Column definitions in Management Reporter allow you to specify what type of period and year information you want to include on your report. These periods can days, months or even years. The period information is automatically pulled into Management Reporter from your Microsoft Dynamics ERP.
With the default reports included in Management Reporter 2012 CU6, 15 column definitions were included. They were all designed to key off of report date, so they will always contain date used in the report definition. This flexibility makes it easy to generate reports spanning different periods and years without redesigning the entire report.
Let's take a look at how you can use these columns definitions.
How to use it
12 Month Periodic Trend
Show columns for each of the last 12 months, crossing more than one fiscal year, as necessary
3 Year Quarterly Trend
Show 12 quarterly columns over the prior three years
Periodic and YTD
Show two columns, one for current period balances and one for YTD balances
Shows all four quarters along with a yearly total
Rolling 12 Months
Show 12 columns with the month updated based upon report date, crossing more than one fiscal year, as necessary
Single Rolling 12 month
Show a single column containing balances through the past 12 months
Show quarterly columns along with a year-to-date column updated
Year to date
Show a single column with year-to-date balances
Show four columns, each with a single week’s balances along with a column containing the four week total
Show columns for opening and closing balances, debit and credit balances for the current period and for year-to-date, along with columns containing additional transaction information like voucher
Ledger Transaction List
Show debit and credit balances, as well as additional transaction information like transaction date, journal number, voucher, posting type, and trace number
Detailed Trial Balance
Show debit and credit balances and the net of these balances, along with transaction date, voucher and journal description
Summary Trial Balance
Show opening and closing balance, debit and credit balances with their net difference
Show a current period column and a year-to-date column without the year-to-date beginning balance
YTD and Variance
Show two year-to-date columns and column containing the variance between them
These column definitions can be mixed and matched with any row definition or report definition. Explore them to see what types of reports you can create.
Jill, you say that the 12 Month Periodic Trend spans across several years, if necessary, however, the definition is clearly for the 12 months of the current year. Fiscal year is BASE across all columns, and Periods span from 1 to 12.
I am interested in a true 12 month rolling report spanning dynamically over two years as necessary. Am I not seeing something, or did you make a typo in your post?