Column header autotext in Management Reporter

Autotext codes are variables that update each time a report is generated. Any column header can include these codes to specify information (such as date or period number) that varies for reports. In this way, you can use one column definition for multiple report definitions, time periods, and reporting trees.

Because codes rely on the calendar information from the Column Detail section, codes only work with FD, WKS, or CALC columns. When you use these codes for CALC columns, complete the Base Year field or the Period field.

The way an autotext code appears in the column header cell affects how that information appears in the report. In the Column Header dialog box, the autotext codes appear in mixed case, which results in mixed case text in the report. For example, within a standard calendar year, @CalMonthLong resolves month 7 to July. If you want the text to be uppercase in the report, for example JULY, type the code in uppercase characters, for example @CALMONTHLONG, into the Column header text box.

You also can mix codes with text. For example, the following header text:

Period @FiscalPeriod-@FiscalYear from @StartDate to @EndDate

results in a report heading similar to the following:

Period 1-02 from 01/01/02 to 01/31/02

The following table lists the available autotext options for column headers.

AutoText Option and Code

Description

Month name@CalMonthLong

Prints the name of the current month in the column heading.

If you choose to round the amounts in the report to thousands, millions, or billions, or if you set the column width in the report to fewer than nine characters, the name of the month abbreviates to its first three characters.

Abbreviated month name@CalMonthShort

Prints the abbreviated name of the month for the selected fiscal period.

Period number@FiscalPeriod

Prints the numeric form of the fiscal period identified for that column. If the column spans multiple periods, the last period in the range prints.

Period description@FiscalPeriodName

Prints the fiscal period description that is identified in the financial data.

Fiscal year@FiscalYear

Prints the fiscal year for the column in numeric form.

Calendar year@CalYear

Prints the calendar year for the column in numeric form.

Start date@StartDate

Prints the column start date in the Short Date format specified, as in the Amount & Date Format box of the Entity Information dialog box.

End Date@EndDate

Prints the column end date in the Short Date format specified, as in the Amount & Date Format box of the Entity Information dialog box.

Unit name from tree @UnitName

Displays the unit name in the column header if you restrict a column to a specific unit of the reporting tree.

Blank line@Blank

Inserts an empty line in the column header.

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