Management Reporter (MR) - how to configure Quarter-to-Date?

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Posted on by lmai

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Hi All,

I need to calculate the Quarter-to-Date for my Income Statement. In the Periods Covered row, I have these options: Periodic, Periodic/BB, YTD/BB, Periodic & YTD. How do I tell the system to calculate the Quarter-to-date amount in whichever the period I'm are in? Let say I'm running the Income Statement for May. Then I'm in the 2nd quarter, and the amounts would be April + May. Does anyone have any suggestions on how to set up this calculation? Thanks so much!

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Satish Panwar 14,671 Moderator on at

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Hi Kim,

Take a look at link below and see how reports can be run on QTD.

blog.armaninollp.com/.../

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Rahul Mohta 21,032 on at

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could try to make 4 columns and in each one could override the periodic value below

Q1 “1 TO BASE”
Q2 “4 TO BASE,
Q3 “7 TO BASE”
Q4 “10 TO BASE”

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lmai 2,438 on at

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What do you mean by 1 TO BASE?

Like this "1:BASE"?

Thanks.

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lmai 2,438 on at

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Rahul,

Never mind. I see what you meant. Thanks

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lmai 2,438 on at

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Thanks, Satish, for the link.

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Ludwig Reinhard Microsoft Employee on at

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Hello Kim,

Please let us know if you have been able to get this issue resolved.

Many thanks,

Ludwig

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