2013 R2 Feature of the Day
MDGP 2013 R2 Feature of the Day: SmartList Designer Go To's
MDGP 2013 R2 Feature of the Day: Identity Management - Login
MDGP 2013 R2 Feature of the Day: Purchase Requisitions
MDGP 2013 R2 Feature of the Day: Copy And Paste To General Ledger Transaction Entry
MDGP 2013 R2 Feature of the Day: Workflow
MDGP 2013 R2 Feature of the Day: Workflow Types
MDGP 2013 R2 Feature of the Day: Workflow User Delegation
MDGP 2013 R2 Feature of the Day: Default Fixed Asset ID From The Asset Class
MDGP 2013 R2 Feature of the Day: Identity Management - Scalability Groups
MDGP 2013 R2 Feature of the Day: Workflow Calendar
MDGP 2013 R2 Feature of the Day: Reprint Outstanding Transaction in Bank Reconciliation
MDGP 2013 R2 Feature of the Day: Requisition Management Integration Points
MDGP 2013 R2 Feature of the Day: Default Sort Order for Checks
MDGP 2013 R2 Feature of the Day: Document Attach - Scan
MDGP 2013 R2 Feature of the Day: Workflow History
MDGP 2013 R2 Feature of the Day: Workflow Email Notifications
MDGP 2013 R2 Feature of the Day: Azure Backups
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements - Analysis and Assignment
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements - Sales Script and Additional Information
MDGP 2013 R2 Feature of the Day: Dashboards
MDGP 2013 R2 Feature of the Day: Management Reporter Web Viewer
MDGP 2013 R2 Feature of the Day: Take Company Offline
MDGP 2013 R2 Feature of the Day: Encumbrance SQL Reporting Services Reports
MDGP 2013 R2 Feature of the Day: Email Or Print Any Report In Word Format
MDGP 2013 R2 Feature of the Day: Reverse Year End Close
MDGP 2013 R2 Feature of the Day: Document Attachment On Payables Transactions
MDGP 2013 R2 Feature of the Day: Roll Down Segment Changes
MDGP 2013 R2 Feature of the Day: Assign An Item To Multiple Sites
MDGP 2013 R2 Feature of the Day: Replace OLE Note With Document Attachment
MDGP 2013 R2 Feature of the Day: OLE Notes Migration Utility
MDGP 2013 R2 Feature of the Day: Purchase Order Prepayment Additions
MDGP 2013 R2 Feature of the Day: Print Remaining Documents
MDGP 2013 R2 Feature of the Day: Email By Document Type

Review of Microsoft Dynamics GP 2013 Reporting by David Duncan and Christopher J Liley

I have received a copy of the newly published Microsoft Dynamics GP 2013 Reporting, by David Duncan and Chrisopher J Liley, from Packt Publishing to review. This is an update of a previous book the pair wrote for Microsoft Dynamics GP 2010:

Microsoft Dynamics GP 2013 Reporting

The book covers an extensive range of the reporting tools in, or available with, Microsoft Dynamics GP 2013:

  • SmartList Builder including Excel Report Builder
  • Report Writer and Word Templates
  • Reporting Services Reports
  • Analysis Cubes
  • Management Reporter

Continue reading

Business Analyzer R5 First Run

With Business Analyzer R5 installed it’s time to take a look.

Clicking the tile will launch the app which will show a Net Income – Summary view and, as is standard in Microsoft apps, a slice of the next part of the app:

Net Income - Summary view

Continue reading

Management Reporter 2012 Rollup 6 Available

A couple of days ago , the Dynamics PTS blog announced the release of Management Reporter 2012 Rollup 6.

This rollup has a range of new features including:

  • The ability to generate a single report link for a report group and open all reports from a single page in the web viewer
  • 14 new default reports for new Dynamics GP customers (existing customers can easily import these reports)
  • Transaction descriptions greater than 100 characters are now supported
  • Support for bi-directional text in Management Reporter Report Designer and Web Viewer

Partners can get more information here and download RU6 here.

Full details are available on the Dynamics PTS blog.

Management Reporter 2012 RU5 Now Available

On the 18th April the release of Management Reporter 2012 RU5 was announced on the Dynamics Corporate Performance Management blog.

The following are key features of Management Reporter 2012 RU5 when used with Microsoft Dynamics GP;

  • The Web Viewer is now the default report viewer although any report can be opened in the Desktop Viewer
  • Any report displayed in the Web Viewer can be collapsed into a summary view
  • A Default Report Link Location can now be specified to easily indicate where reports should be stored in SharePoint or network location
  • Drill Down has been added to the Dynamics Data Mart which allows for drill down to at least the account level and can drill back from the Desktop Viewer to the Microsoft Dynamics GP Detail Enqiry, Historical Detail Enquiry or Budget Transaction Inquiry windows

Rollup 5 for Management Reporter 2012 can be downloaded here (CustomerSource or PartnerSource login required).

Management Reporter 2012 Rollup 4 Released

On the 28th January, Rollup 4 for Management Reporter 2012 was released via the Dynamics Corporate Performance Management blog.

It can be downloaded from CustomerSource (CustomerSource or PartnerSource login required).

For Microsoft Dynamics GP users there is improved performance with the data mart integrations and new Quick Links in the Web Viewer which allows users to easily jump to key areas of a report.

Management Reporter Web-based Report Viewer Announced

At the Dynamics GP 2013 Technical Airlift in Fargo today a web-based viewer for Management Reporter 2012 was announced (details on the Inside Microsoft Dynamics GP blog).

The demo was done by Jill Carter of Microsoft in front of 400 partners. The new web-based viewer allows allows users to experience the many features of the desktop viewer without the need for a desktop client to be installed.

The fresh, modern user interface of the new Management Reporter Report Viewer will mean users can focus on the data in the report. And, reports are both personalized and secured. In the report shown above, the user has access to the Production and Sales nodes in the Management Reporter Reporting Tree, but doesn’t have access to the Administration node;

Management Reporter Web-based Report Viewer

Continue reading