Management Report-Transaction Detail

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Hi,

I run reports from Management Reporter and when I run the reports in MR and export it in excel, I am only able to choose Financial report and Account Details in the report type. I would like to see the Transaction Details as well but the option is greyed out and therefore I am unable to choose that option. Does anyone know how I can make the transaction details available as an option to choose in MR?

Any help would be greatly appreciated.

Thanks,

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MattPaulen 6,912 on at

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RE: Management Report-Transaction Detail

In the Report Definition there is a Detail Level drop-down. You'll need to set that to Financial, Account, and Transaction. Then regenerate the report.

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RE: Management Report-Transaction Detail

Matt,

Thank you for your response. The option you mention above is selected already when I generate the report. I am just not able to drill down to the transaction level like I want as the report only provides me with options of Financial and Account Details.

Is there anything else I need to do in order for me to get to the transaction details. We did upgrade to management reporter from FRX and we were able to run the transaction details in FRX. Would I need to recreate the report?

Sincerely,

B

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MattPaulen 6,912 on at

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RE: Management Report-Transaction Detail

Is it a YTD only report? You can't get transaction level detail on YTD columns, only Periodic. Can you take a screenshot of your Column layout?

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RE: Management Report-Transaction Detail

Its a budget to actual report I am trying to run. I have attached the column layout below. Please let me know.

Thanks,

B

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RE: Management Report-Transaction Detail

Hi Matt,

I hate to be a pest, but were you able to look at the column layout? Do we have to change some things to make the transactions details appear? Any help would be greatly appreciated.

Sincerely,

B

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MattPaulen 6,912 on at

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RE: Management Report-Transaction Detail

You won't be able to get transaction level detail if you are using YTD or YTD/BB as the periods covered. Maybe for the Debit and Credit columns you could try switching it to PERIODIC and then set the Periods Covered to 1:BASE.

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RE: Management Report-Transaction Detail

Matt,

Thank you for so much for your help. After following your advice, I tweaked the report a few times and played around with it. I was able to change it to periodic and now I am able to generate the transaction details.

This was great! Thank you again!

Sincerely,

B

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