is it time to migrate from management reporter?
TRANSCRIPT
Is It Time to Migrate from Management Reporter?October 21, 2021
To Receive CPE Credit• Individuals
Participate in entire webinar Answer polls when they are provided
• Groups Group leader is the person who registered & logged on to the webinar Answer polls when they are provided Complete group attendance form Group leader sign bottom of form Submit group attendance form to [email protected] within 24 hours of webinar
• If all eligibility requirements are met, each participant will be emailed their CPE certificate within 15 business days of webinar. Due to the large volume of certificates of completion issued, requests to reissue lost or misplaced certificates will be honored up to 60 days following the webinar
INTRODUCTION Charles Allen Senior Managing Consultant• More than 30Visiting Provider Clinic
years of experience • Solver Certified• 10-time Microsoft GP MVP
Holly ArmitageManaging Consultant• More than 20Visiting Provider Clinic
years of experience • Solver Certified• Certified Business Central
Functional Consultant
Agenda
• Introductions
• Management Reporter
• Solver
• Wrapping Up
Introductions
Management Reporter
MR FactsShips with multiple Dynamics ERP solutions
Current version is 2.12.16013 (CU16) (June 2021)
Many years of usage & knowledge
Can use the Data Mart or Legacy Provider
Report groups
Can drill back to the ERP or get detailed reports
Excel data can be included
Exports to Excel
MR FactsNo further development
Data Mart can require rebuilding
Available fields are hard-coded
Limited to General Ledger data
Nonfinancial data entered via unit accounts
Requires each row & column to be defined
MR Facts
How It Works
MR FactsReport Components
• Row Definition • Column Definition• Reporting Tree Definition
Report Definition
Report Groups
Report Schedules
Demo Time !
Solver CPM
Solver FactsSeparate product from Solver Global
Data Warehouse or Live Connection (*)
Functionality available• Reports• Planning • Data Warehouse• Connection to Power BI
Integrate GL & non-GL Data
Solver FactsCloud-based
Uses Excel for template creation
Run reports from mobile device
Publisher app for report distribution
Updated monthly
Drill-downs can be created
Reports & Columns can be dynamic
Security down to the dimension level
Solver Facts
Demo Time !
Resources
• Management Reporter Installation – Management Reporter for Microsoft Dynamics ERP Installs and Service Packs Overview | Microsoft Docs
• Management Reporter Training – Install Report Designer for Management Reporter | Microsoft Docs
• Solver information – www.solverglobal.com
• Solver Academy – https://academy.solvertraining.com
BKDTECHNOLOGIES SUPPORT CENTER
• BKD Technologies Support Center for Microsoft Dynamics GP 877.253.7778 (toll-free) [email protected] Monday–Friday, 8 a.m.–5 p.m.
BKD, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org
The information contained in these slides is presented by professionals for your information only & is not to be considered as legal advice. Applying specific information to your situation requires careful consideration of facts & circumstances. Consult your BKD advisor or legal counsel before acting on any matters covered
CPE Credit
• CPE credit will be awarded upon verification of participant attendance; however, credits may vary depending on state guidelines
• For questions, concerns, or comments regarding CPE credit, please email BKD Learning & Development Department at [email protected]
Thank You!Charles Allen, Senior Managing Consultant
713.499.4629 | [email protected]
Holly Armitage, Managing Consultant
816.489.4278 | [email protected]