How To Drill Down to GP G/L Detail from MR Financial Statements

Did you know that you can open a GP account inquiry window from within the Management Reporter Report Viewer?  You just need to drill-down to the account detail in MR and then you’ll see the Dynamics button.

Click on the Dynamics button and this will open the GP Financial Detail Inquiry window for that account number and that period/month.

The Detail Level setting in the MR report definition must include Account detail.

You must be logged into GP; otherwise, you’ll get the message below.

And, you must be using the Management Reporter Report Viewer, not the web viewer, as the default viewer to drill-down into GP.  In MR, go to Tools > Options and check the box highlighted below.

That’s it! If you would like additional help with drilling down to general ledger detail in GP, contact us for help.