How To Install Management Reporter Sample Reports

In some recent posts I’ve covered installing Management Reporter (prerequisites, server and clients) as well as doing the initial setup.

Once Management Reporter has been installed and initialised, typically the next step would be to configure security access and then start creating the building blocks required for the needed reports.

However, if you’re creating a demo system you might instead install the sample reports supplied by Microsoft which can be downloaded from either CustomerSource or PartnerSource (login required) which is what I am going to cover in this post.

Once the reports have been downloaded, the next step is to import the sample reports into Management Reporter. From the Welcome screen in Management Reporter, click Import building block groups;

Welcome

Select the building block you want to import into and click Import;

Building Block Groups

Navigate to the downloaded file and click Open;

Open

In the Import screen you can choose what to select and select items from different tabs;

Import

In this instance I want to bring everything into Management Reporter, so I selected all Report Definitions (which also selects all related Row Definitions, Column Definitions, Reporting Tree Definitions and Dimension Sets) and clicked Import;

Import

Once the Import is finished the building blocks and reports will be available;

Management Reporter for Microsoft Dynamics ERP

Ian Grieve

About Ian Grieve

Ian is a Microsoft Dynamics GP certified consultant specialising in the delivery of Microsoft Dynamics GP projects and currently working for Perfect Image Ltd., a Microsoft Partner and VAR in the North East of England. Ian has worked with Microsoft Dynamics GP since 2003 and, over the nine years since, has dealt with all aspects of the product life-cycle from presales, to implementation, to technical and functional training, to post go-live support and subsequent upgrades and process reviews. In his spare time, Ian runs the azurecurve | Ramblings of a Dynamics GP Consultant blog dedicated to Microsoft Dynamics GP and related products.
This entry was posted in Dynamics, GP, Management Reporter, Microsoft and tagged , , , , , , , , . Bookmark the permalink.

4 comments on “How To Install Management Reporter Sample Reports

  1. Pingback: Interesting Findings & Knowledge Sharing » How To Install Management Reporter Sample Reports

  2. Pingback: How To Install Management Reporter Sample Reports | azurecurve - DynamicAccounting.net - GP Technical Blogs - Microsoft Dynamics Community

  3. Pingback: Fixing The Management Reporter Sample Reports Part 2 | azurecurve

  4. Pingback: My Homepage

Leave a Reply

Your email address will not be published. Required fields are marked *

*

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>