Management Reporter

Management Reporter Solutions with BHC Group

If you’re familiar with Microsoft Dynamics GP, SL, or AX, you understand the power of Management Reporter (MR). This tool provides real-time financial reporting, allowing you to generate detailed Profit & Loss statements, balance sheets, and cash flow reports quickly and efficiently.

Transitioning to Management Reporter requires specialized knowledge. BHC Group excels in managing this migration, ensuring a smooth transition from FRx. Our ERP consultants offer expert guidance in data preparation and ongoing support, including on-demand and after-hours assistance.

Our Management Reporter Services

Building Financial Reports

We tailor your reports based on your needs, including budget-to-actual comparisons and multi-currency consolidations. Whether you’re creating new reports or updating existing ones, we ensure they effectively handle multi-currency consolidations and meet your financial reporting requirements.

Rebuilding Reports

If you redesign your Chart of Accounts (COA) in Dynamics GP, we help update your Management Reporter building blocks. This ensures your reports reflect any changes and continue to meet your reporting standards.

Ongoing Training and Support

We provide comprehensive training to empower your team to manage and build reports independently. Our training covers best report creation and design practices, aiming for minimal maintenance and increased self-sufficiency.

Lifecycle Management

Stay informed about the lifecycle of Management Reporter with our curated resources. We offer links to relevant content and updates to keep you updated on key developments and best practices.

Managing Your Transition from Management Reporter

As Dynamics GP users, you should know that Management Reporter (MR) is being phased out. This means it’s important to start planning your transition if you rely on MR for your financial reporting. At BHC Group, we’re here to help you make the most of MR while it’s still available.

When the time comes to move to a new solution for financial planning and analysis (FP&A), we’ll guide you through selecting the right tool for your needs. Our goal is to ensure a smooth transition and help you seamlessly adapt to a new system for your financial reporting.

Why Choose BHC Group?

Partnering with BHC Group means benefiting from our extensive expertise and commitment to your success in financial reporting. We precisely manage your transition to Management Reporter, informing you about key updates and critical dates.

Our tailored support ensures you can fully leverage Management Reporter’s capabilities, optimizing your financial reporting processes and achieving your reporting goals efficiently.

Let BHC Group handle your transition to Management Reporter so you can focus on leveraging its full potential for your financial reporting needs.

Frequently Asked Questions

Q. Why is FRx being replaced by Management Reporter?

The future of the Microsoft systems environment is a 64-bit operating system that FRx did not support. This is the most important reason why Management Reporter is replacing FRx. Furthermore, the design of Management Reporter was a bundled module with the Dynamics ERP solution, which was why it replaced FRx. Management Reporter has shortcomings like not having all the standard features of FRx, but the versions of MR have evolved from their original design.

Q. What are the differences between FRx and Management Reporter?

The most notable difference between FRx and MR is in the back end. FRx is an access database that stores reports and specification sets compared to Management Reporter, an SQL database stored on your SQL server with your Dynamics and ERP database. When you first log into Management Reporter, you will notice the similarities between the two and that they look much the same; however, the terminology is different. Here are some of the differences in the terminology: in FRx, there is a Specification Set that is called a Building Block Group in Management Reporter, Row formats are Row Definition, Column Layout changes to Column Definition, Reporting tree is a Reporting Tree Definition, and Drill Down Viewer is Report Viewer. In addition, the format headings for a Row format are slightly different in the Row Definition in Management Reporter; there is a format override and row modifier, and the link to the GL is now named Link to Financial Dimension, which is essentially the same thing.

Q. Is everything in FRx still available in Management Reporter?

This is the most often asked question. Some things are done in FRx that cannot be done in Management Reporter. The primary item in FRx and not in MR is a report that cannot go directly when generated into Excel or a printer. When generated, all reports for Management Reporter first go into the report viewer, from where the user can export to Excel or print.

Q. What is new in Management Reporter that was not in FRx?

The comment field on a report within the report viewer is one of the best features in MR that is not in FRx. This feature permits the report designer and the user to have a conversation through comments directly on the report in the report viewer. In addition, when running a new report version, the user can copy the notes from one version to the next. This feature eliminates a lot of back and forth through email during the reporting process. Another feature that is not new but has been upgraded in Management Reporter is the missing accounts report. In Management Reporter, it is much easier for a user to see if accounts are missing from reports.

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Management Reporter