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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Management Reporter - ...
Microsoft Dynamics GP (Archived)

Management Reporter - Automatically showing account name?

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Posted on by Community Member Microsoft Employee

Good morning all,

I'm fairly new at Management Reporter so your help will be greatly appreciated.  I have created an Income Statement using Categories, which is working fine.  I'd like to create another one that shows all the accounts for revenue and all the accounts for expenses.  I was wondering if there is a way for the Description column to automatically populate with the description of the main account number.  I see how I can add an attribute to show the category, but we have so many GL accounts, I'd like to have it list them for me.  Is this possible?  What am I missing?

Thank you for your insights.

Lisa

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Management Reporter - Automatically showing account name?

    Thank you so much for taking the time to answer my question.  I'm trying it now!

  • Verified answer
    serbach Profile Picture
    serbach 571 on at
    RE: Management Reporter - Automatically showing account name?

    Lisa,

    In an MR Row Definition you may populate each row with an individual Account Number by first selecting the row where you want the Account Numbers to start. Then choose Edit >> Insert Rows from Dimensions:

    10_2D00_30_2D00_2015-11_2D00_45_2D00_44-AM.jpg

    This is the dialog box you'll see. Yours will look different because your Account numbers are laid out differently. Ours has two parts: Entity and Account.

    To insert a list of all natural Account numbers from 1000 to 2999, for example, I would type 1000 in the Dimension Range Start row underneath the Account column, and 2999 for Dimension Range End.

    You also have the option to number the rows with a different increment from the default 30. In the example above, the list of accounts will start at row 2320 in my Row Definition.

    Once you click OK, the accounts will fill in along with their descriptions.

    At our company we have a Trial Balance report set up in Management Reporter that lists each Entity-Account combination. In our case that's over 15,000! But using the Insert Rows from Dimensions feature, I let MR do all the work. In the case of every Entity and Account, the main thing to change in the dialog box is that in the Dimensions row under Entity I would click the "All &&&" button. That ensures that the Entity is included as well as the natural Account.

    Does this help?

    Sincerely,

    Steve Erbach
    WOW Logistics
    Appleton, WI

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