Hello All,
I am currently using Microsoft GP 2010 and Management Reporter 2012 CU7 to create a Budget vs. Actual report for several companies.
Background on report structure:
We have entered the budgets for four companies in GP using Integration Manager. In Management Reporter, the Budget vs. Actual report should display the following:
1. Actual MTD 2. Budget MTD 3. Variance MTD
4. Actual YTD 5. Budget YTD 6. Variance YTD.
The commands and formulas are all established in those 6 column definitions. (Columns 3 and 6 are calculation columns based on the data from 1, 2, 4, and 5.)
Having used the same budget name for each company in GP (by design), I have selected the budget ID in the Book Code [column definitions] drop down box for Budget MTD and Budget YTD . Using a reporting tree to establish each company I can see each company as a different tab when the report is generated, plus a tab for "Summary of All Units".
The problem:
For 3 of 4 companies, only the MTD data is pulling into the report--accurately I might add. For the fourth company, only the YTD data is reporting--accurately again. For those that are reporting only MTD data the YTD data is $0. For the company reporting only YTD data, the MTD data is $0 (for all months).
My question:
How can I command the report to publish both MTD and YTD simultaneously for all companies? I believe the issue would not be in the column definitions as both MTD and YTD are reporting accurately with one company or another.
Any suggestions or insight would be appreciated. If I have not explained my issue properly please feel free to tell me or ask me a question about it.
Budget Column definitions:
Header 1: Budget MTD
Column Type: "2014 Budget" = Budget ID from drop down box in that column
Book Code / Attribute Category: BASE
Fiscal Year: BASE
Period: BASE
Periods Covered: PERIODIC
Currency Display: FUNCTIONAL
Header 1: Budget YTD
Column Type: "2014 Budget" = Budget ID from drop down box in that column
Book Code / Attribute Category: BASE
Fiscal Year: BASE
Period: BASE
Periods Covered: YTD
Currency Display: FUNCTIONAL
