This training provides individuals with the knowledge and skills to build basic and advanced financial statements using Management Reporter.

1. Appendix A
A-1
APPENDIX A
Objectives
The objectives are:
• Explore the Report Wizard
• Explore using Special Characters with defining Dimensions
Introduction
This appendix supplies supplemental information for users of Management
Reporter 2.0 for Microsoft Dynamics®
ERP.
The following topics are included:
• Using Report Wizard
• Dimension values and Special Characters
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2. Report Design in Management Reporter 2.0 for Microsoft Dynamics®
ERP
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Report Wizard
Report Wizard is a step-by-step process to create basic reports. Report Wizard is
accessed from the Welcome page or on the Tools menu.
Getting Started
The first step in the Management Reporter Report Wizard prompts the user to
select from five predefined report templates. After you select the template, a
related actual and, if required, budget scenario is selected as the source of the
report data. The scenario forms the basis of the column definition that is included
in the completed report.
FIGURE 18.1 GETTING STARTED
NOTE: Additional steps in the wizard are displayed in relation to the type of report
selected.
Define Sections
In Balance Sheet or Income Statement reports, the second step of the wizard
prompts users to choose report sections and the related accounts. This
information is displayed in the row definition that is being created.
HINT: Use the Ctrl or Shift keys to select multiple accounts.
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3. Appendix A
A-3
NOTE: Report section options are related to the type of report being defined. Although
the section options are predefined, the text that displays in the completed report can be
edited in the next step of the wizard.
FIGURE 18.2 DEFINE SECTIONS
Edit Sections
Sections and accounts defined for Balance Sheet or Income Statement reports can
be edited in the Edit Sections step of the wizard. Notice that each section displays
a related total row. Total rows are also added for items such as Gross Margin,
Net Income (Loss), Total Assets, and Total Liabilities and Equity. Place the
cursor over a total row to display a brief explanation of its contents in the
completed report.
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4. Report Design in Management Reporter 2.0 for Microsoft Dynamics®
ERP
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The order of sections and accounts is changed by the Move Up and Move Down
buttons, while descriptions are changed by double-clicking the desired item.
FIGURE 18.3 EDIT SECTIONS
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5. Appendix A
A-5
Preview Report
In the Preview Report step of the wizard, users have the option to add shading to
the total lines.
FIGURE 18.4 PREVIEW REPORT
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6. Report Design in Management Reporter 2.0 for Microsoft Dynamics®
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Choose Structure
All report types display the Choose Structure step of the wizard. In this step,
users choose to either define a single report that summarizes data for the entire
company or define multiple reports based any dimensions. When users choose to
define multiple reports, the wizard creates a reporting tree definition.
FIGURE 18.5 CHOOSE STRUCTURE
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7. Appendix A
A-7
Name Report
The next step of the wizard is to define a name, description, and if desired,
reporting period for the generated report. By default, the report date is set to pull
data from the period before the current operating system date. However, once
the wizard is finished, users can choose from all date options available within the
report definition.
FIGURE 18.6 NAME REPORT
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8. Report Design in Management Reporter 2.0 for Microsoft Dynamics®
ERP
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Complete Wizard
The final step of the wizard displays the options selected in the previous steps
and the related building blocks being created for the report. Users can click Back
to make changes or Finish to complete the wizard.
FIGURE 18.7 COMPLETE WIZARD
The completed report definition displays in Report Designer, where
modifications can be made to the design through the associated building blocks.
If the generate report option is selected in the Name Report step of the wizard,
the completed report is opened in Report Viewer.
Dimensions and Special Characters
Management Reporter allows users to define the logical positioning and lengths
for dimensions in each building block. Management Reporter supports the use of
special characters as a way to identify multiple dimension values without naming
each item individually.
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9. Appendix A
A-9
The following table describes the characters that are supported for specifying
segment and dimension values.
Character Function for Row Definitions Function for Reporting Tree
Definitions
Ampersand
(&)
In the Dimensions row of the
Insert Rows from Dimensions
dialog box, identifies the
dimension from which to bring
values into the row definition.
These values become the basis of
the rows in the generated report.
Ampersands are typically used for
the natural segment or the account
dimension.
No function.
Number
sign (#)
In the Dimensions row of the
Insert Rows from Dimensions
dialog box, identifies the
dimension to ignore when users
bring values into the row
definition.
Number signs are typically used
for the responsibility dimensions.
No function.
Plus sign
(+)
No function. In the Character position area
of the Insert Reporting Units
from Dimensions dialog box,
identifies the dimensions from
which to bring values into the
reporting tree. These values
become the reporting units in
the tree.
Digits (0-9) In the Dimension Range Start
and Dimension Range End rows
of the Insert Rows from
Dimensions dialog box, identify
the first and last dimension values
to bring into the row definition.
In the From Dimension and To
Dimension columns of the
Insert Reporting Units from
Dimensions dialog box, identify
the first and last dimension
values to bring into the reporting
tree definition.
In the Dimension column of a
reporting tree definition,
identify the dimension value to
include in each reporting unit.
Letters (a-z,
A-Z)
Functions in the same manner as
digits.
Functions in the same manner as
digits.
Question
mark (?)
A placeholder for a single
character or dimension value. Also
known as a wildcard.
Same as the row definition.
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10. Report Design in Management Reporter 2.0 for Microsoft Dynamics®
ERP
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Character Function for Row Definitions Function for Reporting Tree
Definitions
Asterisk (*) A placeholder for one or more
characters in a dimension value.
Also known as a wildcard.
Same as the row definition.
Summary
This appendix supplies supplemental information for users of Management
Reporter. The use of the Report Wizard and how dimension values are related to
the use of special characters were discussed.
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