This is part three of a three-part blog. Overview of stepsIn this series of blogs we are walking through how to back up Management Reporter databases, how to find your Management Reporter Administrator account and how to reset or rebuild the data mart. Here are links to the various steps:Back up Management Reporter databases (part 1)Find your Management Reporter Administrator account (part 1)Reset the data mart (part 2)Rebuild the data mart (below)Rebuild Management Reporter data martLog on to the server running the Management Reporter services with an Administrative account found in the “Finding an Administrator account in Management Reporter” step.Open the Configuration Console (Start | Microsoft … [Read more...] about How to Rebuild the Management Reporter Data Mart
How to Reset the Management Reporter Data Mart
This is part two of a three-part blogOverview of stepsIn this series of blogs we are walking through how to back up Management Reporter databases, how to find your Management Reporter Administrator account and how to reset or rebuild the Management Reporter data mart:Back up Management Reporter databases (part 1)Find your Management Reporter Administrator account (part 1)Reset the data mart (below)Rebuild the data mart (part 3) COMING July 26Reset Management Reporter data martLog on to the server running the Management Reporter services with an administrative account found in the “Finding an Administrator account in Management Reporter” step in part one of this blog series.Open the Configuration … [Read more...] about How to Reset the Management Reporter Data Mart
How to Reset or Rebuild the Management Reporter Data Mart
The below instructions are for Management Reporter when used with Microsoft Dynamics SL or Microsoft Dynamics GP. When information is specific to either of the ERP systems, separate instructions will be provided.Resetting the Management Reporter data mart is the process of clearing all the integrated data from the ERP system. This is done by disabling all the integration tasks, deleting the data mart data, and then re-enabling the integration. The ManagementReporterDM database is not removed during the process and the reset is done using a PowerShell script. This process is only available in Management Reporter 2012 CU15 or later.Rebuilding the Management Reporter data mart is the process of disabling the integration, removing the … [Read more...] about How to Reset or Rebuild the Management Reporter Data Mart
Can’t Connect to Management Reporter?
Is this getting old? “Can’t connect to Management Reporter” is one of our top 10 blogs every month. If you’re frustrated by frequent issues with Management Reporter for Microsoft Dynamics GP and SL, it might be time to upgrade to a better reporting tool. Microsoft Power BI has built-in dashboards and interactive filters to let you build visually appealing reports in real time. Not ready for a move yet? Keep reading to fix those connection issues ... Try These Fixes for Common Connection Issues Management Reporter connection issues can arise for many reasons. Below are two of the most common issues and some possible resolutions to those issues: Users get the following error when trying to log into Management Reporter: “Unable to connect to … [Read more...] about Can’t Connect to Management Reporter?
Management Reporter Classes Available
Boyer & Associates has finalized dates for the next several sessions of our popular Management Reporter training classes. The next three class dates are as follows:February 22-23 April 19-20 June 21-22These classes are geared toward accountants who have little to no training in Management Reporter. Classes are interactive, giving attendees a chance to learn and practice with an instructor on-hand to answer questions and help troubleshoot any issues.After two days of learning from our in-house expert Paul James you will feel like an expert yourself, with the capabilities to create reports like the following:Trial Balance Reports Income Statements Variance Reports Balance Sheets Statements of Cash Flow … [Read more...] about Management Reporter Classes Available
Management Reporter Tips and Tricks – 37. MR Version
This week’s Management Reporter tip for Microsoft Dynamics ERP is on finding out which MR Version you are currently running.If you are wondering what version of MR you are running, you can find it easily by clicking on the Help tab and going to the “About Management Reporter” option.The version you're currently on will be listed as illustrated below.Later versions of MR contain enhanced features like default reports, web viewer enhancements, and any bugs that may have been discovered in the programming. Staying current will ensure you are get the most out of the software.This tip, and many more, are covered in our Management Reporter training classes held at Boyer & Associates. If you have questions regarding your Management … [Read more...] about Management Reporter Tips and Tricks – 37. MR Version
Management Reporter Tips and Tricks – 35. Sort by Natural
This week’s Management Reporter tip for Microsoft Dynamics ERP is on being able to have your drilldown Sort by Natural account.Sort by Natural – When drilling into rows that contain multiple GL accounts, you can have the list sorted by your natural account. This can be found in the Report Definition → Settings tab → Other button → Account & Transaction Detail tab → check “Sort by natural or main segment.”This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Currency Symbols. … [Read more...] about Management Reporter Tips and Tricks – 35. Sort by Natural
Management Reporter Tips and Tricks – 34. Box Format
This week’s Management Reporter tip for Microsoft Dynamics ERP is on the Box Format.Box Format – Use the box format to draw more attention to specific areas of your report.Row Definition:Result:To learn more about using the Box Format to add boxes around columns in Management Reporter, click here.This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Sort by Natural. … [Read more...] about Management Reporter Tips and Tricks – 34. Box Format
Management Reporter Tips and Tricks – 33. Indenting
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Indenting.Indenting – Use the tool bar on the top of your row definition to make indenting much easier.Row Definition:Result:This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please contact us or visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Box Format. … [Read more...] about Management Reporter Tips and Tricks – 33. Indenting
Management Reporter Tips and Tricks – 32. Shading
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Shading.Shading – Create a more appealing report by using shading in your row definitions.Row Definition:Result:This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please contact us or visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip on Indenting. … [Read more...] about Management Reporter Tips and Tricks – 32. Shading
