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Microsoft Dynamics GP (Archived)

Management reporter question.

Posted on by Microsoft Employee

I need to be able to produce a side by side P&L rather then one after another. Is that easier to do in Management reporter than it was in FRX? FRX was a ******.

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: Management reporter question.

    Thanks I will try them both and report back. Sound like that is what I want. Thank you April and Ryan for answering my question.

  • April Olson Profile Picture
    April Olson on at
    Re: Management reporter question.

    Hello Tom,

    There are two ways to do this in Managment Reporter.

    1. In the Column Definition on an FD column, select Dimensions. Select a department dimension for that column. Continue repeating for each column. Add your headings and you should have your side by side report. This is a really easy way to do it. This is a lot easier than FRx, in that in FRx you used Account Filters, and had to put the entire account mask in teh field. Now you can simply select the dimension.

    2. Create a departmental tree. In the Column Definition on the FD columns, select Reporting Unit Restriction. Select the departmental tree. Then continue to select the appropriate 'department' from the tree. With this method you need to have a tree on Report Definition, where as the first one you did not.

    Thanks,

    April

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: Management reporter question.

    Ryan I would like to provide a P&L that lists all departments across the page rather than Department one followed by Department two on the next paage, etc.

    So Sales Department  1 would be the first column, Sales Department 2 the scond column, sales department 3 the third, etc. Seems like it should be easy but I know in FRX it was not.

  • Re: Management reporter question.

    Hi Tom,

    It depends on the exact format you want. In FRx you had the ability to make the entire report as nonprinting at the top and then use forcing to put descriptions of accounts and accounts in specific cell references.

    In Management Reporter, we currently do not offer the ability to 'force' descriptions into a specific cell. You would still be able to use something like the column restriction, or other features to limit which columns print.

    Can you provide more specifics on how you would expect this report to look?

    Thanks

    Ryan

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