Open Forum

Management Reporter Drill Down

  • 1.  Management Reporter Drill Down

    Posted Jun 25, 2019 02:56 PM
    We are switching from FRx to Management Reporter.  When drilling down in Management Reporter all of the dates are as of the end of the month.  In FRx we would see the actual transaction date.  Is putting the month end date instead just what Management Reporter does or am I missing something to get the actual transaction date in the drill down?

    Nancy Ludin
    ORP Management LLC
    Academy - Online Interactive Learning from Experts

  • 2.  RE: Management Reporter Drill Down

    Posted Jun 25, 2019 04:37 PM

    Not sure how far you have gone down the road to convert FRx to Management Reporter but I would suggest looking at XL Statements as an option.  It may prove to be a better tool and more user friendly, we are moving from Management Reporter to XL Statements due to issues pulling data in an easy way just as you mentioned and the fact that we have had to rebuild the Data multiple times.  That is a real issue in crunch time.  Just wanted to throw that out there if you have not looked at that option yet.

    Good Luck!

    Bill Welch
    Just Dough It, Inc
    Camdenton MO

    Academy - Online Interactive Learning from Experts