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?
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 the ‘company name’ company. You don’t have access to this company.” Resolution/Things to Check: 1. Make sure the user is set up to have access to the company in Management Reporter AND in Dynamics GP. They need access in both. Here’s how to do that: For Management Reporter, go to GO >> Security. Then find the User and double click on their name. Click on the “Company Tab” and make sure the company database they are trying to log into is … [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 21-22 These 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
Cash Flow Statements in Management Reporter
Many of you are familiar with the challenges of creating a cash flow statement on paper, now combine that with reporting tool like Management Reporter (MR) that pulls data from your Dynamics ERP system. In looking at a cash flow statement it would seem fairly straight forward, similar to building a balance sheet. However, there are a three items that require some thought and more advanced knowledge with MR report writing. Beginning Balances Beginning from prior periods or years are needed in the calculations of the cash flow statement. The column definition will define the period and year for that column but in the row definition you have the ability to modify that row with an account modifier and pull in different periods. Using the row … [Read more...] about Cash Flow Statements in Management Reporter
