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management reporter

  • 1.  management reporter

    Posted May 14, 2019 10:04 AM
    We have an account structure of company, department, natural account..

    Currently we are using management reporter to generate our monthly financial reports. P&L's are driven by company number.

    We are wondering how to generate P&L's by department.

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    BRIAN PSOTA
    The Phillips Group
    Dorchester MA
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  • 2.  RE: management reporter

    TOP CONTRIBUTOR
    Posted May 14, 2019 11:25 AM
    Hi @BRIAN PSOTA

    The best way is to use a tree in MR for this, but the instructions for it are far too much to type here.

    I might suggest that you search for some MR webinars here on GPUG to learn how to do this, anything that mentions setting up a tree.​

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    Jo deRuiter, MCP, DCP
    "That GP Red Head"
    AISLING DYNAMICS CONSULTING, LLC
    WEBSITE: https://aislingdynamics.com/
    BLOG: https://community.dynamics.com/gp/b/gplife
    770-906-4504 (Cell)

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  • 3.  RE: management reporter

    GOLD CONTRIBUTOR
    Posted May 14, 2019 11:34 AM
    You would want to create a reporting tree.  With MR open go to reporting tree definitions.  Then click new in the upper left.  I then use the "Insert Reporting units from Dimensions"



    Then leave checked your department segment.

    When you click on OK your tree will be created.

    Now you can use it in your report definitions.



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    Michael Taranto, CPA
    President
    ERP Consulting, LLC
    pataskala OH
    740-951-0220 mtaranto@erpconsultingLLC.com
    erpconsultingllc.com
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