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Management reporter - can a summary be generated showing the row and column definitions that make up various report definitions?

Posted on by Microsoft Employee

We have set up a number of report definitions for over 100 entities that we report on.  In some cases, we use the same row definition or same column definition for multiple entities (and report definitions).  

As we are planning to modify some of these row/column definitions, it would be helpful to know where each of these row/column definitions are used.  While this information is available by looking at each of the report definitions, I want to avoid having to look at each report individually and summarizing it. 

Ideally, a summary showing each report definition and the related row & column definition is what I am looking for and if it can be downloaded to an Excel or CSV file, that would be perfect. 

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  • Suggested answer
    iruser2 Profile Picture
    iruser2 2,046 on at
    RE: Management reporter - can a summary be generated showing the row and column definitions that make up various report definitions?

    it can be done in sql.

    make sure you query datamart or management reporter depending on which connector you are using.

    management reporter for example has a table control row master that shows you the ID number of the row formats.

    Link that table to the control report table that shows the ID number of the row format used on each report.

    SQL results can be copied o excel if you really need the list there.  If you are really adventurous you can copy that query into an excel refreshable report.

    In my fabrikam I get

    select row.name as row_name,

    report.name as report_name

    from ControlRowMaster as row

    join controlreport as report

    on row.ID = report.RowFormatID

    order by row.name

    which results in

    row_name report_name

    BALSHEET BALSHT

    BS Summary BS summary

    CASH GLTRAN

    Cash Flow Cash Flow

    INCSTMT INCBASE

    INCSTMT INCSTMT

    Link test Link test

    PL Detail PL Dtl CurYtd

    PL Summary PL Sum CurYtd-ABV

    PL Summary PL Sum Roll Qtr

    PL Summary PL Sum Cur Ytd By Dept

    PL Summary PL Sum Trend 12

    PL Summary PL Sum CurYtd

    TB Detail TB Detail

    TB Summary TB Summary

    TB Summary Trans YTD

    TRIALBAL TRIALBAL

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