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Advanced Tips: How to setup Attribute Reporting in Management Reporter for Dynamics GP

If you are working with Dynamics GP extensively on a day to day basis, it could be beneficial to broaden your knowledge on how to use the more advanced features of your Dynamics GP solution to be able to work quicker and more efficiently. In our latest tips and tricks article, we are going to introduce you to the Management Reporter for Dynamics GP and provide you with a step by step guide on how to setup attribute reporting.

So what is Management Reporter for Dynamics GP?

Essentially, Management Reporter is an interactive reporting application that can be used to create, maintain, deploy and view financial statements. This application goes far beyond the traditional reporting constraints to guide you through the process of designing a variety of reports in the most efficient way.

There are four building blocks of a report in Management Reporter:

  • Row Definition – describes the descriptive lines e.g salaries or sales on a report.
  • Column Definition – defines the period to use when extracting data from the financial dimensions.
  • Reporting Tree Definition – resembles an organisational chart which contains individual reporting units that represent each box in the chart.
  • Report Definition – uses a row definition, a column definition and optional reporting tree definition to build a report.

NB: If you are not too sure what you are doing the first time round you can make use of the Report Wizard to create a report definition that you can customise later.

How to setup Attribute Reporting in Management Reporter for Dynamics GP

Step 1: Login into Dynamics GP and open the Management Reporter function. From here, go to the 'Report Definition Report' tab then set the 'Detail level' to 'Financial, Account & Transaction'. Once you have completed this open 'Column Format'.

Step 2: Once you have opened the 'Column Format' go to the Column Definition window and then set the 'Column Type' as 'ATTR'.

Step 3: Following on from this, you can now set the 'Attribute Category' from the 25 different options available to you.

Step 4: Depending on how many Attribute Categories you wish to select, you will need to repeat steps 2 and 3 for each one.

Step 5: Once you have completed the above, you can save the changes to the 'Column Definition'.

Step 6: From here you are now in a position to generate the report.

Step 7: Once you have done this, you can now drill down into the transaction detail where you will see each of the Attribute Categories you selected in the setup.

If you are a small business struggling to grasp an understanding the Management Reporter for Dynamics GP and how to use it and require extra Dynamics GP training or advice then get in touch with Advantage today.

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