MDGP 2015 Feature of the Day: Management Reporter Integration

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series of posts on the new features of, the soon to be released, Microsoft Dynamics GP 2015. As I have done for the last two releases, I intend to shadow these posts and add my own opinions on these new feature; the series index is here.

The twenty fourth Feature of the Day is Management Reporter Integration. This feature created a new navigation list for accessing Management Reporter reports from within the Financial and Administration Navigation Lists.

The Management Reporter navigation list becomes enabled once the location of the Management Reporter service is defined in the Reporting Tools Setup window.

The navigation list displays a list of reports the current user has security access to and enables them to view the reports in the Management Reporter Viewer with just a click of a button:

Management Reporter Reports

The roles targeted by this feature are:

  • All

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Upgrading Management Reporter 2012: Post Upgrade Connection Problem

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.

Over the last three posts I covered the upgrade of the Management Reporter server and client components. If the components and database has been upgraded as covered in the posts then you should not see the error message shown below:

Management Reporter – Can’t connect to the Management Reporter server. Do you want to specify a different server address?Management Reporter – Can’t connect to the Management Reporter server. Do you want to specify a different server address?

This error is one seen at a client who had done the upgrade on the server and the majority of clients. But one user who had been on holiday that day hadn’t had their PC updated and wasn’t aware it had been done. So when they tried logging into Management Reporter they logged the issue.

A short client upgrade later and they were up and running without further problems.

Upgrading Management Reporter 2012
Upgrade the Server Components
Upgrading the Database
Upgrading the Clients
Post Upgrade Connection Problem

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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Upgrading Management Reporter 2012: Series Index

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 post will serve as the series index:

Upgrading Management Reporter 2012
Upgrade the Server Components
Upgrading the Database
Upgrading the Clients
Post Upgrade Connection Problem

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 ‘Bad or missing data…’ error

Microsoft Dynamics GPI’ve had this post in my queue for a while after it got overlooked, but I figure it is still worth posting.

We received a call on the service desk from a client who was having problems with Management Reporter; whenever they tried to generate a report they received the following error:

Bad or missing data was encountered while loading the report and its building blocks. Report generation has been cancelled.Bad or missing data was encountered while loading the report and its building blocks. Report generation has been cancelled.

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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