Management Reporter again, folks, after a short delay; I finally completed on a house purchase, in rural Northumberland, two years after I started work at Perfect Image.
I received another call that data on a report was not coming out correctly a short time ago (I’ve had the screenshots stored for a while until I had time to write this post); the numbers didn’t match those in Microsoft Dynamics GP or those on the old FRx report (which did match the numbers in GP.
I started by checking the Row Definition and the Link to Financial Dimension column to see what information was being brought through. The setup with ranges for the excludes struck me as a little odd with the ranges of 1:1, 10:10 and 100:100:
I do need to give the warning I gave in the last post; I am not a SharePoint consultant, so please do not follow these posts to install SharePoint as a live system. I was installing it just to see if I could install it, if it would work and, ultimately, so I could install Business Portal for a demo.
This post picks up where the previous ended with the Configuration Wizard being launched. To proceed, click through the Configuration Wizard, click Next:
This is my second book, the first being the Microsoft Dynamics GP 2013 Cookbook, and is the third piece of my work
With this book you will:
- Discover how to improve financial management in Microsoft Dynamics GP 2013
- Learn the key financial management modules in Microsoft Dynamics GP 2013
- Improve your abilities with Microsoft Dynamics GP 2013 to gain a better understanding and control of your business
The modules covered in Microsoft Dynamics GP 2013 Financial Management are:
- Analytical Accounting
- Cash Flow Management
- PO Commitments
- Encumbrance Management
In the last post I took a look at installing the SharePoint prerequisites so in this one I’ll be taking a look at installing SharePoint itself.
I do need to give the warning I gave in the last post; I am not a SharePoint consultant, so please do not follow these posts to install SharePoint as a live system. I was installing it just to see if I could install it and see if it would work.
To install SharePoint, start the installer and select Install SharePoint Server:
I was having a fiddle around a while ago, after I built my new home server, with SharePoint and thought I’d post a short series of posts up to remind myself of how to do the install again.
I don’t typically work with SharePoint as that is in the purview of other consultants at work, but I do need to interact with it for items such as Business Portal. Which is why I decided to have a go at installing it. Before anyone says, I know there is a new version of SharePoint now, but this is the version I had available to me when I did the install and I’m about to move house so don;t have everything setup at home to do a SharePoint 2013 install.
If you do follow these posts and install SharePoint, please don’t do so on a live system. Only use the resulting SharePoint for GP/other demos.
First step, is to install the prerequisites (very easy if you have an Internet connection):
I realise this probably won’t interest the American readership, but I would appreciate it if you could vote for an MS Connect suggestion I have logged for Management Reporter.
In Management Reporter there is no way to change the default page setup except by editing each Report Definition.
This is an issue in the UK because the default page size here is A4 rather than Letter (as is common in the US). This means that every single new report created needs to be edited to have an A4 page size.
I think it would be incredibly useful if there was a global page setup which could be defined and would be the default for every single new report created in Management Reporter. Not only would it allow for a default page size, but also allow for a global default margin size or to choose between portrait and landscape as the default orientation.
If you think this suggestion is a good one, then please vote here and tell Microsoft how many people would benefit.
I am definitely in a Management Reporter zone at the moment. A recent issue I’ve dealt with was where Management Reporter was not remembering the Default Company, so each time a user opened Management Reporter they had to reset it before they could use Management Reporter Report Designer.
A little checking round and this turned out to be a problem with the configuration of Citrix XenApp which is clearing down the user profiles each time the user logged off.
Management Reporter stores the users default company in a configuration file located in %LOCALAPPDATA%\Microsoft\Management Reporter\ and this data was being cleared down each time they logged off Citrix. What keyed me into this being the problem was when I got a user to close Management Reporter and reopen it without logging off Citrix and they did not then need to select the default company; they only needed to do this after logging all of the way out.
The solution to the problem is to change the configuration of Citrix so that the configuration file is not deleted when the user logs off. Once this is done, the Default Company will be remembered.