MDGP 2013 R2 Feature of the Day: Management Reporter Web Viewer

The Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The twenty-first Feature of the Day covered is Management Reporter Web Viewer. In the previous versions of Management Reporter 2012, the desktop Report Viewer was the only way that a report could be generated.

This new feature allows reports to be generated from within the Web Viewer by users who are in the Administrator, Designer or Generator roles. Going back and forth between applications can be cumbersome, by staying in the web viewer, accounting managers and staff accountants can get the most to date information faster.

This option refreshes the data in the report, using the original Base Period and Year and will only be visible to the user who refreshes the report.

This feature is targeted at the following roles:

  1. Accounting Manager
  2. Staff Accountant

Click to show/hide the Microsoft Dynamics GP 2013 R2 Feature of the Day Series Index

Microsoft Dynamics GP 2013 R2 Feature of the Day
MDGP 2013 R2 Feature of the Day: SmartList Designer Go To's
MDGP 2013 R2 Feature of the Day: Identity Management - Login
MDGP 2013 R2 Feature of the Day: Purchase Requisitions
MDGP 2013 R2 Feature of the Day: Copy And Paste To General Ledger Transaction Entry
MDGP 2013 R2 Feature of the Day: Workflow
MDGP 2013 R2 Feature of the Day: Workflow Types
MDGP 2013 R2 Feature of the Day: Workflow User Delegation
MDGP 2013 R2 Feature of the Day: Default Fixed Asset ID From The Asset Class
MDGP 2013 R2 Feature of the Day: Identity Management - Scalability Groups
MDGP 2013 R2 Feature of the Day: Workflow Calendar
MDGP 2013 R2 Feature of the Day: Reprint Outstanding Transaction in Bank Reconciliation
MDGP 2013 R2 Feature of the Day: Requisition Management Integration Points
MDGP 2013 R2 Feature of the Day: Default Sort Order for Checks
MDGP 2013 R2 Feature of the Day: Document Attach - Scan
MDGP 2013 R2 Feature of the Day: Workflow History
MDGP 2013 R2 Feature of the Day: Workflow Email Notifications
MDGP 2013 R2 Feature of the Day: Azure Backups
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements - Analysis and Assignment
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements - Sales Script and Additional Information
MDGP 2013 R2 Feature of the Day: Dashboards
MDGP 2013 R2 Feature of the Day: Management Reporter Web Viewer
MDGP 2013 R2 Feature of the Day: Take Company Offline
MDGP 2013 R2 Feature of the Day: Encumbrance SQL Reporting Services Reports
MDGP 2013 R2 Feature of the Day: Email Or Print Any Report In Word Format
MDGP 2013 R2 Feature of the Day: Reverse Year End Close
MDGP 2013 R2 Feature of the Day: Document Attachment On Payables Transactions
MDGP 2013 R2 Feature of the Day: Roll Down Segment Changes
MDGP 2013 R2 Feature of the Day: Assign An Item To Multiple Sites
MDGP 2013 R2 Feature of the Day: Replace OLE Note With Document Attachment
MDGP 2013 R2 Feature of the Day: OLE Notes Migration Utility
MDGP 2013 R2 Feature of the Day: Purchase Order Prepayment Additions
MDGP 2013 R2 Feature of the Day: Print Remaining Documents
MDGP 2013 R2 Feature of the Day: Email By Document Type

Management Reporter 2012 CU9 Released

I often seem to be busy when a new version of Microsoft Dynamics GP or one of the related products, such as Management Reporter, is released. And it has happened again.

On the 12th May when I was leaving for a weeks holiday in Scotland, a new cumulative update, CU9, for Management Reporter 2012 was released with the announcement made on the Dynamics Financial Reporting blog with the download available here.

This release contains enhancements to the Management Reporter Web Viewer around opening and refreshing reports along with additional troubleshooting information in the Configuration Console related to data issues in the ERP.

In brief, Cumulative Update 9 includes the following:

  • View a list of previous month’s reports and open them in the web viewer
  • Refresh a report in the web viewer
  • Publish a report from the web viewer
  • Headers and footers are shown by default in the web viewer
  • Enhanced data detection in the Configuration Console
  • Support for dynamically displaying currency symbol, currency code and currency description
  • Support for SQL Server 2014
  • Additional fixes for product defects

Business Analyzer R5 First Run

With Business Analyzer R5 installed it’s time to take a look.

Clicking the tile will launch the app which will show a Net Income – Summary view and, as is standard in Microsoft apps, a slice of the next part of the app:

Net Income - Summary view

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Management Reporter 2012 Rollup 6 Available

A couple of days ago , the Dynamics PTS blog announced the release of Management Reporter 2012 Rollup 6.

This rollup has a range of new features including:

  • The ability to generate a single report link for a report group and open all reports from a single page in the web viewer
  • 14 new default reports for new Dynamics GP customers (existing customers can easily import these reports)
  • Transaction descriptions greater than 100 characters are now supported
  • Support for bi-directional text in Management Reporter Report Designer and Web Viewer

Partners can get more information here and download RU6 here.

Full details are available on the Dynamics PTS blog.

Management Reporter 2012 RU5 Now Available

On the 18th April the release of Management Reporter 2012 RU5 was announced on the Dynamics Corporate Performance Management blog.

The following are key features of Management Reporter 2012 RU5 when used with Microsoft Dynamics GP;

  • The Web Viewer is now the default report viewer although any report can be opened in the Desktop Viewer
  • Any report displayed in the Web Viewer can be collapsed into a summary view
  • A Default Report Link Location can now be specified to easily indicate where reports should be stored in SharePoint or network location
  • Drill Down has been added to the Dynamics Data Mart which allows for drill down to at least the account level and can drill back from the Desktop Viewer to the Microsoft Dynamics GP Detail Enqiry, Historical Detail Enquiry or Budget Transaction Inquiry windows

Rollup 5 for Management Reporter 2012 can be downloaded here (CustomerSource or PartnerSource login required).

Management Reporter 2012 Rollup 4 Released

On the 28th January, Rollup 4 for Management Reporter 2012 was released via the Dynamics Corporate Performance Management blog.

It can be downloaded from CustomerSource (CustomerSource or PartnerSource login required).

For Microsoft Dynamics GP users there is improved performance with the data mart integrations and new Quick Links in the Web Viewer which allows users to easily jump to key areas of a report.

Microsoft Dynamics GP 2013 Now Available

After what felt like a really long wait, but in reality was to the announced timeline, 19th December 2012 saw Microsoft announce the general availability of Microsoft Dynamics GP 2013 on the Inside Microsoft Dynamics GP blog.

As Errol Schoenfish, Director Product Management at Microsoft, said in the announcement, this version of Microsoft Dynamics GP allows customers to access it either via the traditional desktop client or, at no extra license cost, through an innovative new Web Client presented via Silverlight in Microsoft Internet Explorer. I think the web client is a really good addition to GP with the interface looking very clean and modern and means whether the user is in the office, at home or on the road, they can access information when they need it and in a web client which has the same structure as the familiar desktop client.

In addition to the Web Client, Microsoft Dynamics GP 2013 has seen the addition of more than 120 new features and capability enhancements to the already rich and comprehensive business management functionality; a sample of the new features can be seen in the Microsoft announced Feature of the Day.

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Hands On With The Management Reporter 2012 Web Client

These days I find that time passes far too quickly. Turns out it was on the 14th November that RU3 of Management Reporter was released and I said I’d do some posts on the web client part of it. Well, time flies but I’ve finally found the time to do the post I promised.

When I downloaded Management Reporter 2012 Rollup 3 I did what quite a few people seem to have done and looked for the web client installer within the setup utility. Well, it turns out there isn’t one as it is all handled by the server install. To view a report in the MR 2012 web client all you need to do is output the file to a network location or SharePoint. I’ve gone the easiest route and output the file to a network share.

In the Report Designer, open a Report Definition and switch to the Output and Distribution tab and change the radio button to Generate to multiple report library locations. In this case my report is being output to Library/P&L and if I click on it I can then choose to set a Related Report Link Location which I have set to the shared Dynamics Central location on my server;

Report Definition - PL Dtl CurYtd

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