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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Management Report acco...
Microsoft Dynamics GP (Archived)

Management Report account detail on tree units

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Posted on by Community Member

I have a reporting tree for cost centers similar to this:

2xx

200

210

220

Currently when we include account and transaction detail we cannot drill into the summary units (2xx). Is it possible to have a report like this that will provide account detail at the folder levels of the tree?

Thanks!

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  • Frank_Heslin Profile Picture
    Frank_Heslin 895 on at

    Are you getting an error message that you cannot drill into the summary level or does it just not drill down when you try?  Have you ever been able to drill down or is this a new report?

    What version of MR are you using?

    Under Detail Level: are you selecting Financial, Account, & Transaction?

    Can any user drill down?  If so it could be a permission issue.

    I have a similar tree setup & I was just able to drill down from the summary level.

  • Community Member Profile Picture
    Community Member on at

    Thanks for the response. When we drill into the 2xx line it just lists totals for each unit underneath it. They would like to drill into 2xx and see the detail for the departments underneath it without having to drill into each individual department. Also if we export to excel would like a tab for 2xx that shows all the account detail. w

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