Microsoft no longer invests in the development or enhancement of Management Reporter for GP (or SL). Management Reporter is the preferred financial reporting solution for Microsoft Dynamics AX, GP, and SL. Management Reporter will continue to be supported through the lifecycle of the ERP versions it ships with.

Table of Contents

How do I open the Management Reporter configuration console?

Click Start, select Programs, select Microsoft Dynamics, select Management Reporter 2012, and then select Configuration Console to open the Management Reporter Configuration Console.

What is FRx reporting?

About Microsoft FRx. Microsoft FRx is a financial reporting application that gives midmarket segment and corporate businesses immediate control of the entire financial reporting process, with little or no help needed from Information Technology (IT) specialists.

How do I add a company to Management Reporter?

How to add new company in management reporter

  1. Go to start Microsoft Dynamics>>Management Reporter>>Configuration Console.
  2. Select the folder “Server name (DYNAMICS)
  3. Click on Import Companies.
  4. Check or uncheck the required companies.

What is a management report?

A management report is a collection of data and operational information from various business departments that is presented in an understandable way, allowing managers to make better-informed decisions.

How do I install and configure management reporter in AX 2012 R3?

If you’re installing AX 2012 R3, in the Select an installation option page, click Microsoft Dynamics AX. On the Select installation type page, click Custom installation, and then click Next. On the Select components page, select Management Reporter, and then click Next.

How do I start a management reporter?

Management Reporter – How to open Report Designer in OneBox environment (Contoso) Select Edit from the options bar and should come up with a dialogue box asking to run the report designer. Select OPEN and the Management Reporter will open in the new window.

What is FRx control panel?

Microsoft FRx is a software product used for financial reporting and analysis for small to mid-sized organizations. Microsoft FRx is integrated to the following Microsoft Dynamics Business Management Products: (Microsoft Dynamics AX, Microsoft Dynamics GP, Microsoft Dynamics NAV and Microsoft Dynamics SL).

How do I install FRx?

To install Microsoft FRx Report Server, follow these steps:

  1. Put the FRx Installation CD in the drive.
  2. Click Install Microsoft FRx Report Server.
  3. Click the setup language.
  4. Click Next to begin the installation.
  5. Click Accept to accept the license agreement.
  6. Click the appropriate installation folder.

How do I rebuild a Management Reporter data mart?

Back up the Management Reporter database.

  1. Log in to Microsoft SQL Server Management Studio (you must have credentials that allow you access, typically the ‘sa’ user).
  2. Open the Databases dropdown and right click on ManagementReporter. Then go to Tasks>Backup.
  3. Choose the path you wish to save the back up to, add a .

How do you write a good management report?

Complete steps on how to prepare a management report

  1. Step 1: Plan before you start.
  2. Step 2: Invest in automated tools.
  3. Step 3: Use clear and objective language.
  4. Step 4: Tell a story to engage readers.
  5. Step 5: Define the metrics and KPIs to be used.
  6. Step 6: Establish a point of comparison.

How do you write a report format?

Report Writing Format

  1. Title Section – This includes the name of the author(s) and the date of report preparation.
  2. Summary – There needs to be a summary of the major points, conclusions, and recommendations.
  3. Introduction – The first page of the report needs to have an introduction.

Why are my FRx reports not migrating to Management Reporter?

Less When you use the Migration Wizard in Microsoft Management Reporter to migrate your FRx reports, you receive an error or not all the information is migrated. The reports and building blocks may be missing some information after they are migrated to Management Reporter. Microsoft FRx data may be damaged.

How do I remove a company from FRx report designer?

You can confirm the location of this directory in FRx Report Designer under Admin | Organization | SysData. Remove any companies that are currently not in use. The demo companies such as FW, FWC, or SolDemo will not upgrade and must be removed.

How do I modify reports in Management Reporter to automatically open?

To modify reports in Management Reporter to automatically open when generated, go to Report Definitions, select the Output and Distribution tab, under Other options, select the option View report when generated. To update all Report Defintions run the following SQL Statement against the Management Reporter database.

How do I test if Management Reporter is running correctly?

It is assumed that Management Reporter is up and running correctly before you begin the migration process. Confirm this by logging into each company in Report Designer and creating a test report. Check the Management Reporter Configuration Console for any errors in the Service or Data Mart Logs section.