Management Reporter From date and to date

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Posted on by Ch Motla

Hi everyone, can we select the 'From Date' and 'To Date' in Management Reporter at runtime? If it's not possible, please suggest a workaround that can achieve this purpose. Secondly, if I want to generate a P&L statement for just one month, is it possible to ensure that only transactions from that specific month are included and no opening balances are carried forward?

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Ramit Paul 22,295 Most Valuable Professional on at

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Management Reporter From date and to date

https://youtu.be/AItgn_YIBkg?si=V4VlNP8HEhWkMkaC
Ch Motla 27 on at

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Management Reporter From date and to date

hi Ramit

Link not received.
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Ramit Paul 22,295 Most Valuable Professional on at

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Management Reporter From date and to date

You can check this video from MS, let me know if this does not help you.
Ch Motla 27 on at

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Management Reporter From date and to date

Hi Ramit

thank you for your detailed answer. i got my point. just one more thing can you please let me know the functionality of all those options in periods covered.?

Thank you in advance.
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Ramit Paul 22,295 Most Valuable Professional on at

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Management Reporter From date and to date

Hi,

You can think of designing your report month wise and the same report quarter wise and same report half yearly and yearly wise, either you create three reports or you use ranges within same column definition of the report.

Regarding opening balance, you can see three options, you can select Periodic or YTD in your case.