Tag: Management Reporter

Jet Express for Excel, The New Management Reporter

KTL Solutions wants to keep you in the loop! This is our follow up blog from “Microsoft Announces the End of Management Reporter.”

As many people are slowly finding out, Microsoft and Jet Reports have ventured into a partnership to provide Jet Express for Excel.  Jet Express is an Excel-based, financial reporting tool that will not only allow you to create basic reports in minutes, but also ad hoc reporting that will pull from all GP tables. 

 

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Microsoft Announces the End of Management Reporter

If you are a Microsoft Dynamics user, your world has once again been shaken up. Microsoft announced on Sunday, at their Amplify event in California, that they will no longer develop Management Reporter. Yes, this feels eerily similar to a few years back when they announced that they were sun-setting FRx and replacing it with Management Reporter. Now, don’t let this send you in to a tizzy. Microsoft will continue to support Management Reporter until 2026. However, it’s not recommended to stick with a tool that is no longer going to be updated or enhanced. 

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Management Reporter – Understanding How It Works

Management Reporter (MR) is the financial reporting tool that comes with Microsoft Dynamics Great Plains (GP).  This is the replacement for FRx, and when companies go to Dynamics GP 2015 they have to use Management Reporter or a third party product for reporting.  We get many questions concerning this change:  Why is FRx going away and why do I have to use Management Reporter?  What are the differences between the two?  Is everything that was available in FRx available in Management Reporter?  What is new in Management Reporter that was not available in FRx?  Let’s answer these questions, thereby helping with the decision on moving to Management Reporter or looking for a third party product for financial reporting.

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How to Create a Balance Sheet in Management Reporter Without Closing Out the Year in GP



When you get to a new year in GP and have not yet closed your fiscal year, you will need to make some modifications to your column on your management reporter to run a balance sheet.  When you close your fiscal year in GP, this is the process that rolls the beginning balance forward for the new year.  If you have started your new year and have not yet closed the fiscal year, it is still possible to run a balance sheet with the beginning balance.  You will need to make modifications to your column on your balance sheet report.

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