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How to set the Report Definition in Management Reporter

  • 1.  How to set the Report Definition in Management Reporter

    Posted Jan 17, 2020 03:41 PM
    I need help setting up the column definitions on the trial balance report in Management Reporter. The file that was set up correctly has either been deleted or saved over it.  I need the trial balance column definition to have the Beg Bal, Current  Period and YTD. #GP2015and2015R2


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    Cynthia Goins
    Fisk University
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: How to set the Report Definition in Management Reporter

    Posted Jan 20, 2020 06:43 AM
    ​Cynthia, There is a row (Periods Covered) that defines what is included in the report.  The cell has a pulldown options of what to include.  Everything you list is an option.  Below is a screenshot of my trial balance screen.  I show Current Month and YTD
    I hope this helps

    Jim
    TB


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    Jim Rust
    Groupe Stahl
    Sterling Heights MI
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: How to set the Report Definition in Management Reporter

    TOP CONTRIBUTOR
    Posted Jan 21, 2020 03:35 PM
    Hi Cynthia.

    I can look at it with you online sometime this week. Email me at noah.moseley@msxgroup.com and I'll send you a meeting link. Thanks.

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    Noah Moseley, MSX Group Senior Consultant
    Academy Instructor for Management Reporter
    Noah.Moseley@MSXGroup.com

    View our GPUG Partner MSX Group listing: https://www.gpug.com/engage/findacompany/companyprofile?UserKey=275d1f3a-73b4-4a58-b0d8-7395d682dbc3
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    Academy - Online Interactive Learning from Experts


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