RPT05 - Introduction to Management Reporter

1. RPT05 - Introduction to Management Reporter Shiela Sogge and April Olson – Microsoft MSX Group

2. Corporate Performance Management Business Intelligence capability area that covers these core scenarios: • Planning, Budgeting • and Forecasting • Financial Reporting • Consolidations

3. Management Reporter • 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 • Boardroom-quality reports without IT assistance • Integration with Microsoft Dynamics ERP solutions

4. Everyone in your company will love Management Reporter 4

5. IT Manager • IT Manager Pain Points • “It's my job to make sure our solutions are stable and secure” • “I don’t have time to design all the reports” • “I’d prefer not to have to refresh the ERP data to get the reports up-to-date” • Management Reporter solution • Scalable, secure architecture • SQL Server and IIS integration • Native 64-bit support • Windows authentication • Microsoft .NET Platform and C# • Role and task based security 5

6. Demo - Security

7. Report Designer • Report Designer Pain Points • “I wish it was easier to design new reports” • “When I update my chart of accounts, it’s takes so long to re-design my financials” • “Our business dictates that managers only have access to reports for their department or division” • Management Reporter solution • Familiar user interactive • Customizable Navigation Pane, toolbars with familiar icons, undo/redo • Designed for minimal report maintenance • Reusable building blocks, associations • Flexible filtering capabilities • Flexible top-down analysis • Multisource consolidation 7

8. Demo – Report Designer

9. Report Viewer/Consumer • Report Viewer Pain Points • “I hate that I have reports in so many locations” • “It’s hard to locate a previous version of a financial statement” • “It’s not always easy to understand where a balance on a report came from” • Management Reporter solution • Report Library • Versioning, Folders, Export to Excel, Manage supporting documents • Drill down 9

10. Demo – Report Library

11. Executive • Executive Pain Points • “I need a solution that will grow with my business” • “My board expects my financials to have a professional look” • “My department managers need information at their fingertips” • Management Reporter solution • Professional looking reports • Personalize with logos, images, custom page breaks, numbering, Negative numbers in red • Multilanguage capabilities • Multiple distribution options 11

12. Demo – Enhanced Formatting

13. Transitioning From FRx Use a similar approach to report design Manage functionality differences with ease

14. Corporate Performance Management Roadmap Management Reporter FP1 Management Reporter FP2 Management Reporter V3 • Microsoft Dynamics AX integration • Microsoft Dynamics SL integration • Currency translation in Microsoft Dynamics GP • Microsoft Forecaster integration • Dynamics NAV integration • Interactive report viewer • Consolidate from other General Ledgers • Report distribution • Strategic and operational budgeting/forecasting • Budget reporting • Migration from Forecaster • Financial reporting enhancements 2H CY2010 1H CY2011 2012

15. Additional Resources Dynamics Corporate Performance Management blog on MSDN http://blogs.msdn.com/bi/dynamicscpm/ Microsoft Download Center Installation Guide Migration Guide Configuration Guide System Requirements 15 15

16. Training • Report Design in Management Reporter 2.0 for Microsoft Dynamics ERP • (Course #80255) • Training Materials and eLearning • What’s New in Management Reporter 2.0 for Microsoft Dynamics ERP • (Snack # LS00172) 16

17. Q&A