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Management Reporter drill down sort

Posted on by Microsoft Employee

The account format is 000-000-0000.(Cost Center - Sub Account - Main).  I'm trying to control the sort of a drill down range of accounts, 2 ranges, Balance Sheet accounts and P&L accounts. When I choose main account, it sorts properly for both ranges.  But I want it to sort on the Cost Center then Sub Account segments for P&L accounts.  So I turn off "Sort by natural or main segment" and the P&L accounts sort great:

100-200-4500

100-200-4600

100-300-4500

100-300-4600

100-340-4100  

However, the balance sheet accounts which don't use Cost Centers or Sub Accounts sort randomly.

000-000-2300

000-000-1200

000-000-1300

The Balance Sheet range is the problem.  

Is there a way to control sorting by rows?

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  • Re: Management Reporter drill down sort

    I am having a similar issue - my account structure is company-natural-department-sub-department.  If I select "Sort by nautral or main segment", most of the accounts are in order, but some of our accounts (even without zero balances) are falling to the bottom of the report.  I would appreciate any insight on how to fix this in MR.  

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