Management Reporter

Management Reporter Configuration Console Stopped Working

Posted by Brandon Richards, Implementation Manager on October 18, 2017

Problem: I ran into a unique issue today.  A client had reset their SA password, and after doing so, they could no longer login to Dynamics GP or SQL with the SA password.  The SQL SA account kept getting locked out. We determined this was being caused…

Read More

Dimension Not Found Error in Management Reporter

Posted by Tiffany Bennett, Senior Consultant on October 5, 2017

If you use Management Reporter (MR) with multiple companies, you might get an error while generating reports if your companies have different: Subaccount segment descriptions in Dynamics SL Account Formats Segment Names in Dynamics GP Unlike FRx, MR uses the account segment names in the Row and Tree Definition Financial…

Read More

Management Reporter Headers in Excel

Posted by Misty Galbreth, Support Analyst on July 17, 2017

Have you ever noticed that when you download Management Reporter (MR) reports into Excel, the headers don’t show up at all in the Normal View, or the headers only show up in the Page Layout View?  If the Page Layout View in Excel is not to your…

Read More

How to Get a New Dynamics GP Budget ID to Show Up in Management Reporter (MR)

Posted by Tiffany Bennett, Senior Consultant on June 16, 2017

It’s very common for our customers to add new budgets to Dynamics GP.  With the Legacy Provider in Management Reporter (MR), the new Budget ID would show in the Column Definition “Book Code/Attribute Category” field automatically.  With the MR Data Mart, there are…

Read More

Oh My, How You’ve Grown! Excessive File Size Growth in Management Reporter (MR) Database

Posted by Kraig Kumlin, Sr. Support Analyst on June 13, 2017

Has your MR database gotten so big it’s out of hand?  I recently encountered issues relating to the excessively large size of Management Reporter (MR). So, I wanted to remind everyone of the importance of maintenance of your MR system, and associated data sets. Here are my…

Read More

2 Tips to Make Management Reporter (MR) Reports Run Faster

Posted by Tiffany Bennett, Senior Consultant on March 21, 2017

You may notice that Management Reporter (MR) reports run a bit slower than previous, FRx reports.  If so, we have two great tips for you to try to help improve performance and speed of your reports. 2 Tips to increase the speed of MR reports: 1. Limit the number of fiscal…

Read More

How to Find a Missing Invoice in Dynamics SL

Posted by Gary Korby on March 21, 2017

Has this ever happened to you?  You see all the invoices in an AR Aging report, but when you attempt to apply a payment in the Payment Application screen, the invoice isn’t there. Don’t worry! Most likely it’s because the invoice is already…

Read More

Statement of Cash Flow Tips for Management Reporter

Posted by Misty Galbreth, Support Analyst on March 17, 2017

The Crestwood Support Team receives a lot questions about creating Statements of Cash Flow in Management Reporter (MR).  I’d like to provide to you answers to some of the most commonly asked questions about Cash Flows, and show you some tips along the way. Default Cash Flow…

Read More

Multiple Companies Report Not Pulling Data in MR

Posted by Tiffany Bennett, Senior Consultant on March 9, 2017

Imagine the following scenario in Management Reporter (MR).  A report runs fine when running it individually, for separate companies, with no tree.  However, when adding a tree that crosses multiple companies from different Dynamics SL application databases, the report gives no data.  How can this be? The…

Read More

Adding a Logo to a Management Reporter Report

Posted by Tiffany Bennett, Senior Consultant on March 9, 2017

Using logos on your Management Reporter (MR) reports can make your reports look more formal and professional.  Luckily, it’s super easy to do! Save a copy of your company’s logo anywhere on your local computer or network.  It must be in the format of…

Read More