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Management Reporter will not drill down to detail level

  • 1.  Management Reporter will not drill down to detail level

    Posted 12-05-2018 10:48 AM
    I built a report using Management Reporter, and then someone went in and clicked a bunch of buttons, now my report will not drill down to transaction level detail.  It says Summary, Account, and Transactions but it wont do it?? I have tried recreating the report and it wont work at all anymore?

    Here are my settings

    These are my settings




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    Krista Politzer
    Silicon Valley Clean Water
    Redwood City CA
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  • 2.  RE: Management Reporter will not drill down to detail level

    GPUG ALL STAR
    Posted 12-06-2018 09:40 AM
    @Krista Politzer,

    The first thing I noticed was that the Base Period and Base Year are in fiscal year 2019. Is your fiscal year from July to June?

    Do you generate the reports into the web viewer or the MR client viewer? You might try the client viewer (in MR Designer, Tools >> Options >> Use Management Reporter Report Viewer as default viewer).

    ​As a systematic kind of guy, I would have built the report from scratch, too. If that didn't work, as in your case, I would try running the original report with a reduced detail level like Financial & Account. If that doesn't work, then I'd start to wonder about rebuilding the datamart.

    Regards,

    ------------------------------
    "Sparkly" Steve Erbach - QMS Manager and Business Development Analyst
    GLC Minerals, LLC - Green Bay, WI
    Co-Chair, GPUG WI (Green Bay) Chapter
    GP 2016 R2 (16.00.0579) / MR 2012 CU16
    Blog: https://www.gpug.com/blogs/steve-erbach
    Twitter: twitter.com/serbach
    2018-12-06_08_06_34-Mozilla_Firefox.jpg
    ------------------------------
    Welcome to Dynamics!
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    Call Steve.
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  • 3.  RE: Management Reporter will not drill down to detail level

    TOP CONTRIBUTOR
    Posted 12-06-2018 02:23 PM
    I'm pulling from memory but I'm pretty sure you can only get transaction-level detail if columns are periodic (versus YTD). If you want a YTD column with the ability to drill down to detail level, you'd have to create a periodic column and then put 1:Base in the period section.
    Let me know if this doesnt make sense. Also, maybe a screenshot of the column definition of the report in question would help.
    Thanks,
    Kyle

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    Kyle Malone, CPA
    GP Admin - CGB Enterprises, Inc.
    Lead Consultant/Blogger - http://ALaCarteGP.com
    Chapter Leader - Louisiana (New Orleans)
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  • 4.  RE: Management Reporter will not drill down to detail level

    GPUG ALL STAR
    Posted 12-07-2018 10:27 AM
    @Kyle Malone and @Krista Politzer,

    Kyle, that is an excellent catch!​​ It's been a while since I had to trouble-shoot an M-R problem like that; but that is exactly the point.

    Sincerely,

    ------------------------------
    "Sparkly" Steve Erbach - QMS Manager and Business Development Analyst
    GLC Minerals, LLC - Green Bay, WI
    Co-Chair, GPUG WI (Green Bay) Chapter
    GP 2016 R2 (16.00.0579) / MR 2012 CU16
    Blog: https://www.gpug.com/blogs/steve-erbach
    Twitter: twitter.com/serbach
    2018-12-06_08_06_34-Mozilla_Firefox.jpg
    ------------------------------
    Welcome to Dynamics!
    You do not have permission.
    Call Steve.
    (hat tip: Lou Spevack)
    ------------------------------



  • 5.  RE: Management Reporter will not drill down to detail level

    GOLD CONTRIBUTOR
    Posted 12-12-2018 02:03 PM
    Kyle Malone is correct. YTD columns only will not pull transactions. We would need to see the column definition to know for sure.

    Another quick check, export the report to Excel with Financial, Account and Transaction details to see if there are any transactions exported to a -T worksheet tab.

    ------------------------------
    Noah Moseley, Senior Consultant at the MSX Group
    Noah.Moseley@MSXGroup.com
    Email me if you need training or consulting services for Management Reporter, Forecaster or FRx.

    View our GPUG Partner MSX Group listing: https://www.gpug.com/engage/findacompany/companyprofile?UserKey=275d1f3a-73b4-4a58-b0d8-7395d682dbc3
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