How Report, Column, and Row formatting work together

Understanding how formatting within the Rows, Columns, and Report Definitions within Management Reporter interact with each other will help to show report detail with the precision you need. The main point to understand is the priority of what formatting overrides other formatting. Formatting priority is as follows: Formatting in the Report Definition occurs first Formatting in the…


Choosing your calculation priority for totals and calculations

Report Definitions in Management Reporter have a setting for Calculation priority on the Settings tab. By default the setting has row calculations being performed first and then column calculations. Most people do not even know about this setting because 95% of the time you never need to change it. However, every now then you have…


Showing minority interest as a row on a consolidated income statement

Wow! Minority interest showing as its own row on an income statement has been a hot topic over the last few weeks. We’ve been getting quite a few questions about it lately. We’ve shown you ownership percentages before in the consolidation series, but this is a bit different. With minority interest, companies want to show 100% of…


Using non-printing columns in column calculations

When using non-printing columns in your column calculations be sure to think about the columns you want included in the calculation. If you define range calculation, only the printing columns are included in the calculation. If you define each column individually in the calculation, printing and non-printing columns are included in the calculation. In the…


Adding a column that divides an amount by the number of reporting periods

Greg, one of the engineers on the Management Reporter Support team, wrote today’s blog, which is focused on helping you add more meaningful calculated columns to your Management Reporter reports by using PERIODS in a calculation. Use PERIODS in a calculation when you want to divide the amount in a column by a specified number of periods…


Taking Your Financial Reports to the Next Level with Management Reporter – Statement of Cash Flows (6 of 8)

The sixth report in the “Taking your Financial Reports to the Next Level with Management Reporter” series is the “Statement of Cash Flows.” There are often multiple financial or strategic opportunities available to a company, but not a lot of cash for those opportunities.  The need for sufficient cash to cover operating expenses needs to be balanced…