MR

What’s new in Management Reporter 2012

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Management Reporter 2012 is loaded with lot more new features and flexibility to generate and deliver reports, below are some of the features and enhansments

  1. Additional report design flexibility streamlines your report design process
  2. Enhanced financial report collaboration capabilities offer the ability to react quickly to changes in your business
  3. Updated interaction when viewing financial reports helps users find data quickly and add additional context to their reports
  4. Deeper Microsoft Dynamics ERP integration delivers additional data to be included on your financial reports
  5. Management Reporter 2012, supports the following Microsoft Dynamics ERP solutions:
    • Microsoft Dynamics AX 2012
    • Microsoft Dynamics AX 2009
    • Microsoft Dynamics GP 2010
    • Microsoft Dynamics NAV 2009
    • Microsoft Dynamics SL 2011
  6. Report Design Flexibility
    • Quickly identify accounts/dimensions that have been omitted from report building blocks
    • Format headers for rolling forecasts
    • Easily save and reuse dimension combinations when designing reports
    • Control how dimension descriptions are formatted and displayed
  7. Financial Report Collaboration
    • Usability enhancements to make Report Groups more discover-able by providing access from the navigation pane
    • Schedule reports to generate on a periodic basis
    • Publish to a read-only (.XPS) report format
    • Publish reports to multiple Microsoft SharePoint® or any network location
    • Publish a personalized Microsoft Excel® (.xlsx) file
    • Personalized and secured view of data for all output types
    • E-mail reports via SharePoint alerts
    • E-mail a link to a report from within the Report Viewer
  8. Interactive Report Viewing
    • Quickly create a chart based upon selected report rows and columns
    • Locate key features in Report Viewer with an enhanced toolbar
    • Jump to key areas of the report for fast analysis
    • Find a key value in a report, such as an account value or description
    • Easily page within a report
    • Add comments to important rows in a report version
    • Copy comments from one version of a report to another
    • Collaborate on a report by providing a link to the current report and 
    • selected row when launching an instant messenger client from within a report
  9. Deeper Microsoft Dynamics ERP Integration
    • Trickle data from Microsoft Dynamics AX and Microsoft Dynamics NAV into Management Reporter data mart for increased performance
    • Create financial reports based upon data in Microsoft Dynamics NAV General Ledger
    • Drill from account and budget balances on a report to related information in Microsoft Dynamics ERP
    • Display or filter on properties of dimensions and transactions to design more precise financial reports.
    • Automatically integrate company information from your Microsoft Dynamics ERP 
    • Report on Microsoft Dynamics AX 2012 budget reservations (preencumbrances/encumbrances) based upon budget funds available calculation as defined in budget control configuration
    • Manage all users (both Microsoft Dynamics AX and Management Reporter) from within Microsoft Dynamics AX
    • Dynamically align reporting trees with Microsoft Dynamics AX organizational hierarchies
    • Choose whether to include or exclude budget submodels when using Microsoft Dynamics AX 2012 budgets

This entry was posted in MR, MR 2012.

Management Reporter 2012 – How to Clear Report Queue?

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It is often noted that after generating report Management Reporter 2012 keeps the logs of the same and during the course these are piled up and at time you need to clear these report queues, below steps will help you to clear the queues.

  1. Log in to SQL Management Studio with admin privilege.
  2. Run the below script against Management Reporter Database
    USE ManagementReporter
    DELETE RepositoryMessage

  3. Open Management Reporter and Check if this has cleared all the Report Queue.
    Tools >> Report Queue Status.

This entry was posted in GP 2013, Management Reporter, MR, MR 2012.

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

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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.

  • 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.

This entry was posted in GP, GP 2013, MR.