I’m excited and honored to be presenting “Explore Your GP Reporting Options” session at the upcoming GPUG Amplify conference in Chicago on March 20, 2018. I invite you to join hundreds of other leaders and learn more about Reporting, Functional, and Executive Leadership with Dynamics GP at its focus. Amplify is the annual conference sponsored … Read more
Sometimes you need to know what access users have in Microsoft Dynamics GP. Maybe for an audit or just a routine cleanup of your system. Luckily, there are some pre-loaded or ‘canned’ reports in Dynamics GP that you can use. How to: To access the User Security reports, you first must have security access to … Read more
Error and fix when your Management Reporter console crashes. This one is great! My client was having issues with the Management Reporter (MR) Configuration Console crashing as soon as you tried to open it, and the MR Process Service kept stopping after you would start it. I was also getting errors in the Windows Application … Read more
CAUTION – If you’re using MR with the Legacy connection to Microsoft Dynamics GP, when importing a NEW company to MR, be careful. You want to make sure you check the boxes for “Skip Import” for all the existing companies that are setup if you are using multiple Building Block Groups (also known as Specification … Read more
Microsoft Power BI – it’s been the buzz for a while now, but maybe you haven’t found the time to dig through all that information and try it out yet. We get it; there is so much out there that it can be overwhelming. Download our free Power BI Training Resources, packed full of links … Read more
Have you found yourself spending hours preparing detailed reports for a Board meeting only to have them glanced at and tossed aside? Yeah, us too. So we thought we would put together our top tips that will ensure your reports are the highlight of the meeting. Tip #1 Know Your Board Most boards bring a … Read more
In your Management Reporter (MR) reports, have you experienced an issue where the favorable or unfavorable variance amounts between actuals and budgets in an income statement aren’t presented correctly? A favorable sales variance may be incorrectly presented as a negative amount and the expense may be presented correctly or vice versa. A way to overcome … Read more
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 by the Management Reporter (MR) services. When trying to … Read more
Have you recently performed a company import in your Dynamics system? Did your MR report definitions disappear? Don’t worry, here’s the fix. Follow these steps to bring back your report definitions. Log in to Report Designer and click on Company in the menu ribbon and select companies. In this window, highlight a company and click … Read more
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 Dimension mapping fields. Let’s take … Read more
Management Reporter (MR) has many different levels of security, to restrict users to specific companies and reports. Understanding how they work will make it easier for setting up users and distributing reports. User Security – To get started, set up users and assign them company access under the Security menu item in the bottom left corner … Read more
Download the PDF with instructions to learn time-saving ways to duplicate format changes to your other reports, historical versions of reports, and documents in Dynamics GP. There are a couple variations on how to do this, depending if you are using the Dynamics Report Writer or Word Templates.
Have you ever gotten the “Divide by 0 Error” when you go to run a report in FRx Report Designer? And to top if off, then the report does not print. Other users can print FRx reports just fine, but for you, it happens on all reports. This error appears if you print to the … Read more
If you’re trying to deploy SQL Server Reporting Services Reports (SSRS) and it keeps failing, saying you don’t have permission, it might be because you have SQL Express. Dynamics GP Error Message: You do not have security access to the location where you want the reports to be deployed Report deployment with SSRS is NOT … Read more
Setting Your Default Company in Management Reporter (MR) The first time you login into Management Reporter Designer as a new user, or the first time you login after an upgrade, you may notice that you are missing all of your report options on the left hand side. You might find yourself looking at the Security … Read more
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 liking, this can present a problem. Example 1 … Read more
Many of our clients like to export their Microsoft Dynamics GP SmartLists to Excel. Why? In Excel, you can easily add things like: Summary Totals Pivot Tables Charts And more However, it can become a tedious and time-consuming process if you export many SmartLists. How to Automate your exports Wouldn’t it be nice if you … Read more
It’s very common for our customers to add new budgets to Microsoft 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 a couple of steps below that need to be followed first. … Read more
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 recommendations for MR maintenance: Have a current backup … Read more
With Dynamics SL reports, users can save templates of their report options. They can use these templates the next time they run the same report, so they do not need to set the options back up each time. Some examples are: Running an AP Check Register for a range of dates Running an Aged AR … Read more
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 Report I recommend starting with the Default Report … Read more
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 cause of this is due to different CURYIDs … Read more
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 a “jpg,” “bmp,” or “png” file. Then open the report in … Read more
Many Dynamics SL users have been confused by Microsoft’s messaging around Management Reporter (MR). Here’s a question I’ve heard a few times lately: “I’m planning my Dynamics SL 2015 upgrade from Dynamics SL 2011, is it worth migrating to MR if it’s going away?” Here’s the low-down: MR is being sunset – meaning no new service packs (or cumulative updates … Read more