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Management Reporter The next generation of financial reporting

Management Reporter The next generation of financial reporting. Shiela Sogge Program Manager Microsoft Corporation. Corporate Performance Management. Business Intelligence capability area that covers these core scenarios:. Planning, Budgeting and Forecasting. Financial Reporting.

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Management Reporter The next generation of financial reporting

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  1. Management ReporterThe next generation of financial reporting Shiela Sogge Program Manager Microsoft Corporation

  2. Corporate Performance Management Business Intelligence capability area that covers these core scenarios: • Planning, Budgeting • and Forecasting • Financial Reporting • Consolidations

  3. Management Reporter • A real-time financial reporting application for creating, generating, securing, and publishing financial statements, such as Profit & Loss (P&L), balance sheets, and Actual vs. Budget variance reports • Boardroom-quality reports without IT assistance • Integration with Microsoft Dynamics ERP solutions

  4. Everyone in your company will love Management Reporter

  5. IT Manager • IT Manager Pain Points • “It's my job to make sure our solutions are stable and secure” • “I don’t have time to design all the reports” • “I’d prefer not to have to refresh the ERP data to get the reports up-to-date” • Management Reporter solution • Scalable, secure architecture • SQL Server and IIS integration • Native 64-bit support • Windows authentication • Microsoft .NET Platform and C# • Role and task based security

  6. Report Designer • Report Designer Pain Points • “I wish it was easier to design new reports” • “When I update my chart of accounts, it’s takes so long to re-design my financials” • “Our business dictates that managers only have access to reports for their department or division” • Management Reporter solution • Familiar user interactive • Customizable Navigation Pane, toolbars with familiar icons, undo/redo • Designed for minimal report maintenance • Reusable building blocks, associations • Flexible filtering capabilities • Flexible top-down analysis • Multisource consolidation

  7. Demo

  8. Report Viewer/Consumer • Report Viewer Pain Points • “I hate that I have reports in so many locations” • “It’s hard to locate a previous version of a financial statement” • “It’s not always easy to understand where a balance on a report came from” • Management Reporter solution • Report Library • Versioning, Folders, Export to Excel, Manage supporting documents • Drill down

  9. Demo

  10. Executive • Executive Pain Points • “I need a solution that will grow with my business” • “My board expects my financials to have a professional look” • “My department managers need information at their fingertips” • Management Reporter solution • Professional looking reports • Personalize with logos, images, custom page breaks, numbering, Negative numbers in red • Multilanguage capabilities • Multiple distribution options

  11. Demo

  12. Transitioning From FRx Simplify data migration with a step-by-step wizard Use a similar approach to report design Manage functionality differences with ease

  13. Corporate Performance Management Roadmap Management Reporter 1H CY2010 Management Reporter • Management Reporter • 2012+ • Feature Pack 1 • 2012 • 2H CY2010 • Microsoft Dynamics AX and Dynamics SL integration • Currency translation in Dynamics GP • Microsoft Forecaster integration • Financial reporting • Soft consolidations • Microsoft Dynamics GP integration • Additional financial reporting, budgeting, and forecasting scenarios • Strategic and operational budgeting • Budget reporting • Financial reporting enhancements • Feature Pack 2 • Microsoft Dynamics NAV integration • Interactive report viewer • Report Distribution • Consolidate from other General Ledgers • 1H CY2011

  14. Demo – Currency Translation in Microsoft Dynamics GP

  15. Dynamics GP - Setup Multicurrency Setup • Select the currencies to translate • Choose the exchange table ID’s for each currency translation type • Choose the exchange table ID for budget translation

  16. Dynamics GP - Accounts Account • Set currency translation type for each account • Mass update accounts for currency translation type

  17. Dynamics GP - Amounts Currency Translation • Translated beginning balance information for average and historical types • Enter translated beginning balance amounts for a new translation currency • Correct translated beginning balance amounts

  18. Management Reporter – Column Definition

  19. Management Reporter – Completed Report

  20. Additional Resources Dynamics Corporate Performance Management blog on MSDN http://blogs.msdn.com/b/dynamicscpm/ Microsoft Download Center Installation Guide Migration Guide Configuration Guide System Requirements 20

  21. Training • Report Design in Management Reporter 2.0 for Microsoft Dynamics ERP • (Course #80255) • Training Materials and eLearning • What’s New in Management Reporter 2.0 for Microsoft Dynamics ERP • (Snack # LS00172)

  22. Additional Resources • Dynamics Corporate Performance Management blog on MSDN • http://blogs.msdn.com/b/dynamicscpm/ • Microsoft Download Center • Installation Guide • Migration Guide • Configuration Guide • System Requirements

  23. Q&A Shielas@microsoft.com

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