1. Management Reporter: Tips and Tricks
Presented by: Audra Beers

2. Tips and Tricks Percentage Calculations Monthly Average Weekly Reports
Break out Account Description
Rolling 12 Months
Calculated Auto Text Headers
Suppress drill down
Side by Side Reporting
Balance Sheet Reporting Without Closing YTD in Dynamics GP
Summary Views – Web Viewer
Jump to Rows – Web Viewer
Indent Descriptions
Report Group Override
Remove Day of Week in Title

3. Percentage Calculations: Change Base Row (CBR)
Calculate a % of Sales or Expenses
Can have a multiple
2 Steps to make this happen

4. CBR – Row Definition
Insert Row with Format Code CBR and note the related row
Can use multiple
In Ex: row 130 is CBR related to Total Revenue in Row 280 AND
row 413 is CBR related to Total Operating Expense in row 760

5. CBR – Column Definition
Column Definition use a Calculated column
Ex: B/BASEROW

6. Monthly Averages
Display the monthly average based on the period of the report

7. Monthly Averages Column Definition with a Calculated Row
Ex: B:M/PERIODS

8. Weekly Reports
Can create weekly reports as needed

9. Weekly Reports – Start & End Dates
On the Column Definition use the Start & End dates to specify the number of days
In Ex: Column B is Day 1 thru Day 7 of the given period
Use auto text so header is dynamic

10. Break out Account Number and Description
On some reports you may want to see the account number in addition to the description
This is very helpful if exporting the report to Excel as it will come into a separate column

11. Add Account Description
Column Definition add an ACCT column Type

12. 12 Month Rolling Single Column
Want to add a single column with the rolling 12 month balance

13. 12 Month Rolling Single Column
Base-11:Base
Only need Desc and FD Columns
Continually as 12 months worth of data regardless of what period report is run for.

14. Calculated Auto Text Headers
Want to see date in the header of this column.
In Expample: Dec 2012
Added in CU 9

15. Calculated Auto Text Headers
At the Header Insert the AutoText
Remember: Need Base in Fiscal Year
Need Base in Period for

16. Suppress Drill Down
Want users to be all be able to drill down for revenue but not salary expense

17. Suppress Drill Down
On Row Definition: Change Print Control to XD – Suppress Drill Down

18. Side by Side Reporting: Column Break

19. Side by Side Reporting: Column Break
Copy the Income Statement Row Definition and add to the bottom of the Balance Sheet
Then Insert a row with a Format Code of “Column”
Can have multiple column breaks in a row format

20. Balance Sheet Reporting Without Closing the Year in Dynamics GP
Voila! Accurate balances without closing the year in GP.
In this example, column B is mapped to pull YTD data from the last month of the last fiscal year. Column C is mapped to pull YTD information for the current fiscal year. Both columns B and C are configured as “non-printing” columns. Finally, column D is a calculation that adds columns B and C. 

21. Summary Lines Only
In Web viewer

22. Summary Lines Only
Automatically creates based on your tot, desc and cal rows

23. Jump to Rows
In Web Viewer
Automatically created

24. Indent Descriptions
Formatting reports is key to user readability. One trick is to use the Auto Indent feature to visually separate headers from detail.
Increase or Decrease Indent

25. Report Group Override
Report Group Override – When creating Group Reports, there is no need to change each report setting. You have the option to override each report with the group setting.

26. Remove Day of Week in Report Title
is pulling the format from the Regional and Language Options. In Control Panel open the Regional Settings. Find the Long Date Format and Customize the Format.

27. Remove Day of Week in Report Title
In the dropdown, switch the Long Date to MMMM dd, yyyy.

28. Transactional Level Detail
Attributes only show up on the drill down details.
The attributes we most commonly included (for Vendors) are Originating Master ID (= Vendor id), Originating Master (= Vendor Name) and Originating Document Number (= Invoice Number)
Each attribute requires a separate column. 

29. Transactional Level Detail
Column layout

30. Thank you!!
Ask any question about Management Reporter you may have.