My Company is new to MSDAX and Management Reporter. I have configured a number of operating report formats for the management team in MR. The problem I am having is getting to transaction information in the drill down that is meaningful. I added ATTR columns that I thought would bring some of this information in but it is lacking the critical information.
When we drill into an account and department for the month we can get down to the transaction level but the audit trail information available is only a date and description. This limited information doesn't provide a useful clue as to who charged this account, what it is was for, or why. The five W's are questions whose answers are considered basic in information-gathering or problem-solving.
If the transaction comes from a P.O. receipt I would expect to be able to reference the PO, the vendor and line information on the PO. If it is from AP similar information should be available. If is is from a customer transaction (such as a deduction) then I would like to drill to the customer, invoice and remittance date at a minimum. We are able to trace journal entries because there are only a limited number of them.
Everything I have read so far tells me AX comes up short in this area. To sell this reporting package and say it can drill down is a misnomer at best. What am I missing (besides all the critical details;)? Is there a way to get to these essential, critical details? So without the who, what, and why - the when and where don't matter.
