Management Reporter for Microsoft Dynamics 365 Finance ERP is a powerful Corporate Performance Management (CPM) that provides real-time financial reporting to help you achieve greater visibility into the financial status of your organization.

Management Reporter for Microsoft Dynamics 365 Finance ERP

With Management Reporter, you can create quality reports for management without IT assistance; use Microsoft D365 Finance dimensions to create customized financial statements; and use a centralized report library to provide secure report distribution and storage. Management Reporter works directly with Microsoft D365 Finance general ledger, eliminating the need to create a custom connection to the main data source.

From the general ledger module, this tool is accessed to prepare all your financial reports.

REUSABLE BUILDING BLOCKS

Segment data in a variety of ways to get the information you need with reports, rows, and hierarchical tree and column definitions.

Column and hierarchical tree definitions; and organize your definitions into folders by type, function, category or user.

type, function, category or user.

NATIVE DIMENSION SUPPORT

Create instant reports using Microsoft D365 Finance dimensions and members;

and make changes without altering existing report definitions.

DRILL-DOWN CAPABILITIES

Generate summary-level reports that provide the ability to drill down to account- and transaction-level detail so you don’t have to generate separate reports.

and transaction-level detail so you don’t have to generate separate reports.

If you need more information on a specific transaction on a report, you can drill down from

account balances and budgets to related information in Microsoft D365 Finance.

INTERACTIVE REPORT VIEWER

Use the interactive report viewer to make decisions based on report data.
Visualize data by quickly creating a graph based on selected report rows and columns.
Collaborate more easily on reports with Microsoft Instant Messaging – Teams. Select a and start a conversation from a specific location.

COMPILATION OF FINANCIAL REPORTS

Schedule reports for generation on a regular basis.
Publish reports to multiple locations, including Microsoft SharePoint, Teams, Microsoft Excel (.xps) or Microsoft Excel (.xlsx).
Create reports in read-only (.xps) or Microsoft Excel (.xlsx) format.
Email reports using Power Automate or add reports to SharePoint Online directly. Users can easily set alerts to receive a notification each time a new report is generated.

Overview of Management Reporter’s capabilities

Get fast results without IT help:

Financial professionals, without the help of IT, can design cost-effective, high-quality reports in minutes to streamline reporting and analysis, and respond quickly to new business opportunities and market trends.
Requires limited training for financial professionals.

Create custom reports based on Microsoft D365 Finance general ledger data:

Break general ledger information into rows, columns or hierarchies and get the actionable information you need. Use robust formatting, such as flexible page layout and the ability to add company logos.
Generate reports on general ledger information from other accounting and ERP systems using Microsoft Excel interoperability.
Report on multiple companies from Microsoft D365 Finance in a single financial report.
Dynamically align organizational charts with Microsoft D365 Finance organizational hierarchies.
Report on Microsoft D365 Finance budget reserves (reserves/reserves) based on the calculation of available budget funds as defined in the budget control settings.

Increase productivity with familiar tools:

Get people up and running quickly with a familiar Microsoft Office-based interface.
Automatically generate reports to monitor performance in real time, close books quickly and improve decision making across the organization.
Drill down from a financial report to account and transaction details, then drill down to related transactions in Microsoft D365 Finance.
Improve collaboration and sharing.
Improve communication across your organization by distributing reports using multiple formats, distribution techniques and document grouping to help people access the information they need quickly and conveniently. You can even schedule reports to be generated on a recurring basis.

Help protect financial data:

Tailor the security settings of reports so that only people with the right permissions can access sensitive business information.

With support from your partner up front, the finance department has a tool at their fingertips that allows them to analyze their business in a variety of ways without relying on their IT department.

Creating financial reports in D365 Finance and Operations using Management Reporter