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

2. Tips and Tricks Reports Rows Columns Trees Report Viewer Web Viewer

3. REPORT Definitions

4. Day of the week in a report title @PeriodCoverage @DateLong Culprit: @DateLong Regional Settings on server Change Long date to: MMMM dd,yyyy

5. Logo

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

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

8. Missing Account Analysis Tools – Missing Account Analysis

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

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

11. Report Schedules

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

13. ROW Definitions

14. Fonts/Shading Bold Underline Indent Colors Undo/Redo

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

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

17. Displaying “-” as a zero

18. Side by Side Reporting

20. 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

21. Sorted by Variance Percentage

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

23. Automatically creates rows, based on the dimension and range selected

24. Renumber Rows Open Row Definition Edit – Renumber Rows

25. COLUMN Definitions

26. CALC fields - AutoText CU8 Autotext codes are available within a CALC column Month name (@CalMonthLong) Abbreviated month name (@CalMonthShort) Period number (@FiscalPeriod) Period description (@FiscalPeriodName) Fiscal year (@FiscalYear) Calendar year (@CalYear) Start date (@StartDate) End date (@EndDate)

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

28. 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

29. CBR Calculation Calculates percentage of totals vs individual accounts

30. Report with CBR

31. 12 Month Rolling Report Option 1: Each column represents a month and the report dynamically always shows the last 12 months.

32. 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

33. 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

35. TREE Definitions

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

37. Set Security by Reporting Units

38. Report Viewer

39. 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

40. Report Versions Right Click – Show Versions

41. Insert External Files Right Click – Insert External File

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

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

44. Web Viewer

45. Questions?

46. Thank You! BroadPoint Technologies Lisa Pensiero, PMP Principal Consultant lpensiero@broadpoint.net www.broadpoint.net