Open Forum

Expand all | Collapse all

Management Reporter Question

  • 1.  Management Reporter Question

    SILVER CONTRIBUTOR
    Posted Jan 17, 2019 12:11 PM
    ​​Hello all,

    I am trying to run my department reports using the "Finanical, Account & Transaction" detail level

    For some reason, the Transaction details are not downloading?  Is there as setting that I am forgetting to select?

    Any help would be appreciated.
    Thanks!
    Joe

    ------------------------------
    Joe Braun
    The Law Society of Alberta
    Calgary AB
    ------------------------------


  • 2.  RE: Management Reporter Question

    TOP CONTRIBUTOR
    Posted Jan 17, 2019 01:00 PM
    You can check your Row Definitions and make sure NP has been removed from Print Control.

    ------------------------------
    Mark LeRette
    Application System Analyst II
    Muscatine Power and Water
    Muscatine IA
    ------------------------------



  • 3.  RE: Management Reporter Question

    SILVER CONTRIBUTOR
    Posted Jan 17, 2019 02:07 PM
    Thanks Mark, I will check into that.  I am pretty new to this program.​

    ------------------------------
    Joe Braun
    The Law Society of Alberta
    Calgary AB
    ------------------------------



  • 4.  RE: Management Reporter Question

    GPUG ALL STAR
    Posted Jan 17, 2019 01:13 PM
    @Joe Braun,

    Have you created or run reports with Transaction-level detail before? I ask because you have to drill down a ways to get to the transaction level.

    Regards,​

    ------------------------------
    "Sparkly" Steve Erbach - Green Bay, WI
    Co-Chair, GPUG WI (Green Bay) Chapter
    Blog: https://www.gpug.com/blogs/steve-erbach
    Twitter: twitter.com/serbach
    2018-12-06_08_06_34-Mozilla_Firefox.jpg
    ───────────────
    Excel Webinar List
    ------------------------------



  • 5.  RE: Management Reporter Question

    SILVER CONTRIBUTOR
    Posted Jan 17, 2019 02:08 PM
    Hi Steve, yes I have run the report with Transaction level before.  Unsure what has changed and thought maybe someone else has experienced this before?​

    ------------------------------
    Joe Braun
    The Law Society of Alberta
    Calgary AB
    ------------------------------



  • 6.  RE: Management Reporter Question

    TOP CONTRIBUTOR
    Posted Jan 17, 2019 02:01 PM
    @Joe Braun

    The previous two respondents have a point.

    MR is crazy flaky though so if all else fails try and rebuild your datamart.

    I find that rebuilding the DM fixes about everything weird like this.

    ------------------------------
    Kindest Regards,
    Jo deRuiter , MCP, DCP
    "That GP Red Head"
    AISLING DYNAMICS CONSULTING, LLC
    WEBSITE: https://aislingdynamics.com/
    BLOG: https://community.dynamics.com/gp/b/gplife
    GPUG Academy Instructor
    Dynamics GP Credentialing Council-Vice Chair
    770-906-4504 (Cell)

    ------------------------------



  • 7.  RE: Management Reporter Question

    SILVER CONTRIBUTOR
    Posted Jan 17, 2019 02:08 PM
    Thanks Jo​

    ------------------------------
    Joe Braun
    The Law Society of Alberta
    Calgary AB
    ------------------------------



  • 8.  RE: Management Reporter Question

    TOP CONTRIBUTOR
    Posted Jan 17, 2019 04:52 PM
    If you have already run this report before and it worked fine, then Jo's suggestion is probably the best. Rebuild the datamart and it probably resolves.

    ------------------------------
    Mark LeRette
    Application System Analyst II
    Muscatine Power and Water
    Muscatine IA
    ------------------------------



  • 9.  RE: Management Reporter Question

    TOP CONTRIBUTOR
    Posted Jan 18, 2019 10:29 AM
    Please make sure your COLUMN has a PERIODIC (monthly) column as no transactions are brought into a YTD column.​

    ------------------------------
    Derek Krebs
    Sr Consultant
    MSX Group
    derek.krebs@msxgroup.com
    ------------------------------



  • 10.  RE: Management Reporter Question

    GPUG ALL STAR
    Posted Jan 18, 2019 10:45 AM
    @Derek Krebs and ​@Joe Braun,

    I remember that you've answered similar question​s on this Forum. I never remember that that's an easy thing to check.

    Sincerely,

    ------------------------------
    "Sparkly" Steve Erbach - Green Bay, WI
    Co-Chair, GPUG WI (Green Bay) Chapter
    Blog: https://www.gpug.com/blogs/steve-erbach
    Twitter: twitter.com/serbach
    2018-12-06_08_06_34-Mozilla_Firefox.jpg
    ───────────────
    Excel Webinar List
    ------------------------------



If you've found this thread useful, dive deeper into User Group community content by role