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Management Reporter- Quarterly P&L

  • 1.  Management Reporter- Quarterly P&L

    Posted 10 days ago
    Currently I am using columns and the base-1, base-2 method for quarterly reporting. Is anyone using anything different for their own Quarterly Reports? Trying to find the most efficient way to run these.

    Thanks!

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    Brittani Norman
    Forcht Group of Kentucky
    Corbin KY
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  • 2.  RE: Management Reporter- Quarterly P&L

    GPUG ALL STAR
    Posted 7 days ago
    @Derek Krebs is the King of all things Management Reporter!  So, I'd love to see his opinion on this.

    For me, I always used what you have described and then totaled the months in a column and hid the "BASE-" columns.

    But, there might be another way!​

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  • 3.  RE: Management Reporter- Quarterly P&L

    TOP CONTRIBUTOR
    Posted 7 days ago
    Yes, that is the efficient and easy way to do quarterly columns (BASE-2, BASE-1, BASE in 3 columns OR BASE-2:BASE in a single column which are dynamic and change with your report base period OR 1:3 and 4:6, etc).  Happy reporting and have a good day/week...

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    Derek Krebs
    Sr Consultant
    MSX Group
    derek.krebs@msxgroup.com
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