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No Need to Fear Management Reporter

Occasionally, we receive emails from concerned clients who have heard about FRx being phased out—and there is some concern about the need to migrate to Management Reporter (MR). It sounds like MR is completely different than FRx, but many of the core concepts, e.g., rows, columns, trees, are nearly identical.

Let’s start with some basic questions/concerns:

  • Do I lose all of my reports in FRx?
    Fortunately, no! There is a migration concept, although there are some items that don’t migrate because they have to be configured directly in MR, e.g., company settings, security.
  • Can MR handle multicurrency/currency translation?
    Yes! And it is nicely integrated to the Dynamics GP multicurrency module.
  • Can I report on my Forecaster data?
    Yes! Use the Forecaster Budget Import tool (available with your Forecaster licensing) to import your budget to GP, and then pull it to MR. Many users employ this process and already may be using it to report on Forecaster data in FRx.
  • Can I drill down, use trees and export to Excel with analytical accounting?
    Yes! Many of the same capabilities exist in MR and FRx. If you have specific concerns, you can email gpsupport@bkd.com to discuss.

Of course, there are numerous blog posts about Management Reporter functionality. So we’ll just share some screenshots for those who are skeptical to illustrate how similar the core MR concepts are to FRx.

First, let’s start with rows.  Here is a sample row in MR:

A lot of similiarity, right? Row Code, Description, Format Code and Related Formulas/Rows/Units. One change you may notice to the far right is the Link to GL is replaced with the Link to Financial Dimensions—same concept, only more generic. So in that column, it identifies the segment before the value, e.g., Account.

What about columns? Here is a sample column in MR:

Same header lines and same concepts of Column Type, Book Code, Fiscal Year and Period. The column type to pull from the GL has changed to FD, for Amount from Financial Dimensions. When you select FD, the book code, fiscal year and period columns default similarly to FRx. And the concept of BASE (the period the report is being generated for) has not changed. Periods Covered changes the terms but not the meaning. PERIODIC is the old CUR (reporting on Current Period activity), while YTD has stayed the same.

What about Trees? Well, here you go:

Not much to see here; it is very similar to FRx. I should note the lack of email addresses, as this is something MR does not do at this time (although it is slated for future enhancement).

Last but not least are Report Definitions, which have replaced Report Catalogs.

These are a little different in appearance, but they include similar concepts, such as the detail level, building blocks, based period, base year and default base period.

We hope this will provide a bit more comfort for you. The leap to Management Reporter does not need to be painful.

For more information on migrating from FRx to Management Reporter, please contact our Microsoft Dynamics GP support center at gpsupport@bkd.com.

This post was written by:

Christina, a member of the BKD Technologies Microsoft Dynamics GP team, has more than 10 years of experience in implementation and training for Microsoft Dynamics GP software, including Forecaster, FRx/Management Reporter, Human Resources and Payroll and Project Accounting. She is a Microsoft Certified Trainer and won the Top Instructor Award for Microsoft Dynamics GP in 2008 and 2009.

4 Responses to “No Need to Fear Management Reporter”

  1. avatar Mike says:

    Where can I find the instractions to import the reports from Frx?
    Thank you

  2. avatar Doug says:

    Hi Cristina,

    I know this is an old post, but thought I’d see if you were active. We are considering replacing FRx with MR, but despite days…weeks of searching…I cannot find a way to calculate Currency Translation Adjustment without just suing the rounding plug. We used to be able to say translate P&L at both AVG and SPOT and take the difference as the CTA for P&L, bit this is no longer possible as each account is tagged to one, and only one, translation type.

    thx,
    Doug

    • avatar Christina Phillips says:

      To my knowledge, Doug, there are still some gaps regarding multicurrency- specifically the ability (as you point out) to translate different ways. I would suggest posting out on the community site, or sitting down with your partner to go through your specific situation to see if there is a decent workaround to be had.

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