Only the unit description from the reporting populates in the report. It would be incredibly helpful to have the option to show the unit name in addition to the unit description. A great example would be a cost center code and cost center description. Example From Reporting Tree: Unit Name: 1000 Description: Budget Reports will only pull the description "Budget" from the reporting tree. To my knowledge there is not a way to configure the report to show the unit name 1000 (Cost Center) and the description together which would be helpful to see the cost center code next to the description. Even if I create an ACCT column, that column is not populated and left blank while drilling through the tree. Would love to see this made available as even basic pivot tables are able to do this.
Comments
Hello, Yes, there are predefined options available where you can pull various information from the tree. Take a look at the "Insert Auto Text" button located in the Headers and Footers section of the Report Definition. You have about a half dozen fields you can pull from the Header and if that is not enough 10 more are available in Other by making use of the last column of the Tree definition.
It would be nice if we could use a long date name without the Day of the week or have @CalYear, @FiscalYear and @BookCode available to use in the headings.
Category: Financial reporting
Administrator on 11/18/2019 3:54:08 PM
Thank you for your feedback.
There was some existing functionality if you review the help documentation. We released an enhancement for this feature as part of the functionality around October 2018.
Please refer to the following link for more information:
Search LCS Issue search for KB 4523854 –
AutoText for @UnitName and @UnitDesc does not show the expected results that are documented in the help for the Column Header
Sincerely,
Ryan Sandness,
Microsoft