Management Reporter: The Next Generation of Financial Reporting

Overview Microsoft Management ReporterKey features and functionalityDemosTransitioning from Microsoft FRxManagement Reporter Roadmap

2

Management Reporter

3

Boardroom-quality reports without IT assistanceIntegration with Microsoft Dynamics ERP solutions

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.

Benefits of Management Reporter for UsersEasy Transition from FRxDimension FlexibilityFormatting Enhancements

Logos & Images in Headers and FootersPage Breaks in Columns

OrganizationFolders for Storing TemplatesReport Library for Generated Reports and External Files

UndoXBRLNew 64 Bit Code Base and Architecture (C# and .Net)

SQL Server and IISReport Processing on Server (not local machines)Improved Multi-User EnvironmentActive Directory

5

Key Features and Functionality

MR V2*SimplifiedReporting

MR V2*Enterprise Architectur

e

MR V2*Familiar

User Interface

MR V2*Powerful Analytic

Capabilities

MR V2*Enhanced

Presentation Tools

Enterprise Architecture

6

Deploy a robust platform and help protect financial data

SQL Server and IIS integration

Native 64-bit support

Windows authentication

Microsoft .NET Platform and C#

Familiar User Interface

7

Get people up and running quickly with less training

Customizable Navigation Pane

Toolbars with familiar icons

Look & feel of Microsoft WindowsMultilanguage capabilities

Report Wizard

DEMO

Enhanced Presentation Tools

13

Create professional reports quickly and easily

Personalize with logos, images

Custom page breaks, numberingNegative numbers in red

Multiple distribution options

Enhanced report formatting features

DEMO

Powerful Analytic Capabilities

15

Use native dimension support to get real-time results

Enhances XBRL capabilities

Flexible filtering capabilities

Flexible top-down analysis

Multisource consolidation

Dimension flexibility

Microsoft Excel integration

XBRL

SecurityDEMO

Simplified Reporting

17

Easily mix and match data to generate custom reports

No need for IT assistance

Reusable building blocks

Report Library

Undo / redo

Report Viewer with drilldown

Report library

Report Designer organization features

DEMO

Transitioning From FRx

19

MR V2*Simplify data migration

with a step-by-step wizard

MR V2*Use a similar approach to

report design

MR V2*Manage

functionalitydifferences with

ease

Top

5 re

ason

s to

upgr

adeTransition quickly

and easilyCustomize existing reportsIncrease productivity and effectivenessEnhance performance and stabilityHelp protect financial data

Overcoming the GapsCurrency Translation - GP 2010 Feature PackForecaster Integration - Transfer tool to move Forecaster data into the GLRow linking

Use dimension sets to handle exceptions that cannot be accommodated by using ranges and wildcards.Create multiple dimension links in a single row format. This method works for consolidations and situations in which row definitions are similar and dimension codes are different.

WebPort Report LibraryExport reports to Microsoft Excel and upload to SharePoint Library

Email – Export reports to Microsoft Excel and attach files to emailReport Manager - Report Library with folder structure and external files

Management Reporter

1H CY2010

Management Reporter

Management Reporter 2012+

Corporate Performance Management Roadmap

• Financial reporting

• Soft consolidations

• Microsoft Dynamics GP integration

• Microsoft Dynamics AX & Microsoft Dynamics SL integration

• Currency translation in Microsoft Dynamics GP

• Microsoft Forecaster integration

• Strategic and operational budgeting

• Budget reporting

• Financial reporting enhancements

• Additional financial reporting, budgeting, and forecasting scenarios

• Microsoft Dynamics NAV integration

• Bi-directional text• Report scheduling• Interactive report

viewer• Drill to Microsoft

Dynamics

2H CY2010

2012Feature Pack 1

1H CY2011

Feature Pack 2