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Management Reporter - Missing New GP GL Account

  • 1.  Management Reporter - Missing New GP GL Account

    Posted 19 days ago
    We recently added a new account in GP but when trying to add this account to a Management Reporter report, the new account isn't displaying as an option. We've tried running the Refresh Cached Financial Data Tool, but the account still isn't showing up. Any trouble shooting tips would be much appreciated! ​

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    Linh Hamerly
    Senior Financial Analyst
    The Seattle Times
    Seattle WA
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Management Reporter - Missing New GP GL Account

    TOP CONTRIBUTOR
    Posted 19 days ago
    Hi Linh,
    Are you using datamart for your management reporter?  Have you rebuild your datamart?

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    Gerald Buenafe
    Owner/Consultant
    BTP Technologies LLC
    CHANTILLY VA
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Management Reporter - Missing New GP GL Account

    Posted 19 days ago
    Hi Gerald,

    We do utilize a Data Mart for Management Reporter and we were able to reconcile our balances with GP today with the exception of the new GL that was added yesterday. Do you think rebuilding the Data Mart would help in this situation and is it a simple process?

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    Linh Hamerly
    Senior Financial Analyst
    The Seattle Times
    Seattle WA
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: Management Reporter - Missing New GP GL Account

    TOP CONTRIBUTOR
    Posted 19 days ago
    Hi Linh,
    How many companies do you have in Dynamics GP?

    ------------------------------
    Gerald Buenafe
    Owner/Consultant
    BTP Technologies LLC
    CHANTILLY VA
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 5.  RE: Management Reporter - Missing New GP GL Account

    TOP CONTRIBUTOR
    Posted 19 days ago
    The account usually will have to have data first before it shows.  You can add the account manually to the row definition (or column or tree).  Also make note that the default company you have set in Management Reporter will also dictate what you see in the GL dimensions and pick lists.

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    Derek Krebs
    Sr Consultant, MSX Group
    PROSPERO by MSX Group, www.msxgroup.com
    Derek.Krebs@msxgroup.com
    ------------------------------

    Academy - Online Interactive Learning from Experts


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