Management Reporter CU14 – Change the report date from the web viewer

Management Reporter CU14 added the ability to change the report date while viewing a report in the web viewer. This allows those viewing the report to modify the report to fit their needs without having to either ask someone to regenerate it or modify the existing report definition. The base period and base year of…


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…


Linking to another Management Reporter report

We get asked quite a bit how to include information from one Management Reporter report on another Management Reporter report. This can be done in Management Reporter by using the link to Management Reporter worksheet option in the row definition. A few things to keep in mind when using this option: The source report has…


How to handle zero values on your report

When designing your report, you may encounter some areas where you have a zero value. The zero value may be caused by no activity thus far, a calculation that isn’t relevant for all rows or columns of a report, or because of another type of calculation. In some cases it is beneficial to see that…


How to tell what update of Management Reporter you are using

If you’ve ever talked with the support team or the product team, you’ve probably gotten asked what release of Management Reporter you are using. Here’s a quick way to know that update you have on your system. Go to Help | About in Report Designer: In the screen shot above, you’ll see the version number is 2.1.8000.1….


Getting Started with a New Report – Row Definition Basics

Management Reporter uses building blocks to make sure that your reports can reuse existing rows, columns, and trees rather than creating unique ones per report. There are a few concepts that can help you when building a new report to help reduce the need for maintenance and increase reusability. When creating a new report, often the…


Displaying zeros as dashes in Management Reporter

A great way to customize how data is displayed on your report is by using format overrides. One of the customizations available, is changing how zeros are displayed. The video below shows you how to use a format override to display dashes instead of zeros.              


Suppressing drill down on specific report lines

There may be times when you want users to be able to drill down to details on certain lines in a report, but not all lines. Instead of creating multiple reports, use the XD format code in the row definition. The video below shows you how to use it and what users will see in…


Format rows using indent to accent specific lines in your report

It can be difficult for users to consume a report if it is all one large block of numbers. When designing a report, it is important to add some formatting to make the report easier to read and get information from. One common thing users do to break up reports is to format the detail rows on…