Category Archives: Management Reporter

When not to use Management Reporter

Management Reporter is easy to use to create Management Reports and it does not require a developer to do it. But there are times when Management Reporter is not the right tool for the job.

Here are some reasons why you should not use Management Reporter:

1. The data you need is not in General Ledger or Budgets module in Dynamics AX

This is kind of the kill all of Management Reporter. If your report asks for things not in the General Ledger or Budgets, then no matter how hard you try, it cannot be done, even if the data you need is in the subledgers.

Common examples are if you need customer, supplier or project detail. These are stored in the Sales Ledger, Purchase Ledger and Projects module respectively and the data cannot be found in General Ledger. 

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Using Organization Hierarchies as Reporting Unit filters with Management Reporter

Well, hello. It has been more than three years since my last blog, since then I have been really busy at work and have a baby in the meantime.

That being said, I wonder how much joy you guys have with playing with MR.

I have been using Dynamics AX and MR for more than 3 years now and I am still able to learn new things. One of them is that MR is able to use the organizational hierarchies of Dynamics AX as the reporting tree.

For those who are clueless, in your organisation, you can define the organisational hierarchies of not just the standard organisation but for all your financial dimensions. The idea is that when you select an organisational hierarchy as the reporting tree, you do not need to create it from scratch. Furthermore, when the hierarchy changes in AX (I dropped the word “organizational” as it just makes typing too long), MR is able to reflect that based on the period selected for the report. I thought that was pretty cool.

What happens when you want to use the hierarchy as a filter in the column definition?

Terry: why in blazers would anyone want to do that?

Well, it so happened that I had a customer who needed to do just that.

Imagine the need to have different columns represent the amounts not at leaf level, but at a middle hierarchy level. Sure, you can filter on dimensions and manually create it, but there is no need to re-invent the wheel.

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Management Reporter Security

Are you confused by how user roles in AX 2012 are integrated with Management Reporter roles? Have problems adding or deleting users in Management Reporter? Get your answers here.

In the last couple of weeks I have been asked by AX developers about Management Reporter Security. Mainly, they were stumped by how assigning different roles to users in Management Reporter does not quite turn out as they had expected. Both times I felt I could only give a partial answer. Thus, I decided to do a little experiment to find out the truth once and for all… or until Microsoft comes up with the next Rollup I suppose!

In this topic, I will cover:

Management Reporter is able to integrate with different flavours of Microsoft Dynamics but in this topic I will cover integration with Microsoft Dynamics AX 2012 only, and only for up to RU5, simply because that is what is available to me for my experiment!
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What is Microsoft Management Reporter for Dynamics AX?

It is a collaborative and interactive reporting solution from Microsoft for finance data.

View more here:

Management Reporter 2012 Overview

How is it different from standard SSRS?

It is designed to be collaborative. How often do you need discuss a report with other people? This software actually allows you to share via lync or sharepoint, and to insert comments at defined points of the report.

The other massively useful function is the ability to drillthrough all the way to the Dynamics AX entry.

The other functions I think which are useful are:

  • Multilanguage support
  • NO IT involvement required once setup
  • auto-incremental update of data (NO ETL required)
  • Multisource consolidation
  • Integration with Dynamics AX

The documentation for Management Reporter is available now on Technet.

http://technet.microsoft.com/en-us/library/dn435963.aspx

Note:

Microsoft SQL Server 2014 is not currently supported.

Minimum database requirements:

  • Microsoft SQL Server® 2005 Express Edition with Service Pack 4
  • Microsoft SQL Server 2008 or newer is required for the data mart database, system database, and the company  database for the ERP.