Mr20 enus a-Report Design in Management Reporter 2.0 for Microsoft Dynamics® ERP
- 1. Appendix A A-1 APPENDIX A Objectives The objectives are: • Explore the Report Wizard • Explore using Special Characters with defining Dimensions Introduction This appendix supplies supplemental information for users of Management Reporter 2.0 for Microsoft Dynamics® ERP. The following topics are included: • Using Report Wizard • Dimension values and Special Characters Microsoft Official Training Materials for Microsoft Dynamics® Your use of this content is subject to your current services agreement
- 2. Report Design in Management Reporter 2.0 for Microsoft Dynamics® ERP A-2 Report Wizard Report Wizard is a step-by-step process to create basic reports. Report Wizard is accessed from the Welcome page or on the Tools menu. Getting Started The first step in the Management Reporter Report Wizard prompts the user to select from five predefined report templates. After you select the template, a related actual and, if required, budget scenario is selected as the source of the report data. The scenario forms the basis of the column definition that is included in the completed report. FIGURE 18.1 GETTING STARTED NOTE: Additional steps in the wizard are displayed in relation to the type of report selected. Define Sections In Balance Sheet or Income Statement reports, the second step of the wizard prompts users to choose report sections and the related accounts. This information is displayed in the row definition that is being created. HINT: Use the Ctrl or Shift keys to select multiple accounts. Microsoft Official Training Materials for Microsoft Dynamics® Your use of this content is subject to your current services agreement
- 3. Appendix A A-3 NOTE: Report section options are related to the type of report being defined. Although the section options are predefined, the text that displays in the completed report can be edited in the next step of the wizard. FIGURE 18.2 DEFINE SECTIONS Edit Sections Sections and accounts defined for Balance Sheet or Income Statement reports can be edited in the Edit Sections step of the wizard. Notice that each section displays a related total row. Total rows are also added for items such as Gross Margin, Net Income (Loss), Total Assets, and Total Liabilities and Equity. Place the cursor over a total row to display a brief explanation of its contents in the completed report. Microsoft Official Training Materials for Microsoft Dynamics® Your use of this content is subject to your current services agreement
- 4. Report Design in Management Reporter 2.0 for Microsoft Dynamics® ERP A-4 The order of sections and accounts is changed by the Move Up and Move Down buttons, while descriptions are changed by double-clicking the desired item. FIGURE 18.3 EDIT SECTIONS Microsoft Official Training Materials for Microsoft Dynamics® Your use of this content is subject to your current services agreement
- 5. Appendix A A-5 Preview Report In the Preview Report step of the wizard, users have the option to add shading to the total lines. FIGURE 18.4 PREVIEW REPORT Microsoft Official Training Materials for Microsoft Dynamics® Your use of this content is subject to your current services agreement
- 6. Report Design in Management Reporter 2.0 for Microsoft Dynamics® ERP A-6 Choose Structure All report types display the Choose Structure step of the wizard. In this step, users choose to either define a single report that summarizes data for the entire company or define multiple reports based any dimensions. When users choose to define multiple reports, the wizard creates a reporting tree definition. FIGURE 18.5 CHOOSE STRUCTURE Microsoft Official Training Materials for Microsoft Dynamics® Your use of this content is subject to your current services agreement
- 7. Appendix A A-7 Name Report The next step of the wizard is to define a name, description, and if desired, reporting period for the generated report. By default, the report date is set to pull data from the period before the current operating system date. However, once the wizard is finished, users can choose from all date options available within the report definition. FIGURE 18.6 NAME REPORT Microsoft Official Training Materials for Microsoft Dynamics® Your use of this content is subject to your current services agreement
- 8. Report Design in Management Reporter 2.0 for Microsoft Dynamics® ERP A-8 Complete Wizard The final step of the wizard displays the options selected in the previous steps and the related building blocks being created for the report. Users can click Back to make changes or Finish to complete the wizard. FIGURE 18.7 COMPLETE WIZARD The completed report definition displays in Report Designer, where modifications can be made to the design through the associated building blocks. If the generate report option is selected in the Name Report step of the wizard, the completed report is opened in Report Viewer. Dimensions and Special Characters Management Reporter allows users to define the logical positioning and lengths for dimensions in each building block. Management Reporter supports the use of special characters as a way to identify multiple dimension values without naming each item individually. Microsoft Official Training Materials for Microsoft Dynamics® Your use of this content is subject to your current services agreement
- 9. Appendix A A-9 The following table describes the characters that are supported for specifying segment and dimension values. Character Function for Row Definitions Function for Reporting Tree Definitions Ampersand (&) In the Dimensions row of the Insert Rows from Dimensions dialog box, identifies the dimension from which to bring values into the row definition. These values become the basis of the rows in the generated report. Ampersands are typically used for the natural segment or the account dimension. No function. Number sign (#) In the Dimensions row of the Insert Rows from Dimensions dialog box, identifies the dimension to ignore when users bring values into the row definition. Number signs are typically used for the responsibility dimensions. No function. Plus sign (+) No function. In the Character position area of the Insert Reporting Units from Dimensions dialog box, identifies the dimensions from which to bring values into the reporting tree. These values become the reporting units in the tree. Digits (0-9) In the Dimension Range Start and Dimension Range End rows of the Insert Rows from Dimensions dialog box, identify the first and last dimension values to bring into the row definition. In the From Dimension and To Dimension columns of the Insert Reporting Units from Dimensions dialog box, identify the first and last dimension values to bring into the reporting tree definition. In the Dimension column of a reporting tree definition, identify the dimension value to include in each reporting unit. Letters (a-z, A-Z) Functions in the same manner as digits. Functions in the same manner as digits. Question mark (?) A placeholder for a single character or dimension value. Also known as a wildcard. Same as the row definition. Microsoft Official Training Materials for Microsoft Dynamics® Your use of this content is subject to your current services agreement
- 10. Report Design in Management Reporter 2.0 for Microsoft Dynamics® ERP A-10 Character Function for Row Definitions Function for Reporting Tree Definitions Asterisk (*) A placeholder for one or more characters in a dimension value. Also known as a wildcard. Same as the row definition. Summary This appendix supplies supplemental information for users of Management Reporter. The use of the Report Wizard and how dimension values are related to the use of special characters were discussed. Microsoft Official Training Materials for Microsoft Dynamics® Your use of this content is subject to your current services agreement