The inquiries and report in Dynamics GP for budgets are good but fairly limited in functionality. Fortunately, another range of Dynamics products is available for use to report on budgets.
This is the Management Reporter 2012 financial reporting product. With the Dynamics GP 2013 Starter Pack (the base licensing pack), an unlimited number of administrator, designer, generator, and viewer licenses are available.
Management Reporter allows for the reporting of multiple budgets for periods, ranges of periods, or YTD. In this section, we'll take a look at producing a fairly simple budget for the Sales division using the 2017 SALES budget created earlier.
Before producing the report, you will need a fully implemented installation of the latest version of Management Reporter 2012 (at time of writing, this is Rollup 6). You also need security access to Management Reporter and a basic understanding of the reporting product.
We are going to cover a fairly simple report...