Dynamics GP Management Reporter Report Wizard

Dynamics GP Management Reporter Report Wizard

The Dynamics GP Management Reporter Report Wizard gives you an easy way to quickly create new financial reports using Management Reporter. Typically a Dynamics implementation team will create basic financial reports that you can then use to expand you report options.

But if you just want to start from scratch you can use the Report Wizard that comes with Management Reporter. It’s easy to use, and will produce a decent report or a base for you to customize further.

You can access it right from Management Reporter. You will identify the accounts you want to include in your report. You will also create different sections of your report that will organize your data and automatically create totals and subtotals.

These are the basic steps:

Dynamics GP Management Reporter Report Wizard - Choose Report Template

 

Dynamics GP Management Reporter Report Wizard - Define Report Sections

 

Dynamics GP Management Reporter Report Wizard - Reorder and Edit Report Sections

 

Dynamics GP Management Reporter Report Wizard - Choose Report Structure

 

If you’re using FRx now for your financial reporting, you will want to migrate to Management Reporter. You’ll find that it is very similar to FRx. And the Dynamics GP Management Reporter Report Wizard is an easy way to get started.

Here is a quick video that shows this in action:

No Comments

Post A Comment