Management Reporter Tips and Tricks Lisa Pensiero, PMP Principal Consultant BroadPoint Technologies

Tips and Tricks Reports Rows Columns Trees Report Viewer Web Viewer

REPORT Definitions

Day of the week in a Regional Settings on server Change Long date to: MMMM dd,yyyy

Logo

Negative Number Formatting Parentheses for negative numbers Display the negative numbers in red

Organization - Folders Right click – New Folder Name folder Drag reports into new folder

Missing Account Analysis Tools – Missing Account Analysis

Sort by Natural Within the Drilldown, this impacts how your accounts are sorted

Gives ability to run more than one report at the same time Report Groups

Report Schedules

Associations Right click on Row Definition Columns and Trees have same option

ROW Definitions

Fonts/Shading Bold Underline Indent Colors Undo/Redo

Hide/Unhide Columns Tailor your workspace Highlight columns Right click Select Hide/Unhide Works in Row, Column and Tree Definitions

Freeze/Unfreeze Panes Tailor your workspace Highlight columns/rows From Window toolbar Select Freeze Horizontal/Vertical Works in Row, Column and Tree Definitions

Displaying “-” as a zero

Side by Side Reporting

Sorting by variance dollars or percentage Add the SORT Format code to the row definition above where you want the sort to begin SORT ASORT SORTDESC ASORTDESC

Sorted by Variance Percentage

Insert rows from dimensions Open Row Definition Edit – Insert Rows from Dimensions Select Dimension and enter range

Automatically creates rows, based on the dimension and range selected

Renumber Rows Open Row Definition Edit – Renumber Rows

COLUMN Definitions

CALC fields - AutoText CU8 Autotext codes are available within a CALC column Month name Abbreviated month name Period number Period description Fiscal year Calendar year Start date End date

Column Calculations B:E Does NOT include NP columns B+C+D+E Includes NP columns

Use PERIODS in a Calculation Ability to divide an amount in a column by the number of periods, based on the report date (for example: average sales for past 3 months) If report is run for period 2, it would be divided by 2, if run for period 12, the total would be divided by 12

CBR Calculation Calculates percentage of totals vs individual accounts

Report with CBR

12 Month Rolling Report Option 1: Each column represents a month and the report dynamically always shows the last 12 months.

12 Month Rolling Report Option 2: One column contains the total of the last 12 months and each month dynamically updates with the correct data

Daily Reports Able to report daily and even compare day over day to see trends The results show the daily amounts and you can still drill down and have the interactive capabilities of the viewer, such as drill down to account and transaction level detail

TREE Definitions

Natural account in Reporting Tree Use other dimensions in rows and columns based on the layout of the report

Set Security by Reporting Units

Report Viewer

Organization - Folders Right click – New Folder Name folder Drag reports into new folder Specify the location through the Output and Distribution Tab in the Report Definition

Report Versions Right Click – Show Versions

Insert External Files Right Click – Insert External File

Export to Excel Report Type Comments Excel options Open workbook after exporting

Drilldown to Dynamics - GP2013 Report Viewer Toolbar – Dynamics Opens the Detail Inquiry window in GP (must be logged into the GP company)

Web Viewer

Questions?

Thank You! BroadPoint Technologies Lisa Pensiero, PMP Principal Consultant