• Microsoft is slowly phasing out FRx, and will be replaced by Management Reporter

• FRx will be supported for the remainder of the current SL, GP, AX, NAV lifecycles

• FRx will NOT be available in new releases of SL, GP, AX, NAV

• Management Reporter for Microsoft Dynamics ERP is designed to help users create

financial reports that can be tailored to meet the needs of any company.

• Designed by accountants for accountants, Management Reporter empowers finance

professionals to create high-volume, presentation-quality reports in minutes.

• The report wizard makes it easy to design, store, and generate reports from reusable

building blocks that contain row, column, and tree definitions, which eliminates the need

to re-create common scenarios each reporting period.

• Management Reporter 2012 integrates with the following Microsoft Dynamics ERPs:

• Management Reporter will only work with Microsoft Dynamics ERP.

Microsoft Dynamics AX 2009

Microsoft Dynamics AX 2012

Microsoft Dynamics GP 2010

Microsoft Dynamics GP 2013

Microsoft Dynamics NAV 2009 R2

Microsoft Dynamics SL 2011

Microsoft Dynamics SL 2015

An installation of Management Reporter consists of:

• Server

• Database

• Data provider that connects to a Microsoft Dynamics ERP database

• At least one client computer

These components can be installed on machines arranged in a variety of topologies,

but all elements must be installed for the application to run.

Server components for Management Reporter store information for reports and control access to the report

data. The server components consist of:

Application service: Controls access to Management Reporter data and provides connectivity to client

computers.

Process service: Generates reports and runs report schedules that are created by the Management

Reporter client components. This service also runs the data mart integrations for Microsoft Dynamics ERP

systems.

Management Reporter database: Stores the report building blocks, reports available to be generated,

and historical reports. During installation, a new database can be created or Management Reporter can

be connected to an existing database.

Datamart database: Contains General ledger data that is copied from the Microsoft Dynamics ERP

database to aid in generating reports for Management Reporter 2012. This is installed only for data mart

integrations.

The Management Reporter client components communicate with the server components, which performs

most of the report processing for your Microsoft Dynamics ERP system. You can manage, view, analyze, print,

or export reports from within the client. The client components consist of:

Report Designer: Designs reports with Microsoft Dynamics ERP data, schedules reports, and generates

reports with up-to-date financial data.

Desktop Viewer: Displays the reports that are generated in Report Designer in a read-only format, and stores

the reports in a report library.

Web Viewer: Displays the reports that are generated in Report Designer in a web browser. The reports are in

a read-only format.

Note: The Management Reporter client components do not have to be installed on the same computer as the

Management Reporter server components, but you must be connected to a computer that has the server

components.

• Management Reporter uses the same approach to report design that exists in FRx, and combines this with a

robust architecture and an improved user interface that is familiar and more consistent with other Microsoft

applications.

• You’ll appreciate the performance, stability, and new features that Management Reporter delivers. Here are

some of the key enhancements:

- New code & architecture w/ 64-bit support

- Enhanced & Improved stability

- Improved performance

- SQL server

- Improved multi-user environment

- Active directory

- Report library, report viewer

- Undo feature!

- Greater report creation flexibility

- Increased customized formatting

- Organization by folders

- XBRL support

MR functionality goes beyond what FRx offers by including:

• Direct integrations to ERP general ledger

• Reusable building blocks of Report, Row, Column and Tree definitions

• A Report Library where reports can be secured

• Enhanced Collaboration and sharing

• Easier to configure companies

Terminology changes

FRx MR

Specification set Building Block

Row Format Row Definition

Column Layout Column Definition

Reporting Tree Reporting Tree Definition

Drill Down Viewer Report Viewer

Link to GL Link to Financial Dimensions

Account Set Dimension Set

Will Management Reporter include features and functionality from FRx?

• Although the functionality gaps between FRx and Management Reporter are minimal,

Microsoft Dynamics will continue to focus Management Reporter on the features and

capabilities that customers need most.

• This includes covering the most common usage scenarios with similar features between

FRx and Management Reporter.

Yes!

12

By upgrading to Management Reporter, you can:

• Improve performance and stability: Take advantage of a proven business intelligence (BI)

architecture from Microsoft and the centralized database storage of Microsoft SQL Server so that

you can focus on your job while data, formats, and reports are hosted and stored securely.

• Increase productivity and effectiveness: Generate, view, and distribute reports in the centralized

Report Library, which helps people get the information they need to quickly analyze data and make

informed decisions.

• Transition easily: Use the Management Reporter Migration Wizard to quickly move your report

definitions from FRx and maintain formatting.

• Customize existing reports: Use new customization features to modify migrated reports with the

familiar, yet enhanced look and feel of FRx.

• Greater Report design flexibility: When you create reports, you can create various dimension

combinations and reuse them between different reports. You can also control how dimension

descriptions are formatted and displayed, and format headers for rolling forecasts. Before you generate a

report, you can run a missing account analysis to quickly identify accounts and dimensions that have

been omitted from report building blocks.

• Increased Financial report collaboration: Report scheduling options help you automatically generate

reports on a daily, weekly, monthly, or annual basis. Enhanced report distribution options allow you to

publish to Microsoft Excel® worksheets and the read-only .XPS report format. Microsoft SharePoint® is

also supported. Enhanced security options for reports are also available.

• Interactive report viewing: Desktop Viewer has enhanced options for viewing and analyzing reports

that have been generated, add comments to generated reports, create charts based on report data, and

quickly search report data for specific information.

• Deeper Microsoft Dynamics ERP integration: You can select data in a report and view the original

data in the Microsoft Dynamics ERP database, based on the company, account, and period that is

defined in the report. Management Reporter also helps you display or filter on properties of

dimensions and transactions to design more precise financial reports.

• Help protect financial data: Leverage the enhanced security of Management Reporter to help

protect sensitive data and business information.

• Lower total cost of ownership (TCO): Pricing and licensing costs for Management Reporter are

designed to make upgrading from FRx as easy as possible.

I. Management Reporter Designer Users are included in each AM and BE Edition Full Access User for

no additional charge.

II. Management Reporter Designer Users are available a la carte to AM, BE, PRO and STD Edition

customers.

III. Also, upgrading to Management Reporter positions you to achieve an increasingly higher ROI as

Microsoft adds functionality such as budgeting and forecasting in future releases.

Are FRx data and reports easy to migrate to Management Reporter?

1. The Management Reporter Migration Wizard makes it quick and easy to migrate report

definition data from FRx to Management Reporter.

2. First is the actual data migration, where Rows, Columns, Trees, font styles, and lists of

companies are transitioned over. This is a migration and conversion process, because

all FRx data is copied to the Management Reporter database, where it is converted to

the dimension-based system of Management Reporter.

3. Next is the validation process. Validation by the Implementation team consists of

evaluating each building block to ensure it meets all the necessary formatting

requirements in Management Reporter.

Yes!

Validation will help you:

• Ensure proper formatting of your reports.

• Save time by validating before report generation.

• Automatically prevent invalid formulas because it requires you to validate

and save building blocks as you go.

Side note – If you decide to continue with FRx, on a Microsoft Dynamics ERP version

which allows it, you can migrate to MR at any point..the decision is yours!

Management Reporter Demo!

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