The following information is intended to provide you with efficient and effective solutions for a variety of frequently asked questions. The following topics are addressed:
How do I reset my Management Reporter password for a company after it expires?
If you have saved your credentials for logging on to a company and those credentials have expired, the credentials must be reset.
Open Report Designer. From the Companymenu, click Companies.
Select the company for which credentials have expired, and then click Credentials.
Enter the new credentials for logging on to the company.
Click OKto save settings.
How do I change the date format on a report?
Management Reporter uses the date format that is selected in the Region and Language Formatssettings on the client computer. For example, if you specify Long datein a Management Reporter header and you do not want the day of the week to be printed in the header, click Start, select Control Panel, and then click Region and Language. Select a different Long dateoption that does not include the day of the week setting ( dddd).
The default date setting for Windows 7 and Windows Server 2008 English (United States) is dddd, MMMM dd, yyyy, where ddddrepresents the day of the week.
When you change these settings, the new date formats are displayed in the Examplesarea of the Region and Language Formatsdialogue box. These settings are the same as what is displayed in Management Reporter headers.
How do I view log files?
The log files contain more detail than the error messages that are displayed for users and are more informative for troubleshooting. You can view Management Reporter log files by using Windows Event Viewer or Windows Explorer. For more information, see View log files .
How do I enter the registration or licence key?
The Management Reporter licence key is provided by your Microsoft Partner and is usually entered at the time of installation. After it is entered, it displays the company name, expiration date, and number of users who can be assigned to the roles of administrator, designer, generator, and viewer. Management Reporter has an evaluation period of 90 days. During that time, the installation user can assign a total of five users, which includes the installation account, two users who have the role of administrator or designer, and two users who have the role of generator or viewer. If Management Reporter is not registered after the 90-day evaluation period, a dialogue box will prompt you for a licence key. If you do not enter a licence key, you can no longer use Management Reporter.
To enter the licence key, open Report Designer. On the Toolsmenu, click Registrationto open the Registrationdialogue box. Enter the licence key in the Licence keyfield, and then click Validation.
For more information, see the Management Reporter installation guide.
Why do I receive an error when I try to create a new Management Reporter user?
The licence key that you purchase for Management Reporter grants you access to a specific number of user roles. When you have exceeded the total number of licensed users allowed by the licence key, you must inactivate other users or purchase additional licences in order to add more users. See your Microsoft Partner for more information about licences and licence configurations.
When I select an output path other than the report library, why do I receive a permissions error message?
Reports in Management Reporter are generated on the server computer rather than the client computer. When a report is generated, the output location must follow a \\server\share path, not a file address on a local computer (C:\files path). Additionally, the Management Reporter process service requires permission to any folder on the network that is being written to or read from. If the process service does not have access to the output location, it cannot generate reports to that folder.
Why do I receive an error when linking or exporting to Microsoft Excel?
To connect to Microsoft Excel, the server computer must have Microsoft Office or additional components installed. See the Management Reporter installation guidefor more information.
Why do I receive an error when I try to change companies in Management Reporter?
When you log on to a company in Management Reporter, you are provided credentials for Management Reporter to access information in the Microsoft Dynamics ERP database. If you encounter an error when logging on to a company, verify the following information:
The credentials that you provide in Management Reporter match the credentials required for your Microsoft Dynamics ERP system.
The company information is stored on the server that you are accessing.
Verification procedures and required logon credentials will vary, depending on your Microsoft Dynamics ERP system. See the data provider guidefor your ERP system for more information.
More information and troubleshooting solutions are also shared on the following Microsoft Dynamics ERP communities: