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Management Reporter Data Refresh

  • 1.  Management Reporter Data Refresh

    SILVER CONTRIBUTOR
    Posted Jun 18, 2019 02:56 PM
    Our Finance Department made a change to a General Ledger Account (Cards/Finance/Accounts), correcting the description of one of the G/L Accounts.  Our problem is in Management Reporter, where we can't seem to get this change to be updated in the reports.  We are under the impression that the MR tables are updated every 5 minutes, however this change has not happened as of yet.  I can only assume we have done something wrong, or are not looking in the right place to get this modification updated in MR.  Any help in this matter would be appreciated, thank you.


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    Thomas Jerome
    Systems Analyst
    City of Plantation
    Plantation FL
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  • 2.  RE: Management Reporter Data Refresh

    GOLD CONTRIBUTOR
    Posted Jun 18, 2019 04:24 PM

    @Thomas Jerome

    Hi Thomas,
    I'm going to speculate that your Row Definition in Management Reporter is hard coded, and you may need to change it manually.  Others will correct me if I'm wrong.

    When we set up Row Definitions, we often have them populate the description (column B) directly from GP.  But once that's done, my impression is that the description doesn't change when you update GP.

    Example, we specify account number 70110-30 in Column J (Link to Financial Dimensions).  When we do that, the description in Column B of the Row Definition is automatically filled in with the current account title from GP:  "Materials, GM - GR Minor Repair".



    If I were to go into GP and change segment  "-30" from "GM" to "ZZ" or change the title of account 70110-30, I don't think that has any impact on the description in MR, because column B was populated at the time that the account used "GM" in the name.  We would have to change Column B manually.

    Let's see if anyone else weighs in.
    Maureen



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    Maureen Martin
    Finance Manager
    Home Repair Services
    Grand Rapids MI
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  • 3.  RE: Management Reporter Data Refresh

    SILVER CONTRIBUTOR
    Posted Jun 19, 2019 08:57 AM
    HI Thomas,

    While there are 6-8 integrations that happen every 1-5 minutes to keep the data mart in sync with changes in the GP, not all changes are tracked via change tracker and therefore do not update the data mart.  Certain fields on the account card in GP will not update the MR data mart if changed, for example description and account category.  In order for those fields to be updated you must rebuild the data mart.

    To answer the second part of your issue about the change hasn't happened.  I wasn't sure if you talking about just being able to do a lookup or if you were actually talking about the coding in a building block(Row, column, and tree definitions.)

    Lookup - Clicking on the dropdown for dimensions in the Link to Financial Dimension column in row definitions or the dimension filter in Column and tree definitions.  Again, you wouldn't see these description changes until you rebuilt the data mart.

    Coded:
    As another member mentioned, if you are looking for updates of descriptions or account numbers in a defined row definition, those will not update ever, even after a data mart rebuild/refresh.  Any changes to accounts (ie. new accounts added, changed descriptions on accounts and/or account category, or using account modifier) will never be included in a row, column or tree definition.  Those must be made manually.

    Hopefully that helps.

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    Annette Brown
    Sr. GP Implementation Consulant
    Columbus
    Troy MI
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  • 4.  RE: Management Reporter Data Refresh

    SILVER CONTRIBUTOR
    Posted Jun 19, 2019 09:40 AM
    ​If it's not a problem with the row definition as described by the other responses, you may need to Reset the Datamart.  We use PowerShell to reset ours.  I don't recall having an issue with account description changes.  Usually it's account code changes (converter), category changes and segment changes.

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    Selena Breedlove
    SVP of Finance/Controller
    US Assure Inc
    Jacksonville FL
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  • 5.  RE: Management Reporter Data Refresh

    SILVER CONTRIBUTOR
    Posted Jun 19, 2019 04:17 PM
    Thank you to everybody who replied.  Since the account descriptions are not hard coded into the reports, it looks like refreshing the Data Mart is our answer.

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    Thomas Jerome
    Systems Analyst
    City of Plantation
    Plantation FL
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  • 6.  RE: Management Reporter Data Refresh

    GOLD CONTRIBUTOR
    Posted 10 days ago
    Hi @Thomas Jerome. Did you get the account description updated? Where do you see the problem in MR?

    I teach the GPUG Academy classes for Management Reporter and am glad to assist. Thanks.​

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    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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  • 7.  RE: Management Reporter Data Refresh

    TOP CONTRIBUTOR
    Posted 7 days ago
    Hi @Thomas Jerome​​

    MR refreshes the dollar amounts or amounts from GP tables, never the GL descriptions.

    It's unfortunate, but you'll need to go into each of the Row formats and manually change the descriptions for the accounts in question.  The descriptions are hard-coded into the row format when you create that format.

    ....and this is why Jo loves the Excel-Integrated financial reporting tools that are currently offered.

    You should look into the myriad other offerings for financial reporting, including Jet Reports and ActivReporter and others.


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