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Finance | Project Operations, Human Resources, ...
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Management reporter: show balances per today/chosen day?

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Posted on by JuleWergne 338
Hello everyone,
 
we would like to make a report in D365 Management reporter, that would show balances of some main accounts per chosen day (YTD balances per day),
i.e. if you chose date today 11.01.2024, then the report shows me balance per 11.01.2024.
 
I didn't find, how I can implement this. Could you help please?
 
And the next question: is it possible to display balance per yesterday? are there some formulas or setup?
 
Thanks a lot!
  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 4,029 Super User 2024 Season 2 on at
    Management reporter: show balances per today/chosen day?
    You can enter a date range in the column definition for each column.  The downside is you have to edit the date range each day.
  • TG-30052024-0 Profile Picture
    TG-30052024-0 26 on at
    Management reporter: show balances per today/chosen day?
    Hi Jule,
     
    I do this daily through "Trial Balance" report under the General Ledger module under Inquiry and Reports, which is exportable through the Microsoft Office icon in upper right part of screens.  You have to select the top left circle button though to select all the accounts.  The parameters are where you choose your date.  
     
    If you want to use Report Designer with Management Reporter instead, then we use S-1 as the default base period under the Report Definitions page.

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