Management Reporter for Microsoft Dynamics ERP is an interactive reporting application that financial and business professionals can use to create, maintain, deploy, and view financial statements. It moves past traditional reporting constraints, and lets you enhance your creativity and helps you design a variety of reports efficiently. Communication is stream-lined with the use of interactive notes and instant messaging.

Management Reporter includes native dimension support. Account segments or dimensions are immediately available to select in Management Reporter and does not require additional tools or configuration.

For more information about Management Reporter and your Microsoft Dynamics ERP system, such as news, training, downloads and updates, demos, and additional documentation, go to CustomerSource.


The following components of Management Reporter provide ease of use to create, view, and schedule reports.

Management Reporter Component


Report Designer

Used to create report building blocks that are combined to define and generate a report. The report wizard guides less experienced users through the design process. Advanced users can create report building blocks from scratch or modify existing building blocks to meet their needs. For more information, see Report Designer interface .

Report Viewer

Used to organise and view reports and supporting files. It also stores the report library. For more information, see Report Viewer .

Report schedules

A user can schedule a single report or a group of reports to generate on a regular basis. For more information, see Schedule reports .

Management Reporter database

This SQL database stores the components, known as building blocks, which are used to generate reports. It also stores report definitions and previously generated reports.

Application service

Controls access to the data provider and provides connectivity to clients. For more information, see Client connections and user preferences .

Process service

Generates the reports that are created and queued by the Management Reporter client.

Information flow

The following illustration shows how Management Reporter fits into the flow of your financial information.

Overview flowchart

See Also