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Moving from AX, GP or SL to Microsoft Dynamics 365 and missing your financial statements? Not sure how to find Management Reporter? Don't worry. It's there, but not exactly like you are expecting.

Dynamics 365 has all of your financial statements under General Ledger>Reports>Financial Reports. All of your generated statements will be listed and any of these can be generated again for any month and any year. This is very similar to Management Reporter's web viewer option. Do not look for Management Reporter's Report Viewer though. This application is no more. The only option for displaying generated reports is the 365 browser window. You can export and print the reports, but the 365 browser is the default and only viewer for all of you financial statements.

What about Management Reporter Report Designer? It is still there, Microsoft just dropped the name "Management Reporter" and just calls it Report Designer. The functionality is pretty much the same as Management Reporter's Report Designer with a few exceptions. For instance, 365's financial reports cannot link to Excel spreadsheets; but you will still find the familiar Row Definitions, Column Definitions, Reporting Tree Definitions and Report Definitions. 

Looking for training classes on Dynamics 365 Financial Reporter? See our list of classes at https://msxgroup.com/register/

Need help with your own installation of Dynamics 365 and your financial statements? Email me at Noah.Moseley@MSXGroup.com. I'll be glad to help.

Have a great day.

Noah C. Moseley
MSX Group Senior Consultant and Certified Instructor

Email me if you need help installing, implementing or just need training on Microsoft Forecaster, Management Reporter or FRx. Plus, Prospero for Financial Reporting and Budgeting is now available. See our introductory video at http://msxgroup.com/prospero_video_introduction

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