The data provider is the mechanism used to access data from the Microsoft Dynamics ERP system. When a company is imported into Management Reporter, it is associated with the company data in the Microsoft Dynamics ERP system. You must specify a default company, which is the company whose data is accessed when you create and generate reports. Additional companies can be defined, as needed.
Create a company profile
To access company information in Management Reporter, the company must be imported from the Microsoft Dynamics ERP system into Management Reporter. Only a Management Reporter administrator can import company information.
For more information about importing company information, and for import procedures, see the Management Reporter installation guideand the data integration guidefor your Microsoft Dynamics ERP system.
Modify a company profile
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Open Report Designer. On the Companymenu, click Companies.
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In the Companiesdialogue box, select a company, and then click Modify.
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In the Modify Companydialogue box, change the values of the settings, as needed. For information about the company information settings, see Description of company definitions .
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Click OKto return to the Companiesdialogue box, and then click Close.
Note
Management Reporter automatically saves the company information when you close the Companiesdialogue box.
Description of company
definitions
The following table describes the fields that are displayed in the company definition.
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Field |
Description |
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Company name |
A unique name for the company. This name can be printed on reports. This field is based on the company information in the Microsoft Dynamics ERP source system and cannot be modified. |
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Company description |
A short description of the company. This description can be printed on reports. This field is based on the company information in the Microsoft Dynamics ERP source system and cannot be modified. |
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Source system |
The Microsoft Dynamics ERP system that provides real-time financial data that is associated with the company. |
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Building block group |
A collection of definitions for rows, columns, reporting trees, dimension sets, and reports. Each Management Reporter company can have its own building block group, or several companies can share a building block group. For information about building block groups, see Create and assign a building block group . |
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Regional options |
The regional value identifies the region and currency symbol that is used to display the monetary amounts for the company. The currency symbol is the default symbol for the company and is used for every amount. A row or column definition can be used to override the symbol for an amount. |
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Period description |
The period description appears in the header of a report. For example, if you enter Month Endingin the Period descriptionbox, the report header for December 2011 would be For the Month Ending December 31, 2011. If you enter the description in uppercase, the whole date line is printed in uppercase in the report.
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Period description (plural) |
The plural period description appears in the headers of reports that cover multiple reporting periods. For example, if you enter Months Endingin the Period description (plural)field, the report header for March 2012 would be For the Three Months Ending March 31, 2012. |
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XBRL entity |
The XBRL entity specified is used to create an XBRL instance document. For more information about XBRL entities, see Create and maintain XBRL entities . |
See Also
Build date: 2012-12-03 [15:51]