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RG Connect 2016 | Breakthrough to Excellence
Management Reporter Tips and Tricks
RG Connect 2016 Breakthrough to Excellence
Tips and Tricks
• Report Definitions
• Row Definitions
• Column Definitions
• Tree Definitions
• Report Viewer/Web Viewer
• Shortcuts
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RG Connect 2016 Breakthrough to Excellence
Report Definitions
RG Connect 2016 Breakthrough to Excellence
View Report
• Use the “View Report” from the file menu.
• View the last generated version of a report.
• View older versions once in Report Library.
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RG Connect 2016 Breakthrough to Excellence
Include all units• Set Reporting unit selection to include all
units.
• Set to stop prompt when generating reports.
• Useful when generating report groups
RG Connect 2016 Breakthrough to Excellence
Report output
• Output report to multiple locations
• Can be within library of reports or to SharePoint or a shared network drive.
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RG Connect 2016 Breakthrough to Excellence
Logo
RG Connect 2016 Breakthrough to Excellence
Calculation Priority
• Use when report has intersecting calculations.
• Change to perform column calculation first and then row.
• Primary used with variance calculations.
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RG Connect 2016 Breakthrough to Excellence
Sort by Natural
RG Connect 2016 Breakthrough to Excellence
Lose the Day of the week in a report title
• Regional Settings on server
• Change Long date to: MMMM dd,yyyy
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RG Connect 2016 Breakthrough to Excellence
Report Groups
• Run more than one report at the same time.
RG Connect 2016 Breakthrough to Excellence
Row Definitions
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RG Connect 2016 Breakthrough to Excellence
Fonts/Shading
• Bold• Underline• Indent• Colors• Undo/Redo
RG Connect 2016 Breakthrough to Excellence
Ratios in Reports
• Enhance your reports with metrics and ratios.
• Can use financial data or statistical accounts.
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RG Connect 2016 Breakthrough to Excellence
Dimension Value Sets
• Speed up report creation by using Dimension Value sets
• Assign ranges or individual accounts to Value name
RG Connect 2016 Breakthrough to Excellence
Dimension Sets
• Speed up report creation by using Dimension sets.
• Limit the number of dimensions in the dimension window.
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RG Connect 2016 Breakthrough to Excellence
Hide/Unhide Columns
• Tailor your workspace
• Highlight columns
• Right click
• Select Hide/Unhide
• Works in Row, Column and Tree Definitions
RG Connect 2016 Breakthrough to Excellence
• Tailor your workspace
• Highlight columns/rows
• From Window toolbar
• Select Freeze Horizontal/Vertical
Freeze/Unfreeze Panes
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RG Connect 2016 Breakthrough to Excellence
• Highlight your entire row definitions data
• Select copy
• Paste into Excel
• Run spell check in Excel workbook
• Copy from Excel
• Paste back into Row definitions.
Uncertain of your spelling?
RG Connect 2016 Breakthrough to Excellence
• Restrict data and formats from Row definition to specific columns.
Column restriction
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RG Connect 2016 Breakthrough to Excellence
Displaying “-” as a zero
RG Connect 2016 Breakthrough to Excellence
Side b
Side by Side Reporting
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RG Connect 2016 Breakthrough to Excellence
RG Connect 2016 Breakthrough to Excellence
Sorting by variance dollars or percentage
• Add the SORT Format code to the row definition above where you want the sort to begin
• SORT
• ASORT
• SORTDESC
• ASORTDESC
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RG Connect 2016 Breakthrough to Excellence
Sorted by Variance Percentage
RG Connect 2016 Breakthrough to Excellence
Insert rows from dimensions
• Open Row Definition
• Edit – Insert Rows from Dimensions
• Select Dimension and enter range
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RG Connect 2016 Breakthrough to Excellence
Insert rows from dimensions
• Automatically creates rows, based on the dimension and range selected
RG Connect 2016 Breakthrough to Excellence
Renumber Rows
• Open Row Definition
• Edit – Renumber Rows
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RG Connect 2016 Breakthrough to Excellence
Columns Definitions
RG Connect 2016 Breakthrough to Excellence
12 Month Rolling Report
One column contains the total of the last 12 months and each month dynamically updates with the correct data
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RG Connect 2016 Breakthrough to Excellence
Forecast report
Restrict printing of columns based on report period.
Great for building budget + actuals to calculate a forecasted year-end report
RG Connect 2016 Breakthrough to Excellence
Calculate Average onto report
Use PERIODS in your formula.
Ability to divide an amount in a column by the number of periods, based on the report date (for example: average sales for past 3 months).
If report is run for period 2, it would be divided by 2, if run for period 12, the total would be divided by 12.
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RG Connect 2016 Breakthrough to Excellence
Correctly Calculate variance onto reportGet the variance % sign correctly when the variance is a positive but the budget is negative.
Use “IF C = 0 THEN (IF D=0 THEN +0 ELSE (IF D<0 THEN -1 ELSE +1)) ELSE (IF C<0 AND D<0 THEN -D/C ELSE (IF D>0 AND C<0 THEN -D/C ELSE D/C))”
RG Connect 2016 Breakthrough to Excellence
Tree Definitions
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RG Connect 2016 Breakthrough to Excellence
Set security by reporting units
Assign security in the tree definition to restrict user access when viewing reports.
RG Connect 2016 Breakthrough to Excellence
Report Viewer
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RG Connect 2016 Breakthrough to Excellence
Organization - Folders
• Right click – New Folder
• Name folder
• Drag reports into new folder.
• Specify the location through the Output and Distribution Tab in the Report Definition.
• Hint: Consider creating a drafts folder for draft versions of reports
RG Connect 2016 Breakthrough to Excellence
Insert External Files
• Right click – New External File
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RG Connect 2016 Breakthrough to Excellence
Add Comments to reports
• Comments can be added at every level.
RG Connect 2016 Breakthrough to Excellence
Access Management Reporter from GP
• Select View to open report in Web Viewer.
• Select “MR Report” to create or edit a report in Report Designer.
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RG Connect 2016 Breakthrough to Excellence
Web Viewer
RG Connect 2016 Breakthrough to Excellence
Shortcuts
• Ctrl – O ; Open dialog box for listing of all reports and related definitions
• Alt – F1 ; Display navigation pane
• Alt – D ; Drill to Dynamics GP
• Alt – M ; Send an instant message from a report
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RG Connect 2016 Breakthrough to Excellence
RG Connect 2016 Breakthrough to Excellence