Ing Industrial

Microsoft Dynamics® AX 2012:

Management reporter for microsoft dynamics® erp

December 2012
Version 1.2


Contents
Table of contents
Management Reporter demonstration 3
Introduction 3
Audience 3
Scenario 3
Problems this demo addresses 3
Key pains this demonstration addresses 4
Key benefits and solutions 4
Key competitive points 4
Demo preset configuration 4Before you begin 5
Demo overview 5
Demo 1: Building block overview 5
Demo 2: Report Wizard 9
Conclusion 15
Disclaimer 16

Management Reporter demonstration
Introduction |
Management Reporter for Microsoft Dynamics ERP enables the creation of cost-effective, high-quality reports in minutes—without any help from your IT department. The script familiarizes the audience with thedifferent ways to create reports without deep technical knowledge from the users. The main objective of this demo script is to provide an overview of Management Reporter and demonstrates the flexibility and ease in creating reports for accounting personas. AudienceThe demonstration in this document should be used to show the value of Management Reporter to a business decision maker (BDM) and accountingpersonas. The following role examples represent key decision makers, selection process personnel, and influencers and/or evaluators: * CFO (Sara) – Sara develops the financial plan and goals for the company and continuously monitors performance against them. Others rely on her to assess the financial viability of opportunities. Sara relies on Brad, Ken, Phyllis, and Theresa to provide her withthe information she needs for business insight. * Budget Manager / Analyst (Brad) – Brad manages the budget process through project planning, data analysis, and regular meetings with department heads. * Controller (Ken) – Ken tracks the departments' financial goals and continually improves processes to achieve financial goals. He proposes and helps implement changes to optimize performance. Hemay approve documents and payments. * Accouting Manager (Phyllis) – Phyllis manages the accounting department by processing general ledger transactions, reviewing and approving transactions, and reviewing aging reports. She also ensures that her team accurately completes financial procedures on time.Scenario This demonstration walks the user through the following: * An introduction toManagement Reporter and the concept of building block based reports * How to create a report using the Report WizardProblems this demo addressesMost users of financial data do not feel comfortable using complicated tools where they need to know table names or complex formulas. Users can get up and running quickly with a familiar interface based on Microsoft Office. Key pains this demonstrationaddressesThis demonstration shows how Management Reporter for Microsoft Dynamics ERP can help address pain points that business users of a business application might experience. Business user | Key pains Microsoft Dynamics AX 2012 helps to address |
Ken
(Controller) | * “I need to be able to get started and create reports quickly without lengthy training on the application.” |
Phyllis (AccountingManager) | * “I need several iterations of the same report to show different views of the same data without causing a maintenance nightmare.” |
|
Key benefits and solutions * Reusable building blocks * Familiar, easy-to-use interface * Report Wizard to walk the user through report creationKey competitive points * Powerful presentation tools – Easily customize reports with theability to add company logos or images to the header/footer. Modify column page breaks and page settings to change the order of printed data. View negative numbers in red to highlight key metrics that are underperforming. * Report Library – Generate, store, and view all reports in a centralized location with folders. Secure reports and external files at the report level, version level, or on a...