Jet Express for Excel & Dynamics GP

Exciting news from Pam on her blog about the new reporting kid on the block.

Microsoft and Jet Reports have partnered to give us a new reporting tool for Dynamics GP called Jet Express for Excel.

I’d recommend you to read her post without fail to know everything about this new reporting tool.

Couple of things, among all the other information, that really excite me:

  1. This new reporting solution will be available free to all users in June.
  2. The new tool will be compatible with all versions of Dynamics GP, including through to GP 2016, and will also offer an upgrade path.

Happy Reporting…


Tips on FRx to Management Reporter Migration

Dynamics GP Support & Services blog has posted some tips on migrating from FRx to Management Reporter.

The steps given are simple, easy and highly important. I strongly recommend this post to all those who plan to migrate from FRx to Management Reporter for a hassle-free migration.


Management Reporter CU15 Available Now

We have got another cumulative update (CU), CU15, available for Management Reporter (MR). Dynamics CPM Team has posted the link to download CU15 with the list of new features.

Web Viewer Responsiveness and Data Mart Reset Through PowerShell are my favs.

Most important points to be note:

  • SQL Server 2012 or higher is mandatory now. Anyone who’s using a lesser version won’t be able to update MR anymore.
  • Installing .NET Framework 4.6.1 is mandatory and would require a reboot. We must make sure that proper downtime is added to the update schedule.

Direct Download Link (CustomerSource Access Required): Management Reporter for Microsoft Dynamics ERP Installs and Service Packs Overview


Time to say Good Bye to FRx…

If anyone out there still using FRx as their financial reporting tool, it’s time to migrate to Management Reporter.

Dynamics GP Support team has posted an article, Microsoft Dynamics GP 2016 is upgraded – What’s next?, on which they have announced that FRx is no longer supported with Microsoft Dynamics GP 2016.

Time to say good bye to FRx…


Management Reporter – Misspelled Account Categories

This would be second Management Reporter post in a row. This also is about the default reports and how to troubleshoot the issues pertaining to the default reports.

I have an Australian edition of GP installed. Most of the terminologies (such as “Fiscal/Financial”, “Realized/Realised”, etc) are localised in GP. However, default reports in Management Reporter still are in US English, if I am not wrong.

Consider the following default balance sheet row definition:

Screen Shot 2016-02-09 at 04.51.43 PM

I was wondering why balance on this account did not show up on the report. After several minutes, I realised that the account category was misspelled, compared to what’s there in GP. Notice that on the report definition it is “Amortization” with a ‘z’ and in GP it is “Amortisation” with a ‘s’.

After changing the categories with correct ones, by referring to GP, the report started showing the correct figures.

This post is relevant only if you reuse the default reports. It’s irrelevant otherwise.

Happy Reporting!


Management Reporter – This report view contains no data.

I have been working on a Management Reporter project, for which I wanted to install and configure MR2012 CU14 from the scratch.

Completed the server and client installation, completed the Configuration Console processes, imported data from GP2015R2 (sample company) and reached a point where I wanted to test the default reports.

Ran the report and got the following message:

Screen Shot 2016-02-10 at 09.44.58 AM

I checked everything, including the date range, data available in sample company and everything that I could remember. All were perfectly alright.

I was, however, getting some warning messages while the report was getting generated. Messages as follow:

Screen Shot 2016-02-10 at 09.47.43 AM

This one was familiar. When we install management reporter, we get default reports along with it. It’s a nice and easy way to get started with MR, learn the concepts. However, it comes with its own headaches.

To name one (also most important), each default report row definition would have link to both Dynamics AX and Dynamics GP financial dimensions. To a GP consultant’s dismay, AX dimensions link would be placed in a column before GP dimensions link, as shown below:

Screen Shot 2016-02-10 at 09.56.46 AM

Now let’s go back to the warning message. It says:

The row definition contains more than one financial dimensions link. Since the report does not use the row definition for reporting tree option, the report will use the *first* financial dimensions link to generate the report.

The first here being Microsoft Dynamics AX dimensions link. Thereby, rendering all reports with the message shown in the first screenshot on this post.

Alright, so I know the cause now. I know what I must do to get past this message. However, I had no clue HOW to do that. I mean, I know I must remove AX dimensions link column from the reports, but not sure how.

This community forum post answer from Sue tells us how to remove the link column. Too bad, this post was not marked as an answer.

I would, however, like to point to the standard & the easiest method to remove the unused link (in my case AX dimensions link).

  • Either you can go to the Edit menu and click on “Row Links” as shown below:

Screen Shot 2016-02-10 at 10.08.15 AM

  • Or you can also use the tool bar button for “Row Links” as shown below:

Screen Shot 2016-02-10 at 10.06.30 AM

Once you click on “Row Links” from either of the above steps, you should get the following window:

Screen Shot 2016-02-10 at 10.13.02 AM

Once deleted, your report definition would have only one dimensions link, i.e. to Microsoft Dynamics GP link.

Report would then show the data as expected.

Screen Shot 2016-02-10 at 10.16.26 AM

Of course, this would be the case if you want to reuse the default reports. This post would be irrelevant for those who design reports from the scratch.

Happy Reporting!


Analytics For Dynamics GP – BI Solution From Mark Polino (DynamicAccounting.Net) #MSDYNGP

Mark Polino of DynamicAccounting.Net has released first among series of Excel Dashboards, Sales Analytics Starter Edition, for Dynamics GP. This dashboard series is named as Analytics For Dynamics GP.

Sales Dashboard

Sales Starter Edition has got following charts with whole set of important filters:

  • Top Customers (with costs)
  • Top 10 Products (with costs)
  • Top 10 Salespeople
  • Top 10 Sales Territories
  • Top 10 Sites
  • Sales with Trend and Projection
  • Sales Mix with Item Class

It’s a simple plug and play kind of dashboard on Microsoft Excel (v2010 & v2013) file. Setting this up once you buy it is so very easy. How to map your GP data server is clearly explained as part of this dashboard solution. And you can modify this as you wish once you link this to your GP data server.

As it is just an Excel file with a straightforward GP data server connection, all you need to do is to click on refresh to get the real time information.

This sales dashboard starter edition is priced at $249 +$49 annual maintenance. Maintenance covers updates, improvements and fixes. Click on links provided across this post to visit Mark’s Analytics For Dynamics GP product page, learn more about this awesome BI solution and know how to buy your copy.

In my personal opinion, this is a simplistic and satisfactory BI solution which meet its promises pretty well.