CAL Business Solutions Team
CAL Business Solutions
 
 

Mgmt Reporter/FRx Tips

Dynamics GP Tip: Add Management Reporter Shortcut to Financial Reports Menu

In later versions of Dynamics GP, Management Reporter is no longer listed under the Reports Section in the Dynamics GP Financial Page.  You can, however, follow these steps to add it as an external shortcut. Creating external shortcuts You can create shortcuts to external tasks by using the Add External Shortcut window. To create an […]

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Alert: New System Requirements for Dynamics GP Management Reporter

It has come to our attention that Microsoft has changed the system requirements for Management Reporter Process service. We have deployed many Management Reporter installations with Data Mart connector since it offers several features not available in the Dynamics GP Legacy connector. The OLD information on our website for Management Reporter Data Mart requirements, as […]

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FRx Tip for Dynamics GP: Catalog Queued Successfully

Although FRx is no longer used in the newer versions of Microsoft Dynamics GP, there are still many companies out there that continue to rely on it in older versions. And we continue to support them. Here is a recent support question and the resolution.

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Goodbye FRx: The New Way to Distribute Management Reporter Reports for Microsoft Dynamics GP

Now that Management Reporter (MR) has replaced FRx for Microsoft Dynamics GP, you have to distribute reports a little differently. With FRx you used to be able to put an email on the security tree, which you can’t do anymore. You can put the user on the tree so that they only see the parts […]

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Management Reporter Tip: How to Maintain Login and Default Company Settings Between Sessions

Do you find that each time you log into Management Reporter on Terminal Server or Citrix, you need to re-enter your login and default company?  The reason those are lost between sessions is that their user profiles are set up to delete temporary files and folders on exit.  This unfortunately is where Management Reporter coders […]

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Microsoft Dynamics GP Tip: Using the Account Rollup Inquiry Screen to Summarize GL Activity

Download and Print: Using the Account Rollup Inquiry Screen to Summarize GL Activity Creating an Account Rollup Inquiry option Use the Account Rollup Inquiry Options window to define the segment ranges and types of information you want to view in the Account Rollup Inquiry window. This is a nice companion feature to use with Accounts […]

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Microsoft Dynamics GP Tip: FRx Linked to an External Excel Spreadsheet

Download and Print: FRx Linked to an External Spreadsheet This example is available in FRx sample data:  IS_Dynamics_WKS We are going to go through how to create a link to an external worksheet (used when each row links externally). In this exercise we will be using the /CPO (current Period Offset) which means Your spreadsheet […]

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