INFORMATIONAL ** THIS INFORMATION HAS NOT BEEN VERIFIED **

How can SMI automatically produce a sheet for every segment

Entry Type: Informational

Product: Sage MAS 500 ERP

Application: Report Manager

Version Reported: All

Subject:

How can SMI automatically produce a sheet for every segment.

Possible Resolution:

1. Open Report Manager
2. Copy and Paste the desired Report into a New Folder.
3. Click Proceed to Run the Report that you would like to edit. (Example: Copy of Financial Reports).
4. Enter the Required Report Parameters. (Example: Financial Year: 2008, Budget Set: SOA-Current Budget). Click OK.
5. Click on the Menu tab. Run the Desired Report. (Example: Income Statement 4-Actual 1-12, Qtrs&YTD).
6. In the Excel, create a Copy of the Income Statement Tab.
7. For both Reports, add a Column to use as your Segment Filter.
8. Use a LEFT, RIGHT or MID EXCEL FUNCTION to Define the Segment Filter. (Example: LEFT(A9,4) This will show the Main Account Segment only in my new Column.
9. Add an Auto Filter to the New Column.
10. Click on the 2nd Report and add the same Function with the Desired Segment.
11. Create and Link Template to Save Changes.

The next time you run the report two sheets will display with the Filtered Segment selected on each.