Create an automatically generated header
Management Reporter can automatically generate column headers based on autotext codes. Autotext codes are variables that are updated every time that a report is generated. Any column header can include these codes to specify information, such as date or period number, that can vary for reports. Therefore, you can use one column definition for multiple report definitions, time periods, and reporting trees.
Because codes rely on the calendar information from the detail rows of the column definition, autotext codes are supported for CALC, FD and WKS columns only. 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 causes mixed case text in the report. For example, in a standard calendar year, @CalMonthLong resolves month 7 to July. If the text should be uppercase in the report, for example JULY, type the code in uppercase characters, for example, @CALMONTHLONG, into the Column header text box.
You can mix codes with text. For example, the following header text: **Period @FiscalPeriod-@FiscalYear from @StartDate to @EndDate** creates a report heading similar to: Period 1-02 from 01/01/02 to 01/31/02
Note
The way some of the text is formatted, such as long date, depends on your regional settings on the Management Reporter server. To change these settings, click Start, select Control Panel, and then click Regional and Language.
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 decide 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 is printed. |
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 starting date. |
End Date (@EndDate) |
Prints the column ending date. |
Unit name from tree (@UnitName) |
If you restrict a column to a specific unit of the reporting tree, prints the unit name in the column header. |
Unit description (@UnitDesc) |
If you restrict a column to a specific unit of the reporting tree, prints the unit description in the column header. |
Book Code (@BookCode) |
Prints the book code specified in the column. |
Blank line (@Blank) |
Inserts an empty line in the column header. |