- Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013
- Mark Polino
- 273字
- 2021-07-27 18:15:06
Management Reporter
Management Reporter is a financial reporting solution designed to work with all of Microsoft's Dynamics products, including Dynamics GP 2013. As of now, Management Reporter 2012 is the current release.
Management Reporter reports are typically created as part of the implementation of Dynamics GP. The creation of Management Reporter reports is outside the scope of this book, but once they've been built, it's very easy to send these reports to Excel.
The process looks like this:
- Open Management Reporter and run a report, displaying it on the screen.
- Select File | Export | Microsoft Excel (.xlsx):
- Select the elements to export to Excel and click OK:
The export options are divided into a couple of major categories:
- Export range options control what level of financial information is sent to Microsoft Excel.
- Report Type controls the level of detail pushed to Excel.
- Comments controls whether or not comments are included in the export.
- The Microsoft Excel options section controls how the data is sent to Excel and include things such as including or excluding headers and footers.
Note
When exporting to Excel, Management Reporter exports report headers and footers to the header and footer sections respectively in Excel. It does not send headers and footers to cells. In Excel 2013, selecting Page Layout | Print Titles | Header/Footer will let you access the exported headers.
Also, Management Reporter doesn't export formulas to Excel, only values. So the total fields that are exported to Excel will not update if you change any of the numbers in the Excel worksheet. This may change in the future, but for now, you can only export values.