Getting Started with Management Reporter (MR)

Posted by Jen Bieker on April 19, 2016


Recently, we’ve been getting requests to cover the basics of reporting in MR. We’ve compiled the information below to help you get started with Management Reporter.  

  • Start with this article! It’s a summary of MR building blocks.
  • Watch a clip (16 minutes) from our recent webinar on the details of MR Building Blocks
  • Watch the entire webinar, Management Reporter Basics
  • Digest what you’ve learned, and then take a look at our Advanced Topics in MR webinar 

Building Blocks of MR:

Management reporter comes with some great pre-built reports.  Let’s start by exploring the building blocks of a report in one of these existing reports, the Balance Sheet report.  However, the Balance Sheet uses out-of-the-box categories.  So if you have modified categories in your system, you might need to change these.  That’s were understanding the Row and Column definition options are handy.

Row Definitions:  Row definitions define the rows displayed in a report.  You can go in and customize the report in many ways with rows, for example, add in calculations.  You can get to the row definitions multiple ways in MR.  Using the navigation on the left, or the button on the right as in this picture.  

Here’s a list of the row definitions you should start with and a short description of what each one does.

  1. Description – your label
  2. Format Code – this makes it look pretty or can add a calculation
  3. Related Formula – tells the report what to do with the “Format Code”
  4. Normal Balance – lets you show the number as a positive number
  5. Print Control – here you can suppress the printing; for example, if you don’t want zeros to display on your report.


Column Definitions:  This definition area defines what the columns contain in your report.  You can have as many columns as you like in your report, but make sure you have a description.  One other tip, keep the column headers simple, it’s best to use somewhat generic terms.

Here are a few column definitions to start with.

  1. Column Type – this is the data that your report is getting from the system.
  2. Calculation – if you want it to do some sort of math.
         For example, Prior Year – Current Year = Variance.
  3. Attribute – no calculations are allowed here.  This column defines the drilldown ability into the details of the report.

 

We recommend playing around with the balance sheet.  Try one thing at a time and see what it does for you. If you have questions or need some help, just let us know at Support@Crestwood.com

Ready to learn more?  Watch our webinar on Advanced Topics for Management Reporter.  


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