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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Quarter to Date Report...
Finance | Project Operations, Human Resources, ...
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Quarter to Date Reporting in Mgmt Reporter

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Posted on by LuAnn S 15

How do you report quarter to date in mgmt reporter?  I understand you could use 1:Base, 4:Base, but that means you have to create 4 different reports - one for each quarter or modify your reports each quarter if you only want to see the current quarter.

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  • Suggested answer
    Magno Pereira Profile Picture
    Magno Pereira 2,435 Moderator on at
    RE: Quarter to Date Reporting in Mgmt Reporter

    Hey LuAnn S ,

    Did you try something like this?

    Add a range of consecutive columns. For example, the formula B:D adds the sums of columns B through D. And use conditional printing columns P<B for the months.

    pastedimage1681375679442v1.png

    Or

    Period cell: Use multiple periods, from several periods before the base period through the base period. For example, to use the two previous periods and the base period, enter BASE-2:BASE.

    pastedimage1681376026719v2.png

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