Configuring the Additional Options tab in Management Reporter

The Additional Options tab includes additional report setting options.

Additional options

The following list describes the Additional Options:

  • Include amounts in future periods

    Includes amounts in columns that specify periods beyond the base period that is defined on the Report tab. If you do not want the future period amounts to appear in your report, clear this box.

  • Include missing unit warning

    Displays a warning message during report processing when a column or row is restricted to a reporting unit and the reporting unit does not exist or was not selected in the tree (the default). If you want to use a restricted row or column in other reports and do not want to see this warning, clear this check box.

  • Exclude inactive accounts

    Generates reports that exclude inactive accounts if your Open Financial System Interface (OFSI) supports the exclusion of inactive accounts. By default, this check box is not selected. If you select this check box and your OFSI does not support inactive accounts, your reports are not affected.

Other reporting tree options

The following list describes the Other Reporting Options:

  • Restart numbering with every unit

    Restarts the page numbering of each reporting tree unit within a report. If you want to use sequential page numbering for all of the selected reporting units, do not select this check box.

  • Allow rollup less than 1%

    Allows a rollup of less than 1 percent. If you do not select this check box, an entry of .25 in the Rollup % cell of the reporting tree indicates that 25 percent of each row should be rolled up to the parent. With this check box selected, an entry of .25 would limit the roll up to .25 percent (one-fourth of one percent).

  • Disable unit security

    Enables all users to drill down into all detail levels.

Consolidate entities with different fiscal year ends

The following list describes the options for consolidating entities with different fiscal year ends:

  • Rollup by using default entity period number

    Rolls up accounts by period numbers in multi-entity reporting trees.

  • Rollup by using default entity period end date

    Rolls up accounts by period dates in multi-entity reporting trees.

Configure Account & Transaction details

  1. In an open report definition, click the Settings tab, and then click Other.

  2. Click the Account & Transaction Details tab.

  3. Change any Account & Transaction Details settings.

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