Upgrading Management Reporter 2012: Upgrading the Clients

Microsoft Dynamics GPIn this short series of posts, I’m going to take a look at upgrading an installation of Management Reporter 2012 to the latest Rollup. The series index can be found here.

With the server fully upgraded we now need to upgrade all of the clients. To do this start the same setup.exe as used to upgrade the server components and select Management Reporter Client:

Management Reporter Setup

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Upgrading Management Reporter 2012: Upgrading the Database

Microsoft Dynamics GPIn this short series of posts, I’m going to take a look at upgrading an installation of Management Reporter 2012 to the latest Rollup. The series index can be found here.

In the previous post I covered the upgrade of the server components; in this one I’m going to finish the upgrade of the server which requires that the database also be upgraded.

To do this run the Configuration Console from the Windows Start screen; you’ll see a Task List in the bottom right corner of the window showing thre items:

Management Reporter 2012 Configuration Console

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Upgrading Management Reporter 2012: Upgrade the Server Components

Microsoft Dynamics GPIn this short series of posts, I’m going to take a look at upgrading an installation of Management Reporter 2012 to the latest Rollup. The series index can be found here.

The first step in upgrading Management Reporter is to update the server components. To do this download the latest Rollup from either PartnerSource or CustomerSource. Run the downloaded MSI and specify a path to extract the files into (by default the files will be extracted into the same folder as the MSI, so I typically create myself a folder called MR and extract the files into that:

Choose Directory For Extracted Files

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FRx Migration Wizard Failure

Microsoft Dynamics GPI have a number of clients who have been using Microsoft Dynamics GP for a number of years and who we are now upgrading again. A few of them continued using FRx when they upgraded to Microsoft Dynamics GP 2010, but now they are upgrading to Microsoft Dynamics GP 2013 they also need to switch to Management Reporter 2012 as FRx is not supported with the latest versions of Microsoft Dynamics GP.

Most of these migrations proceed without a problem, but I did have one client where the Migration Wizard ran through and returned a successfully completed message. However, when I logged into the Report Designer to check the migrated building blocks, I found that there was nothing there.

As a double-check, I re-ran the Migration Wizard to the same effects so I started to do some investigation. I eventually took a look in the FRx database and found a number of corrupt rows in the Catalog table like the one below:

FRx Database - Catalog Table

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Management Reporter Error Opening Column Definition

Microsoft Dynamics GPDuring a recent upgrade of a client from Microsoft Dynamics GP 2010 to Microsoft Dynamics GP 2013 we also did a migration of FRx to Management Reporter.

After doing the test upgrade and migration I tested Management Reporter and everything was working fine. However, a month later when I was back on site for the live upgrade and some additional training, I found that Management Reporter was no longer working correctly.

When I tried to open a column definition I received an error:

Management Reporter: The operation could not be completed due to a problem in the data provider framework.Management Reporter: The operation could not be completed due to a problem in the data provider framework.

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Management Reporter 2012 CU8 Now Available

The Dynamics Financial Reporting blog today announced the release of Management reporter 2012 CU8.

Full details can be found at the link above, but here’s a quick summary of some of the new features:

  • Dynamic calculated column headers…no more hard coding of Months within the column definition
  • Currency translation for Dynamics GP 2013 using DDM Data Mart provider
  • Ability to create a side by side balance sheet by using a section break option in row definition
  • Option to include line numbers on generated reports
  • Ability to set all columns in definition to Autofit by default
  • Collection of Excel formatting improvements

Management Reporter 2012 CU8 can be downloaded from here for the US and all other countries here (CustomerSource or ParnerSource login required).

Microsoft Dynamics GP 2013 Reporting – Second Edition eBook Giveaway

I am pleased to announce that I have teamed up with Packt Publishing and are organizing a give away especially for you. All you need to do is submit a comment below the post and win a free e-copy of Microsoft Dynamics GP 2013 Reporting – Second Edition by David Duncan and Christopher J Liley. Five lucky winners stand a chance to win an e-copy of the book.

Keep reading to find out how you can be one of the Lucky Ones.

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Management Reporter Period 13 Is Not Valid For Company

This is an issue I came across a few months ago and misplaced my screenshots. Having just stumbled across them on my test Hyper-V server I decided it is still worth posting about.

I was doing some testing on a system with multiple companies created and was looking at a report consolidating figures from all of them into one report. When the report was generated it failed and gave the error message below for several of the companies in the Report Queue Status window:

Period 13 for fiscal year 2013 is not valid for company <company name>. No data will be returned for this company.
Period 13 for fiscal year 2013 is not valid for company <company name>. No data will be returned for this company.

I checked the Fiscal Period Setup in Microsoft Dynamics GP for all reported companies and all of them had the same period 13 defined. Management Reporter, as well as reporting errors in the Report Queue Status window, logs errors in the Windows Event Viewer.

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Review of Microsoft Dynamics GP 2013 Reporting by David Duncan and Christopher J Liley

I have received a copy of the newly published Microsoft Dynamics GP 2013 Reporting, by David Duncan and Chrisopher J Liley, from Packt Publishing to review. This is an update of a previous book the pair wrote for Microsoft Dynamics GP 2010:

Microsoft Dynamics GP 2013 Reporting

The book covers an extensive range of the reporting tools in, or available with, Microsoft Dynamics GP 2013:

  • SmartList Builder including Excel Report Builder
  • Report Writer and Word Templates
  • Reporting Services Reports
  • Analysis Cubes
  • Management Reporter

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