Management Reporter

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How do I define the columns to show a monthly activity of accounts? I have only been able to create YTD balances and need to provide monthly activity for each month on one report. Thanks.

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cgust on at

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RE: Management Reporter

Use the Periodic option in the column definition.
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Mahmoud Saadi 32,738 on at

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RE: Management Reporter

When it comes to monthly reports, customers usually require one/ or both of the following reports,

To create a column definition with 12 months (columns) , which will all show each time you run the report

To create a column definition with one month (column), which will show only one month report (when running the report, you will pass the month parameter)

review the following reference on how to create a rolling 12 months report. Use the same methodology to create for one month only.

Hope this helps,