Controlling reporting with account rollups
Microsoft Dynamics GP provides great functionality for analyzing and reviewing individual accounts and sequential groups of accounts. Many users don't know that it also provides impressive functionality for analyzing non-sequential groups of accounts via a feature known as Account Rollup.
Account Rollups are enquiries built to allow users to see different GL accounts rolled up together and to provide drill-back capability to the details. Additionally, these queries can include calculations for things such as budget versus actual comparisons and calculations.
Management Reporter provides similar functionality and Account Rollup allows users to access this functionality without the wait time in starting up Management Reporter. Let's see how to mix up some account rollups in this recipe.
Getting ready
Before using Account Rollups, it's important to understand how to set them up:
To set up Account Rollup, select Financial from the Navigation pane then select...
