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ReportHi Everyone,
New user to this site! Thanks to anyone that is able to assist.
My query is in relation to month end reporting processes - using both Microsoft GP reports and Management Reporter.
Below is the background for your understanding:
OUR CURRENT PROCESS
- We have approximately 27 people that are responsible for budgets
- Each month I download into Excel:
- A transaction listing per activity – using a detailed trial balance from GP (I change the fields and have to download each activity separately)
- An actual by month summary – downloaded from Management Reporter
- A P&L – downloaded from Management Reporter
- I then manually combine each of the 3 reports into 1 Excel file, and email to the appropriate person
WHAT I’D LIKE TO BE ABLE TO DO
- Each budget manager is given a log on to be able to click into a web browser and view all these reports, at any time, with live data
- There are security levels, so each budget manager can only view their assigned reports
There is a “drill down” capability to go from a high level P&L down to the transactions.
QUESTION: Does anyone have a similar reporting process that can share their solution?
Many thanks!
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