SUMMIT 2011

Management Reporter Overview

Char Gust, April OlsonPrincipal Program Manager, Program ManagerMicrosoft Corporation

CORPORATE PERFORMANCE MANAGEMENT

Financial Reporting

ConsolidationsPlanning,

Budgeting and Forecasting

Business Intelligence capability area that covers these core scenarios:

MANAGEMENT REPORTER

A real-time financial reporting application for creating, generating, securing, and publishing financial statements, such as Profit & Loss (P&L), balance sheets, and Actual vs. Budget variance reports

Boardroom-quality reports without IT assistance

Integration with Microsoft Dynamics ERP solutions

Microsoft Forecaster

Accurate financial budgeting, planning and forecastingPurpose built modules for modeling Revenue, Expenses, Human Resources and Capital ExpendituresCentralized budgeting tool with departmental rollups and automated workflow

Microsoft Forecaster Data Transfer Tool

Transfer budget data in Microsoft Forecaster to the budget tables in Microsoft Dynamics SL, Microsoft Dynamics GP, or Microsoft Dynamics AXUse Management Reporter to create reports containing both actual and budget information

7

EVERYONE IN YOUR COMPANY WILL LOVE MANAGEMENT REPORTER

8

IT MANAGER

IT Manager Pain Points• “It's my job to make sure our solutions are

stable and secure”• “I don’t have time to design all the reports”• “I’d prefer not to have to refresh the ERP

data to get the reports up-to-date”

Management Reporter solution• Scalable, secure architecture

• SQL Server and IIS integration• Native 64-bit support• Windows authentication• Microsoft .NET Platform and C#

• Role and task based security

Demo - Security

10

REPORT DESIGNER

Report Designer Pain Points• “I wish it was easier to design new reports”• “When I update my chart of accounts, it’s

takes so long to re-design my financials”• “Our business dictates that managers only

have access to reports for their department or division”

Management Reporter solution• Familiar user interactive

• Customizable Navigation Pane, toolbars with familiar icons, undo/redo

• Designed for minimal report maintenance• Reusable building blocks, associations

• Flexible filtering capabilities• Flexible top-down analysis• Multisource consolidation

Demo – Report Designer

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REPORT VIEWER/CONSUMER

Report Viewer Pain Points• “I hate that I have reports in so many

locations”• “It’s hard to locate a previous version of a

financial statement”• “It’s not always easy to understand where

a balance on a report came from”

Management Reporter solution• Report Library

• Versioning, Folders, Export to Excel, Manage supporting documents

• Drill down

Demo – Report Library

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EXECUTIVE

Executive Pain Points• “I need a solution that will grow with my

business”• “My board expects my financials to have a

professional look”• “My department managers need

information at their fingertips”

Management Reporter solution• Professional looking reports

• Personalize with logos, images, custom page breaks, numbering, Negative numbers in red

• Multilanguage capabilities• Multiple distribution options• Consolidations

Demo – Enhanced Formatting

Analyze existing specification sets and companies in Microsoft FRx

WHERE DO I START?

Corporate Performance Management Roadmap

•Dynamics NAV integration

•Richer report viewing experience

•Drill back to Dynamics

•Comments• Instant Messenger integration

•More flexibility in report output types and locations where reports are stored, including SharePoint

•Scheduled reports

•Financial reporting enhancements

•Strategic and operational budgeting/forecasting enhancements

•Budget reporting

Management Reporter

Management Reporter

2012

Management Reporter

V3

Shipping 1H CY2012 2012+

•Financial Reporting

•Boardroom-quality reports without IT assistance

•Soft consolidations

• Integrations•Microsoft Dynamics GP

•Microsoft Dynamics AX

•Microsoft Dynamics SL

•Microsoft Forecaster

Management Reporter 2012 Preview

Feature Overview

Quick LinksCreated from description, calculation, and total lines automatically for users to quickly move to key areas of a report

Paging Move between pages and jump to first and last pages with ease

Enhanced Toolbar Easy discoverability on features available for viewers

Feature Overview

Drill to DynamicsDrill back on GL dataDrill back on budget data

Feature Overview

CommentsPer version of reportCopy comments from version to versionExport and print report with commentsIndicators to notify users of comments at current and subsequent levels of the report

Feature Overview

Lync IntegrationStart a conversation with contextShare link to report

Feature Overview

Quick ChartsChart rows or columns of dataPin to Fact PaneSaved with report

Corporate Performance Management Blog

Additional Resources

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Item Link

Management Reporter team blog http://blogs.msdn.com/b/dynamicscpm/

Training: Report Design in Management Reporter 2.0 for Microsoft Dynamics ERP

https://mbs.microsoft.com/customersource/training/trainingmaterials/student/course80255.htm?printpage=false&stext=management Reporter

What’s New in Management Reporter 2.0 for Microsoft Dynamics ERP  -- Training Snack

https://mbs.microsoft.com/partnersource/communities/training/trainingmaterials/student/snackls00172.htm?printpage=false

Management Reporter page on PartnerSource and CustomerSource – this page includes link to web seminars, documents and other resources

https://mbs.microsoft.com/Cms/Templates/site/UtilityPlus.aspx?NRMODE=Published&NRNODEGUID={DA1BC92D-5850-49F4-B351-250C06D6807E}&NRORIGINALURL=/partnersource/solutions/mgmtreporter/default&NRCACHEHINT=Guest&wa=wsignin1.0

 Management Reporter Downloads - System Requirements, Readme, Migrating

 http://www.microsoft.com/downloads/en/details.aspx?FamilyID=afcaa811-fd9e-4af3-ad48-3b41f9d05cff

Demo Reports for GP - item #6 in this link https://mbs.microsoft.com/customersource/downloads/servicepacks/mroverview.htm?printpage=false

Demo Reports for AX https://mbs.microsoft.com/customersource/documentation/howtodocuments/MSDYN_HowToMRDemoAX2009_en

Microsoft Forecaster Data Transfer Tool https://mbs.microsoft.com/customersource/downloads/servicepacks/fctool.htm?printpage=false&stext=Forecaster%20Budget%20Tool

Influence Financial Reporting and Budgeting Features!

http://Connect.Microsoft.com

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