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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Mgmt Reporter creating...
Microsoft Dynamics GP (Archived)

Mgmt Reporter creating multiple department income statements with all GL accounts

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Posted on by Community Member Microsoft Employee

I need to create identical income statements by department with all GL accounts reflected on each statement regardless of whether the account is tied into the particular department.  For instance exhibit revenue will show in our meeting income statement but will also need to show in our membership income statement even though there would be no money attached in membership.  The outcome would be so copies of the income statements would match up line by line.

Am new to Management Reporter.  I have departmental statements already set up but can't determine how to add the additional GL accounts.

Thank you.

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  • Keith Vogt Profile Picture
    Keith Vogt on at
    RE: Mgmt Reporter creating multiple department income statements with all GL accounts

    Hello,

    I agree with Ian's recommendation. Using a tree with the department, you could add all combinations of departments that exist (Edit > Insert Reporting Units from Dimensions). You would only want the departments shown, so unmark all the other segment and account category options.

    Then in the row definition, you would add all possible accounts (Edit > Insert Rows from Dimensions.

    Save these together with a column. The tree would then check each department with each account. As stated by Ian, since you want all combinations even if the amount is zero, be sure to mark that option (Display rows with no amounts) in the report definition under the Settings tab.

  • Ian Richardson Profile Picture
    Ian Richardson 4,150 on at
    RE: Mgmt Reporter creating multiple department income statements with all GL accounts

    if you have a segment in the Chart of Accounts (COA) that defines the departments (or a something in one of the segments) then you can build a tree for the department.  

    In the row definition only point at the account part of the COA. List all accounts regardless of department.

    In the report definition set all rows to print even if zero, this ensures that when you export to excel all the sheets are the same length, making them a lot easier to work with.  If you are not going to excel or find that users hate all those zeros' then set this to suppress zeros.

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