June 24, 2014 User Group Dave Washabaugh

1. Management Reporter:50 tips in 50 minutes June 24, 2014 User Group Dave Washabaugh

2. Glamour shots Showing headers and footers Using dimension filters Formatting column headers Using default font styles Using default reports Using CBR Suppressing drilldown Suppressing formatting rows Using CS format code Using Go To menu Need for speed Radical rows World Wide Web viewer Cool columns Keep it clean Make it mine Head to toe Potpourri 1 + 1 = 2 Using day in start and end dates Using PERIODS Stacking report data Updating default report link location Inserting rows from dimensions Suppressing rows with no amounts Using text fields from reporting tree Determining cumulative update (CU) Formatting groups of rows Using Show menu Hiding navigation pane Opening recent report group Using ACCT column Formatting section headers Deleting blank rows Using find and replace Formatting your rows Printing day of week Using statistical data Reviewing previously generated reports Using If @Unit calculations Using conditional print options Using F3 button Adding logos Using BASE:BASE-11 Formatting description display Using Open dialog Creating side by side reports Overriding report definition settings Downloading report groups Using column placement Sorting reports Using format overrides Using auto text with calculation columns Renumbering rows Using calculations with NP columns Subscribe to the blog Using Refresh button Using Publish button Using shading Using future periods for Trend reporting

3. 1+1 = 2

4. 1 + 1 = 2 • Calculate percentages between accounts using CBR • Include averages by using PERIODS in a column calculation • Include statistical data to create ratios • Calculate controlling interest by using If, then else and @UNIT functions • Explicit columns for non-printing columns

5. Cool columns

6. Cool columns • Subtract eliminations by using dimension filters and calculations • Create weekly reports by using days instead of dates • Include account numbers by using the ACCT column type • Create a rolling 12 months in a single column by using BASE-11:BASE for fiscal periods • Create dynamic headers for CALC columns by using autotext headers • Create trend reports showing future periods

7. Radical rows

8. Radical rows • Make rows “un-drillable” using XD format code • Create a stacked actual versus budget report using row modifiers • Create a box around your report • Print subtotals in specific columns by using column placement • Create side-by-side reports using COLUMN format code

9. Keep it clean

10. Keep it clean • Suppress descriptions and underscores by using the related rows field • Suppress rows with no amounts by using options in report definition • Limit pages in report by deleting blank rows • Print only relevant data by using conditional print options

11. World Wide Web viewer

12. World Wide Web viewer • Jump to key lines in a report using Go To menu • Collapse lines to view summary information using Show menu • Review previously generated reports • Create an external board book by downloading a report group • Refresh the report from the Web Viewer • Publish the report from the Web Viewer

13. Make it mine

14. Make it mine • Keep report formatting consistent by using default font styles • Generate reports to the same place by using default report link location • Focus on report design by hiding the navigation pane (Alt+F1) • Get the data you want by using report group overrides • Display zeros as dashes by using zero value override text • Set startup page by updating user preferences

15. Head to toe

16. Head to toe • Include logos on reports by adding them to report headers or footers • Provide additional information about reports by using text fields from reporting tree in footers • Remove the day of the week in report headers • Display headers and footers in the web viewer by using the Show menu

17. Need for speed

18. Need for speed • Jumpstart report design by using default reports • Build row definitions by using insert rows from dimensions multiple times • Make quick updates to row definitions by using find and replace in row definition • Open drop down menus and windows by using the F3 button instead of double-clicking in fields • Update formulas by using renumber row option

19. Glamour shots

20. Glamour shots • Create report sections by using boxes aroundcolumn headers • Group rows together by using the indent option in row definition • Create section headers by using format codes in row definition • Display full description by using wrap text option in column definition • Make reports easier to view by using the sort by natural option in account and transaction detail • Emphasize data by using column and row shading

21. Potpourri

22. Potpourri • Include the currency symbol on total lines by using CS format code • Determine the CU you are using by looking at the version number (2.1.9xxx means CU9) • Open recently generated report group using icon in toolbar • Audit reports and building blocks by using the Open dialog search and sort • BLOG!

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24. Questions?