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Microsoft Dynamics GP (Archived)

How to specify the Start Date End Date for YTD Column in Management Reporter

Posted on by Microsoft Employee

Hi All,

I am trying to specify a "start date" and "end date" in the YTD column in management reporter and I am getting below error message in the start date? 

Is it possible to mention a start date in YTD column?  Or Can we leave the only "start date" blank. How MR deals the start date for YTD?

StartDateEndate.JPG

I have mentioned the dates as shown above but getting the error message.  Appreciate your help

The objective is to restrict the MR to take the YTD values upto specific "end date" and MR to use the exchange rate of  the specific end date  for all accounts that has set as CURRENT "Translation Type" 

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  • Bill Campbell Profile Picture
    Bill Campbell 22,647 on at
    RE: How to specify the Start Date End Date for YTD Column in Management Reporter

    Is this more an issue of Exchange Rate dates - and not the start and end date for a Column?

    You want the system to use a specific Exchange rate based on the End Date.

    I am not certain I understand what you are attempting to get the system to report.

  • Suggested answer
    MattPaulen Profile Picture
    MattPaulen 6,910 on at
    RE: How to specify the Start Date End Date for YTD Column in Management Reporter

    YTD will bring everything from the beginning of the fiscal year up to the specified period when running the report.  For example, if you run the report for period 3 (March), since you have BASE specified for the period in the column, you will get amounts in that column from the beginning of the fiscal year through period 3 (March).  Unless you are trying to do something differently, there shouldn't be a need to specify a Start and End date here.

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