Each week, I will be sharing a Management Reporter tip for Microsoft Dynamics ERP. If you are not familiar with Management Reporter, it is a real-time financial reporting application designed to empower information workers to quickly and easily create, generate, secure, and publish financial statements, such as Profit and Loss (P&L) statements, balance sheets, and cash flow reports. This first post is a calculations tip on Change Base Row.
Change Base Row in Management Reporter
Change Base Row (CBR) is a format code found in the row definition that allows the report to calculate a percentage of net sales or another row. Seeing a percentage of sales can be valuable if you want to compare your financials to another company or division to see how well you are doing, regardless of the revenue amounts.
Row Definitions: Format Code CBR
Multiple CBR Calculations:
Column Definition:
Result:
This tip and many more are covered in our Management Reporter training classes held regularly. If you are interested in more training, please contact us or visit our calendar to register for an event.
Be sure to subscribe to our blog so you don’t miss next week’s tip – Using PERIOD in the Column Formula.
For more helpful tips on how to use Management Reporter for Dynamics GP or SL, sign up for our two-day class, Aug. 26-27, 2020.
This post was updated July 2020.
