Management Reporter: Tips and Tricks Presented by: Audra Beers

Tips and Tricks Percentage Calculations Monthly Average Weekly Reports Break out Account Description Rolling 12 Months Calculated Auto Text Headers Suppress drill down Side by Side Reporting Balance Sheet Reporting Without Closing YTD in Dynamics GP Summary Views – Web Viewer Jump to Rows – Web Viewer Indent Descriptions Report Group Override Remove Day of Week in Title

Percentage Calculations: Change Base Row (CBR) Calculate a % of Sales or Expenses Can have a multiple 2 Steps to make this happen

CBR – Row Definition Insert Row with Format Code CBR and note the related row Can use multiple In Ex: row 130 is CBR related to Total Revenue in Row 280 AND row 413 is CBR related to Total Operating Expense in row 760

CBR – Column Definition Column Definition use a Calculated column Ex: B/BASEROW

Monthly Averages Display the monthly average based on the period of the report

Monthly Averages Column Definition with a Calculated Row Ex: B:M/PERIODS

Weekly Reports Can create weekly reports as needed

Weekly Reports – Start & End Dates On the Column Definition use the Start & End dates to specify the number of days In Ex: Column B is Day 1 thru Day 7 of the given period Use auto text so header is dynamic

Break out Account Number and Description On some reports you may want to see the account number in addition to the description This is very helpful if exporting the report to Excel as it will come into a separate column

Add Account Description Column Definition add an ACCT column Type

12 Month Rolling Single Column Want to add a single column with the rolling 12 month balance

12 Month Rolling Single Column Base-11:Base Only need Desc and FD Columns Continually as 12 months worth of data regardless of what period report is run for.

Calculated Auto Text Headers Want to see date in the header of this column. In Expample: Dec 2012 Added in CU 9

Calculated Auto Text Headers At the Header Insert the AutoText Remember: Need Base in Fiscal Year Need Base in Period for

Suppress Drill Down Want users to be all be able to drill down for revenue but not salary expense

Suppress Drill Down On Row Definition: Change Print Control to XD – Suppress Drill Down

Side by Side Reporting: Column Break

Side by Side Reporting: Column Break Copy the Income Statement Row Definition and add to the bottom of the Balance Sheet Then Insert a row with a Format Code of “Column” Can have multiple column breaks in a row format

Balance Sheet Reporting Without Closing the Year in Dynamics GP Voila! Accurate balances without closing the year in GP. In this example, column B is mapped to pull YTD data from the last month of the last fiscal year. Column C is mapped to pull YTD information for the current fiscal year. Both columns B and C are configured as “non-printing” columns. Finally, column D is a calculation that adds columns B and C. 

Summary Lines Only In Web viewer

Summary Lines Only Automatically creates based on your tot, desc and cal rows

Jump to Rows In Web Viewer Automatically created

Indent Descriptions Formatting reports is key to user readability. One trick is to use the Auto Indent feature to visually separate headers from detail. Increase or Decrease Indent

Report Group Override Report Group Override – When creating Group Reports, there is no need to change each report setting. You have the option to override each report with the group setting.

Remove Day of Week in Report Title The @DateLong is pulling the format from the Regional and Language Options. In Control Panel open the Regional Settings. Find the Long Date Format and Customize the Format.

Remove Day of Week in Report Title In the dropdown, switch the Long Date to MMMM dd, yyyy.

Transactional Level Detail Attributes only show up on the drill down details. The attributes we most commonly included (for Vendors) are Originating Master ID (= Vendor id), Originating Master (= Vendor Name) and Originating Document Number (= Invoice Number) Each attribute requires a separate column. 

Transactional Level Detail Column layout

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