Managment Reporter 2012 is a major enhancement as mentioned previously in thsi blog series here is recap and some more information that emerged at Convergence.
One of the welcome changes involves the format account numbers -see diagram – you can now turn off the ‘+Account =’ description on a user-by-user basis.
Features added:
- Missing Account Analysis—this is similar Exception Reporting in FRx, although implemented in a different way.
- Headers for rolling forecasts— again similar to FRx
Drillback capability:
- Drill back works for either account or budget
- Drill to Dynamics icon: opens the voucher transaction screen on a selcted transaction
- Drill back in budgets to budget register – iew the Detail Inquiry screen on an account level then drill—all the way back to the source document
For AX2012:
- AX organizational hierarchies are available for use in MMR. A newly published organizational hierarchy appears in MMR, and you can use either it, or a reporting tree. The system picks a hierarchy based on the report date. Also use a hierarchy as starting point—save it as a reporting tree and edit it.
- Manage all users from inside AX .
Architecture change— A Datamart is available
The AX 2012 GL changed substantially from AX 2009.
- It doesn’t track summary GL balances.
- It no longer has a single transaction table. Instead it has 5 separate tables and these all have to be joined in order to get a number to add to the beginning balance in order to get a balance in an account.
- This is what MR is doing behind the scenes, and that is why it was slow on AX 2012 before Management Reporter 2012 was released
- The new datamart changes things significantly since MR will pull already calculated numbers from the datamart (which is simply an SQL database)
Report Distribution:
- Publish to Sharepoint or to a network share
- Email reports via Sharepoint alerts
- Email a link to a report from within Report Viewer
- Generate to multiple Report Library locations like Library/Finance, /Operations, /Sales and Related Report Link Locations for network shares
- Schedule either an individual report or a report group
- On a Sharepoint site, there are 3 options for opening a report—the Report Viewer, Excel, and XPS
- If you have the licenses for it, then install the Report Viewer for the optimum drilldown experience
Performance:
- Performance enhancements across the board on the engine
- Calculated rows are considerably faster
What else?:
- Company integration: import companies instead of creating those manually (everyone but the datamart implementations)
- Personalized & secure view of data in all output types (Viewer, Excel, XPS)
- Attach comments to important rows
- Chart a single row (or selected rows & columns)
- Instant Messenger icon on toolbar—launch IM client from within a report
- Page within a report with paging icons on the lower right
- Jump to key areas of a report with GoTo section at lower left
- An enhanced toolbar—it has an Export to Excel icon!
- Find a key value in a report such as an account description
Note:
- You need a viewer license for the Report Viewer
- NP rows do print in excel
- Row linking—
- Migrating from FRx—currently you must go to MMR v2 first, then to MMR 2012
- Side by side installations of MMR v2 and MMR 2012 do work
- Licensing is different from FRx—named Ax users instead of concurrent users
- Status quo: a Forecaster integration tool pushes Forecaster budget data into the ERP
