Custom, "As of," date for Management Reporter

(0) Share

Report

Posted on by Community Member

Hi,

I run an Income Report on a weekly basis. I recently started setting it up on MR. When I run the report, the income figures need to be as of the run date, summing all income from the beginning of the Fiscal Year, to the run date. How can I do this in MR?

*This post is locked for comments

I have the same question (0)

All responses (4)

Answers (1)

Sort by

Verified answer

26P2ER 1,775 on at

Like (0)

Report
Copy link

Link copied!

Hello Bill,

I have handled a similar requirement by using the start date/end date filters at the column definition level.

Here is a snippet from one such column definition.

Best of luck,

Ven

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

Thanks!

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

Just to clarify, what are the dates related to-Transaction date, Post date, Document date, System date?

Was this reply helpful? Yes No
26P2ER 1,775 on at

Like (0)

Report
Copy link

Link copied!

Bill -

Here you go-

Transaction date = GL date for the transaction

Post Date = Date a transaction is posted

Document Date= The date the transaction is recorded

System date=current date of the system

Best of luck

Ven

Was this reply helpful? Yes No