Management Reporter 2012 – Fixing Sample Reports to Work with Dynamics GP 2013

Issue : It has been noticed that when you install sample reports in MR 2012 and when you generate report you notice that no report comes up and you get error message page stating to correct account dimension or report date or reporting tree.

Explanation : This is because there is a mismatch between the default settings of the sample reports and Microsoft GP whereby then Link to Financial Dimensions is broken if you observer closely when you open Row Definition. The cause of the problem is that the segments in the Reports are defined as Segment1, Segment2 and Segment3 but in Microsoft Dynamics GP they are called Division, Account and Department.

Solution :  Below is the steps to install and correct the above noted issue.

• Install Management Reporter Demo Reports for GP by downloading from the link belowMicrosoft GP Demo Reports for Management Reporter 2012
  Note: The above link also explains you to install demo reports into MR

• Run the below scripts on the Management Reporter Database in the SQL Management Studio

             UPDATE ControlTreeCriteria SET DimensionCode = ‘Division’ 
         WHERE DimensionCode = ‘Segment1’

       UPDATE ControlRowCriteria SET DimensionCode = ‘Account’ 
         WHERE DimensionCode = ‘Segment2’

       UPDATE ControlTreeCriteria SET DimensionCode = ‘Department’ 
         WHERE DimensionCode = ‘Segment3’

             Note: Take a backup of the Management Reporter database before you execute the above script.

• Navigate to Tools >> Refresh Cache Financial Data under Management Reporter Designer and complete the process.

• Verify any Row Definition and you should be able to see the accounts are fixed under the column “Link to Financial Dimensions”

Now run the report, you should be able to successfully generate the reports.