web

You’re offline. This is a read only version of the page.

News and Announcements icon

Dynamics 365 CommunityForums Finance | Project Operations, Human Resources, ... Confirming Management ...

Finance | Project Operations, Human Resources, ...

Suggested Answer

Confirming Management Reporter Column Definitions for Budget, YTD

(2) Share

Report

Report

Posted on by CU19101715-0

35

I am reviewing a Management Reporter report and want to confirm that the column definitions and calculations are set up correctly. The report includes columns for Annual Budget (25–26), YTD Expenses (25–26), Variance by Dollars calculated as Budget minus Actual, and a Current Period column. The setup uses BASE fiscal year, periodic actuals, and YTD budget values.

Categories:

Microsoft Dynamics GP

I have the same question (0)

All responses Img

All responses (1)

Answers Img

Answers (0)

Suggested answer

Lisa at AonC.com 1,028 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!

I'm not reading a question in your post.

If you are asking for help verifying it is correct, I recommend you generate the report and review the numbers.

It is difficult to confirm a building block by just reading the building block as much of what is defined is determined by your report and setup. For example:

-Column C could be correct if your budget is named BUDGET2026.
-Column D looks wrong to me because the heading is YTD but then the Period is 1:12.
-Column E may be wrong if you haven't set the CBR in the row and it includes more than just expenses.

Was this reply helpful? Yes No

Join the conversation

Helpful resources

Quick Links

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1

André Arnaud de Cal... 577 Super User 2026 Season 1

#2

Giorgio Bonacorsi 309

#3

Diego Mancassola 259

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans