Do you want to be informed about the development of your company on a daily basis? Create tailored financial reports quickly on your own? Efficient budget planning and consolidation?

This is possible in an easy way without the need to program a single line using Management Reporter; it’s fully integrated with Microsoft Dynamics AX.

Management Reporter is an interactive reporting tool for creating financial reports within Microsoft Dynamics AX in an easy way. It enables the user to tailor, design, and structure any kind of report about his or her company completely independently and without any prior programming knowledge. With Microsoft Dynamics AX Management Report, you are always optimally informed about the status of your organisation and can get an overview of the development of your company.

How does Management Reporter look, and how does it work?

Management Reporter is comparable with Microsoft Excel in terms of handling. Execution and processing take place in tables. You have the option here, to sum up and calculate with various options, just like Excel. The basis for the financial data here is financial dimensions stored in the main ledger from Microsoft Dynamics AX as well as Microsoft Dynamics 365 for Operations.

Management Reporter - Financial reports from Microsoft Dynamics AX made easy-Image 1
Management Reporter - Financial reports from Microsoft Dynamics AX made easy-Image 2

To generate a report from Microsoft Dynamics AX or Microsoft Dynamics 365 for Operations, the following main criteria must be met:

  • Row definition:
  • The grouping of ledger accounts is set in the row definition. A row can contain one or more ledger account or financial dimension. You can sum and calculate in different ways here.

  • Column definition
  • Ledger account bookings can be filtered into different columns with column definition. For example, the period or the currency in which the columns are to be filtered can be defined here.

  • Report definition
  • In the report definition all previously defined components are merged (row definition, column definition, reporting tree, security roles, etc.). It forms the final product of the financial report. Various settings can be made here such as the detail level or the reporting period. The report can be viewed and published at the touch of a button.

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    Management Reporter - Financial reports from Microsoft Dynamics AX made easy-Image 3

In addition, Management Reporter provides many other optional features such as tree definition (structure definition), security rules, etc.

Which financial evaluations are possible?

Management Reporter for Microsoft Dynamics AX or Microsoft Dynamics 365 for Operations is a great tool for the following reports:

  • Balance sheets
  • Profit and loss accounting
  • Intercompany reconciliation
  • Consolidation
  • Cash flow
  • Budget
  • All other reports based on main accounts and financial dimensions

A variety of predefined reports is also included as templates in Management Reporter. They can be tailored and customized as needed.

Management Reporter - Financial reports from Microsoft Dynamics AX made easy-Image 4
Management Reporter - Financial reports from Microsoft Dynamics AX made easy-Image 5

What are the benefits of Management Reporter?

  • Fully integrated into Microsoft Dynamics AX, so no additional tools and/or configurations are necessary
  • Easy and quick to learn without programming skills
  • Timely presentation of consolidated and substantiated data
  • Customisable and can be delivered in a variety of forms (Excel, PDF, weblink, etc.)
  • Detailed traceability up to the booking level for analysis purposes
  • Cross-client reporting
  • Automatic report creation with predefined date intervals
  • Coverage of compliance requirements through use of access rights

The benefits and functionality of Management Reporter are available starting with version AX 2012 CU6 in Microsoft Dynamics AX and can also be used in Microsoft Dynamics 365 for Operations.

We would be happy to provide you with more information.

We hope we’ve sparked your interest. Would you like to know more about Management Reporter? Don’t hesitate to contact us. We’re available for you anytime.

Dynamics AX Financial Consultant at AlfaPeople