Easily Distribute Reports with Management Reporter and Report Library

by | Updated August 17, 2018 | Dynamics GP, Management Reporter

Whether it’s cleaning the house or writing a blog, when I start working on something, I like to finish the task. When a process is too complicated or requires IT assistance, it becomes frustrating and time-consuming. That’s why Microsoft Dynamics GP’s Management Reporter (MR) is such a great application. It’s easy to use and allows your workers to quickly create and distribute reports such as financial statements, balance sheets, and cash flow.

Plus, once you set up a report, you can schedule it to run when you need it, whether that is daily, weekly, or monthly. (If cleaning my house were that easy, it would always be spotless.) Reports can be exported directly to Excel, giving you and your employees a familiar way to view the data. Through customization, you can determine which information each employee has the ability to view.

To share your reports, you can send them to SharePoint or distribute them through the centralized Report Library. During installation, a public folder is automatically created in the Report Library that you can use for documents that everyone on your team can view. Other folders can be created that limit access to the individuals you assign. Security settings can also be put into place that restrict the actions users can perform on specific folders. Along with your reports, additional supporting files can also be added to each folder, including word documents, excel spreadsheets or pdfs.

If you want more information on how to easily distribute reports with Management Reporter and Report Library, contact the experts at Stoneridge Software.

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