{"id":2676,"date":"2025-04-15T09:26:00","date_gmt":"2025-04-15T09:26:00","guid":{"rendered":"https:\/\/cssi.com\/gp\/?p=2676"},"modified":"2025-03-28T20:29:58","modified_gmt":"2025-03-28T20:29:58","slug":"add-shortcut-to-management-reporter-to-gp-financial-reports-menu","status":"publish","type":"post","link":"https:\/\/cssi.com\/gp\/2025\/03\/28\/how-to-add-a-shortcut-to-management-reporter-to-the-financial-reports-menu-in-gp\/","title":{"rendered":"How to Add a Shortcut to Management Reporter to the Financial Reports Menu in GP"},"content":{"rendered":"\n

Create a Financial Reports Shortcut in GP<\/h2>\n\n\n\n

Are you looking to streamline your workflow in Dynamics GP? Adding a Management Reporter shortcut to your Financial Reports menu will allow you to launch the Report Designer from with Dynamics GP. Follow these steps to create the shortcut.<\/p>\n\n\n\n

Click on the Home tab in the Navigation List. Then go to the left side of the screen and right-click to open a shortcut menu. From the menu select Add > Add External Shortcut. This will open the Add External Shortcut Window.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

On the Add External Shortcut Menu enter a name for your shortcut. Then, on the command line, browse to the executable that will launch Report Designer. In a default installation the path is: C:\\Program Files\\Microsoft Dynamics ERP\\Management Reporter\\2.1\\Client\\ReportDesigner.exe. Click Done after the path has been added.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

The new Management Reporter shortcut will now appear under Report Shortcuts. Simply click the Management Reporter shortcut and it will launch Management Reporter, allowing you to generate your financial reports quickly and easily.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Looking for Dynamics GP Support or Upgrade Help?<\/h2>\n\n\n\n

CSSI can help you with your next GP upgrade, as well as providing technical support and training for your team. Please contact us for help.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Create a Financial Reports Shortcut in GP Are you looking to streamline your workflow in Dynamics GP? Adding a Management Reporter shortcut to your Financial Reports menu will allow you to launch the Report Designer from with Dynamics GP. Follow these steps to create the shortcut. Click on the Home.<\/p>\n","protected":false},"author":4,"featured_media":2677,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"categories":[8],"tags":[39,229,144],"class_list":["post-2676","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","tag-gp","tag-gp-tips","tag-microsoft-dynamics"],"acf":[],"yoast_head":"\nHow to Add a Shortcut to Management Reporter to the Financial Reports Menu in GP - Dynamics GP Support in PA - CSSI Technologies LLC<\/title>\n<meta name=\"description\" content=\"Adding a Management Reporter shortcut to your Financial Reports menu will allow you to launch the Report Designer from with Dynamics GP.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cssi.com\/gp\/2025\/03\/28\/how-to-add-a-shortcut-to-management-reporter-to-the-financial-reports-menu-in-gp\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Add a Shortcut to Management Reporter to the Financial Reports Menu in GP - Dynamics GP Support in PA - CSSI Technologies LLC\" \/>\n<meta property=\"og:description\" content=\"Adding a Management Reporter shortcut to your Financial Reports menu will allow you to launch the Report Designer from with Dynamics GP.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/cssi.com\/gp\/2025\/03\/28\/how-to-add-a-shortcut-to-management-reporter-to-the-financial-reports-menu-in-gp\/\" \/>\n<meta property=\"og:site_name\" content=\"Dynamics GP Support in PA - CSSI Technologies LLC\" \/>\n<meta property=\"article:published_time\" content=\"2025-04-15T09:26:00+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cssi.com\/gp\/wp-content\/uploads\/sites\/2\/2025\/03\/Financial-Reports-menu-shortcut-in-GP.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1500\" \/>\n\t<meta property=\"og:image:height\" content=\"1000\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"jtosolt\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@jtosolt@cssi.com\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"jtosolt\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/cssi.com\\\/gp\\\/2025\\\/03\\\/28\\\/how-to-add-a-shortcut-to-management-reporter-to-the-financial-reports-menu-in-gp\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/cssi.com\\\/gp\\\/2025\\\/03\\\/28\\\/how-to-add-a-shortcut-to-management-reporter-to-the-financial-reports-menu-in-gp\\\/\"},\"author\":{\"name\":\"jtosolt\",\"@id\":\"https:\\\/\\\/cssi.com\\\/gp\\\/#\\\/schema\\\/person\\\/2af2cbcbd389a279188e6b4608ddb4db\"},\"headline\":\"How to Add a Shortcut to Management Reporter to the Financial Reports Menu in GP\",\"datePublished\":\"2025-04-15T09:26:00+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/cssi.com\\\/gp\\\/2025\\\/03\\\/28\\\/how-to-add-a-shortcut-to-management-reporter-to-the-financial-reports-menu-in-gp\\\/\"},\"wordCount\":221,\"commentCount\":0,\"image\":{\"@id\":\"https:\\\/\\\/cssi.com\\\/gp\\\/2025\\\/03\\\/28\\\/how-to-add-a-shortcut-to-management-reporter-to-the-financial-reports-menu-in-gp\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/cssi.com\\\/gp\\\/wp-content\\\/uploads\\\/sites\\\/2\\\/2025\\\/03\\\/Financial-Reports-menu-shortcut-in-GP.jpg\",\"keywords\":[\"gp\",\"gp tips\",\"microsoft dynamics\"],\"articleSection\":[\"blog\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/cssi.com\\\/gp\\\/2025\\\/03\\\/28\\\/how-to-add-a-shortcut-to-management-reporter-to-the-financial-reports-menu-in-gp\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/cssi.com\\\/gp\\\/2025\\\/03\\\/28\\\/how-to-add-a-shortcut-to-management-reporter-to-the-financial-reports-menu-in-gp\\\/\",\"url\":\"https:\\\/\\\/cssi.com\\\/gp\\\/2025\\\/03\\\/28\\\/how-to-add-a-shortcut-to-management-reporter-to-the-financial-reports-menu-in-gp\\\/\",\"name\":\"How to Add a Shortcut to Management Reporter to the Financial Reports Menu in GP - Dynamics GP Support in PA - CSSI Technologies LLC\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/cssi.com\\\/gp\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/cssi.com\\\/gp\\\/2025\\\/03\\\/28\\\/how-to-add-a-shortcut-to-management-reporter-to-the-financial-reports-menu-in-gp\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/cssi.com\\\/gp\\\/2025\\\/03\\\/28\\\/how-to-add-a-shortcut-to-management-reporter-to-the-financial-reports-menu-in-gp\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/cssi.com\\\/gp\\\/wp-content\\\/uploads\\\/sites\\\/2\\\/2025\\\/03\\\/Financial-Reports-menu-shortcut-in-GP.jpg\",\"datePublished\":\"2025-04-15T09:26:00+00:00\",\"author\":{\"@id\":\"https:\\\/\\\/cssi.com\\\/gp\\\/#\\\/schema\\\/person\\\/2af2cbcbd389a279188e6b4608ddb4db\"},\"description\":\"Adding a Management Reporter shortcut to your Financial Reports menu will allow you to launch the Report Designer from with Dynamics GP.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/cssi.com\\\/gp\\\/2025\\\/03\\\/28\\\/how-to-add-a-shortcut-to-management-reporter-to-the-financial-reports-menu-in-gp\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/cssi.com\\\/gp\\\/2025\\\/03\\\/28\\\/how-to-add-a-shortcut-to-management-reporter-to-the-financial-reports-menu-in-gp\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/cssi.com\\\/gp\\\/2025\\\/03\\\/28\\\/how-to-add-a-shortcut-to-management-reporter-to-the-financial-reports-menu-in-gp\\\/#primaryimage\",\"url\":\"https:\\\/\\\/cssi.com\\\/gp\\\/wp-content\\\/uploads\\\/sites\\\/2\\\/2025\\\/03\\\/Financial-Reports-menu-shortcut-in-GP.jpg\",\"contentUrl\":\"https:\\\/\\\/cssi.com\\\/gp\\\/wp-content\\\/uploads\\\/sites\\\/2\\\/2025\\\/03\\\/Financial-Reports-menu-shortcut-in-GP.jpg\",\"width\":1500,\"height\":1000,\"caption\":\"Financial Reports menu shortcut in GP\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/cssi.com\\\/gp\\\/2025\\\/03\\\/28\\\/how-to-add-a-shortcut-to-management-reporter-to-the-financial-reports-menu-in-gp\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/cssi.com\\\/gp\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"How to Add a Shortcut to Management Reporter to the Financial Reports Menu in GP\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/cssi.com\\\/gp\\\/#website\",\"url\":\"https:\\\/\\\/cssi.com\\\/gp\\\/\",\"name\":\"Dynamics GP Support in PA - CSSI Technologies LLC\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/cssi.com\\\/gp\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/cssi.com\\\/gp\\\/#\\\/schema\\\/person\\\/2af2cbcbd389a279188e6b4608ddb4db\",\"name\":\"jtosolt\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/6322382d65cc71df3e9c204b08e5722e704d53b70cbd527b85c7cb3a758a3d3d?s=96&d=mm&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/6322382d65cc71df3e9c204b08e5722e704d53b70cbd527b85c7cb3a758a3d3d?s=96&d=mm&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/6322382d65cc71df3e9c204b08e5722e704d53b70cbd527b85c7cb3a758a3d3d?s=96&d=mm&r=g\",\"caption\":\"jtosolt\"},\"sameAs\":[\"https:\\\/\\\/x.com\\\/jtosolt@cssi.com\"],\"url\":\"https:\\\/\\\/cssi.com\\\/gp\\\/author\\\/jtosolt\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"How to Add a Shortcut to Management Reporter to the Financial Reports Menu in GP - Dynamics GP Support in PA - CSSI Technologies LLC","description":"Adding a Management Reporter shortcut to your Financial Reports menu will allow you to launch the Report Designer from with Dynamics GP.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/cssi.com\/gp\/2025\/03\/28\/how-to-add-a-shortcut-to-management-reporter-to-the-financial-reports-menu-in-gp\/","og_locale":"en_US","og_type":"article","og_title":"How to Add a Shortcut to Management Reporter to the Financial Reports Menu in GP - Dynamics GP Support in PA - CSSI Technologies LLC","og_description":"Adding a Management Reporter shortcut to your Financial Reports menu will allow you to launch the Report Designer from with Dynamics GP.","og_url":"https:\/\/cssi.com\/gp\/2025\/03\/28\/how-to-add-a-shortcut-to-management-reporter-to-the-financial-reports-menu-in-gp\/","og_site_name":"Dynamics GP Support in PA - CSSI Technologies LLC","article_published_time":"2025-04-15T09:26:00+00:00","og_image":[{"width":1500,"height":1000,"url":"https:\/\/cssi.com\/gp\/wp-content\/uploads\/sites\/2\/2025\/03\/Financial-Reports-menu-shortcut-in-GP.jpg","type":"image\/jpeg"}],"author":"jtosolt","twitter_card":"summary_large_image","twitter_creator":"@jtosolt@cssi.com","twitter_misc":{"Written by":"jtosolt","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/cssi.com\/gp\/2025\/03\/28\/how-to-add-a-shortcut-to-management-reporter-to-the-financial-reports-menu-in-gp\/#article","isPartOf":{"@id":"https:\/\/cssi.com\/gp\/2025\/03\/28\/how-to-add-a-shortcut-to-management-reporter-to-the-financial-reports-menu-in-gp\/"},"author":{"name":"jtosolt","@id":"https:\/\/cssi.com\/gp\/#\/schema\/person\/2af2cbcbd389a279188e6b4608ddb4db"},"headline":"How to Add a Shortcut to Management Reporter to the Financial Reports Menu in GP","datePublished":"2025-04-15T09:26:00+00:00","mainEntityOfPage":{"@id":"https:\/\/cssi.com\/gp\/2025\/03\/28\/how-to-add-a-shortcut-to-management-reporter-to-the-financial-reports-menu-in-gp\/"},"wordCount":221,"commentCount":0,"image":{"@id":"https:\/\/cssi.com\/gp\/2025\/03\/28\/how-to-add-a-shortcut-to-management-reporter-to-the-financial-reports-menu-in-gp\/#primaryimage"},"thumbnailUrl":"https:\/\/cssi.com\/gp\/wp-content\/uploads\/sites\/2\/2025\/03\/Financial-Reports-menu-shortcut-in-GP.jpg","keywords":["gp","gp tips","microsoft dynamics"],"articleSection":["blog"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/cssi.com\/gp\/2025\/03\/28\/how-to-add-a-shortcut-to-management-reporter-to-the-financial-reports-menu-in-gp\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/cssi.com\/gp\/2025\/03\/28\/how-to-add-a-shortcut-to-management-reporter-to-the-financial-reports-menu-in-gp\/","url":"https:\/\/cssi.com\/gp\/2025\/03\/28\/how-to-add-a-shortcut-to-management-reporter-to-the-financial-reports-menu-in-gp\/","name":"How to Add a Shortcut to Management Reporter to the Financial Reports Menu in GP - Dynamics GP Support in PA - CSSI Technologies LLC","isPartOf":{"@id":"https:\/\/cssi.com\/gp\/#website"},"primaryImageOfPage":{"@id":"https:\/\/cssi.com\/gp\/2025\/03\/28\/how-to-add-a-shortcut-to-management-reporter-to-the-financial-reports-menu-in-gp\/#primaryimage"},"image":{"@id":"https:\/\/cssi.com\/gp\/2025\/03\/28\/how-to-add-a-shortcut-to-management-reporter-to-the-financial-reports-menu-in-gp\/#primaryimage"},"thumbnailUrl":"https:\/\/cssi.com\/gp\/wp-content\/uploads\/sites\/2\/2025\/03\/Financial-Reports-menu-shortcut-in-GP.jpg","datePublished":"2025-04-15T09:26:00+00:00","author":{"@id":"https:\/\/cssi.com\/gp\/#\/schema\/person\/2af2cbcbd389a279188e6b4608ddb4db"},"description":"Adding a Management Reporter shortcut to your Financial Reports menu will allow you to launch the Report Designer from with Dynamics GP.","breadcrumb":{"@id":"https:\/\/cssi.com\/gp\/2025\/03\/28\/how-to-add-a-shortcut-to-management-reporter-to-the-financial-reports-menu-in-gp\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/cssi.com\/gp\/2025\/03\/28\/how-to-add-a-shortcut-to-management-reporter-to-the-financial-reports-menu-in-gp\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/cssi.com\/gp\/2025\/03\/28\/how-to-add-a-shortcut-to-management-reporter-to-the-financial-reports-menu-in-gp\/#primaryimage","url":"https:\/\/cssi.com\/gp\/wp-content\/uploads\/sites\/2\/2025\/03\/Financial-Reports-menu-shortcut-in-GP.jpg","contentUrl":"https:\/\/cssi.com\/gp\/wp-content\/uploads\/sites\/2\/2025\/03\/Financial-Reports-menu-shortcut-in-GP.jpg","width":1500,"height":1000,"caption":"Financial Reports menu shortcut in GP"},{"@type":"BreadcrumbList","@id":"https:\/\/cssi.com\/gp\/2025\/03\/28\/how-to-add-a-shortcut-to-management-reporter-to-the-financial-reports-menu-in-gp\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/cssi.com\/gp\/"},{"@type":"ListItem","position":2,"name":"How to Add a Shortcut to Management Reporter to the Financial Reports Menu in GP"}]},{"@type":"WebSite","@id":"https:\/\/cssi.com\/gp\/#website","url":"https:\/\/cssi.com\/gp\/","name":"Dynamics GP Support in PA - CSSI Technologies LLC","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/cssi.com\/gp\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/cssi.com\/gp\/#\/schema\/person\/2af2cbcbd389a279188e6b4608ddb4db","name":"jtosolt","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/6322382d65cc71df3e9c204b08e5722e704d53b70cbd527b85c7cb3a758a3d3d?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/6322382d65cc71df3e9c204b08e5722e704d53b70cbd527b85c7cb3a758a3d3d?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/6322382d65cc71df3e9c204b08e5722e704d53b70cbd527b85c7cb3a758a3d3d?s=96&d=mm&r=g","caption":"jtosolt"},"sameAs":["https:\/\/x.com\/jtosolt@cssi.com"],"url":"https:\/\/cssi.com\/gp\/author\/jtosolt\/"}]}},"_links":{"self":[{"href":"https:\/\/cssi.com\/gp\/wp-json\/wp\/v2\/posts\/2676","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cssi.com\/gp\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cssi.com\/gp\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cssi.com\/gp\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/cssi.com\/gp\/wp-json\/wp\/v2\/comments?post=2676"}],"version-history":[{"count":0,"href":"https:\/\/cssi.com\/gp\/wp-json\/wp\/v2\/posts\/2676\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/cssi.com\/gp\/wp-json\/wp\/v2\/media\/2677"}],"wp:attachment":[{"href":"https:\/\/cssi.com\/gp\/wp-json\/wp\/v2\/media?parent=2676"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cssi.com\/gp\/wp-json\/wp\/v2\/categories?post=2676"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cssi.com\/gp\/wp-json\/wp\/v2\/tags?post=2676"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}