COLUMN DEFINITIONS T REE D EFINITIONS C ATALOG IS NOW R EPORT - PowerPoint PPT Presentation

M ANAGEMENT R EPORTER Susan Conrod Senior Implementation Specialist suer@calszone.com

W HAT IS M ANAGEMENT R EPORTER • What does it look like? • What’s Changed? New Security • Upgrading from FRx to MR • Things to look forward to in MR • Not Available in MR yet

W ELCOME PAGE FOR M ANAGEMENT R EPORTER Looking more like a Microsoft Product – Look and Feel have changed – same concepts

ROWS ARE NOW CALLED R OW D EFINITIONS

COLUMN DEFINITIONS

T REE D EFINITIONS

C ATALOG IS NOW “R EPORT DEFINITIONS ”

R EPORT W IZARD S TILL EXISTS

R EPORT D ATA Notice you can now have a logo inserted into your reports.

D RILL DOWN : G IVES YOU THE ACCOUNT AND THE DESCRIPTION But we lost our little drill down viewer…

W HAT ’ S CHANGED SECURITY : LIKE GP, NOW HAVE NO ACCESS HAVE TO BE GIVEN ACCESS.

P ERMISSIONS TO V IEW , EDIT CREATE DELETE REPORTS

XBRL IS MORE DEFINED IN M ANAGEMENT R EPORTER XBRL, based on XML, is designed to facilitate the electronic communication of business and financial data. Increasingly regulatory bodies (such as the SEC) are requiring organizations to provide their financial reports in XBRL format. Management Reporter takes the complexity out of XBRL by allowing the end user to start with the same building blocks used for core financials, and easily tag them for XBRL reporting. The user only has to go through the tagging exercise once, and thereafter exporting financial reports into XBRL format is as simple as generating a conventional report in Management Report

U PGRADING TO MR • FRX available until GP Version 12 • There’s a wizard for that • But you need to clean out old reports – Clean out any rows, columns, trees, – Clean out any catalogs you are not using – Clean out any test or duplicate reports – Right now effective dates are not included.

T HINGS TO LOOK FORWARD TO IN MR – Formatting in MR • Can add images such as logo’s to reports • You can add page breaks on the column area. You would use this on a trended report such as a 12 month report • Undo Button – FINALLY • Instead of Wildcard being ????, can now use * • Can right click row, column, tree and find out where it is being used. • Tree can now add ranges and subtract ranges

R EPORT L IBRARY – Report Library in MR • Can generate to different report locations and can add security to those locations • Reports have history of when reports are generated. So you can look back to previous versions of the report. • Can also add other reports such as Excel or Word reports to the report library (don’t have to own report manager).

M ULTICURRENCY – Currency translating is coming out with feature pack 1 – Saw a demo of this • Translation will pull from GP and you add the currency to the column of the report. Really simplified the currency translation process

N OT A VAILABLE IN MR • 1. MULTICURRENCY • 2. ANALYTICAL ACCOUNTING • 3. MULTI-DIMENSIONAL ANALYSIS • 4. FORECASTER

C OMMENTS , Q UESTIONS • Under e-learning there is now a training session on Management Reporter. (80255) • We are not recommending installing MR until all the bugs are worked out. • We will be keeping you up-to-date with our Newsletter.