I am trying to understand the difference between Units, as defined in the Reporting Tree Definitions screen, within the dimension column that relates a Unit to a Dynamics SL range of accounts and subaccounts, AND the "Link to Financial Dimensions" column within the Row Definitions screen. How do those two areas of Management Reporter interact, and which one is key to defining the range of account and subaccount numbers to draw data from when the report is refreshed? Thanks for any help offered.
Hi Tom, in a simple report format, the Row Definition would be used to report on your Natural Chart of Accounts,. Typically, the Link to Financial Dimensions" in the Row Definition would be used to link to the GL Account Number(s) for that particular Row.
The Reporting Tree would be "typically" used used to report by Company and/or Subaccount. Let's say you have 3 companies. The Tree would be used to list each company as a separate "Unit", with no specific Financial Dimensions (thus, it will report on the entire company as a whole).
Or, let's say you have 1 company with 5 subaccounts. You could have report for each Subaccount. Each one would be a "Unit" in the Tree, and you would use the Financial Dimensions column in the Tree to specify the Subaccount segments for each of the 5 Units.
Hope this helps.
Thanks John. The report I am looking at as an example, uses the Unit concept of the Reporting Tree to define subaccount linkages, but in that same report, I am also seeing the Link to Financial Dimensions within the Row Definition section used to define account linkage, and in some case subaccount linkage. So I guess my example shows me two different ways to define the linkage of subaccounts to the MR report format. That was confusing to me. I just wanted to be clear that my thought of having two different methods of defining subaccount linkage was valid. Is my thinking correct?
Yes, subaccounts can indeed be linked in the Row Definition and Reporting Tree. Linking to the Subaccount in both the Row and the Tree can often be tricky, as the risk of duplicated data becomes very high.
John
Thanks for the information, and thanks for the clearing difference between this two targetpayandbenefits
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