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Management Reporter: Tips and Tricks for Streamlined Report Distribution

If you are using Dynamics GP, SL or AX, chances are you have used Management Reporter to quickly and easily generate Profit and Loss (P&L) statements, balance sheets, and cash flow reports. But did you know that this interactive reporting application does much more?

We have found that our customers were often underutilizing this powerful tool, especially in managing and distributing reports. If you are exporting and emailing reports or running similar versions of the same report for multiple managers, attend this webinar to find out how to automate and streamline these manual processes.

Watch this webinar to learn how to set-up and take advantage of all the report distribution features this solution has to offer. We cover:

  • Setting up Users/Groups
  • Folder Permissions
  • Adding Security to the Reporting Tree
  • Turning on Security in the Report Catalog