Removing financial dimension details from report in Management Reporter

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Posted on by JasdeepSingh

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I am creating a trial balance report from standard one. When I am drilling-down at account level I am getting all the financial dimension details in the description and account codes.

I just want simple main account code and Name of the Main Account and debit,credit details.

can somebody help me removing these FD details

I just want Main account 10311 and under name accounts like vendor domestic etc no other dimensions

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Ludwig Reinhard Microsoft Employee on at

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Hi Jasdeep Singh,

This is something that you cannot influence.

There is no parameter or setting that would allow you specifying what account-findim combinations you see at the drilldown level.

The only thing that you can do is exporting the report to excel and then removing the unnecessary findims and "-' symbols.

Best regards,

Ludwig

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JasdeepSingh 192 on at

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Hi Ludwig,

Thanks for the reply.

If you could tell me the steps for doing it in excel?

Regards,

Jasdeep

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Ludwig Reinhard Microsoft Employee on at

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Hi Jasdeep,

Once the report is generated you can download it to Excel.

Once you are in Excel you can - for example - use a macro to design the report as you like.

Alternatively, you can use the text to columns option to split up the string and eliminate the unnecessary elements.

I would try going for the macro if you are familiar with that feature.

Otherwise, it might be a bit of manual formatting work to do.

Best regards,

Ludwig

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