Using default column definitions -- Management Reporter CU6
Column definitions in Management Reporter allow you to specify what type of period and year information you want to include on your report. These periods can days, months or even years. The period information is automatically pulled into Management Reporter from your Microsoft Dynamics ERP.
With the default reports included in Management Reporter 2012 CU6, 15 column definitions were included. They were all designed to key off of report date, so they will always contain date used in the report definition. This flexibility makes it easy to generate reports spanning different periods and years without redesigning the entire report.
Let's take a look at how you can use these columns definitions.
Column Definition |
How to use it |
12 Month Periodic Trend |
Show columns for each of the last 12 months, crossing more than one fiscal year, as necessary |
3 Year Quarterly Trend |
Show 12 quarterly columns over the prior three years |
Periodic and YTD |
Show two columns, one for current period balances and one for YTD balances |
Quarterly Columns |
Shows all four quarters along with a yearly total |
Rolling 12 Months |
Show 12 columns with the month updated based upon report date, crossing more than one fiscal year, as necessary |
Single Rolling 12 month |
Show a single column containing balances through the past 12 months |
Rolling Quarter |
Show quarterly columns along with a year-to-date column updated |
Year to date |
Show a single column with year-to-date balances |
Weekly |
Show four columns, each with a single week’s balances along with a column containing the four week total |
Balance List |
Show columns for opening and closing balances, debit and credit balances for the current period and for year-to-date, along with columns containing additional transaction information like voucher |
Ledger Transaction List |
Show debit and credit balances, as well as additional transaction information like transaction date, journal number, voucher, posting type, and trace number |
Detailed Trial Balance |
Show debit and credit balances and the net of these balances, along with transaction date, voucher and journal description |
Summary Trial Balance |
Show opening and closing balance, debit and credit balances with their net difference |
Cash Flow |
Show a current period column and a year-to-date column without the year-to-date beginning balance |
YTD and Variance |
Show two year-to-date columns and column containing the variance between them |
These column definitions can be mixed and matched with any row definition or report definition. Explore them to see what types of reports you can create.