The Management Reporter Report Viewer helps you complete the following tasks:

  • View generated reports.

  • Search reports for keywords.

  • Add comments to a report.

  • Initiate an instant message conversation while you are viewing a report.

  • Create a quick chart from report data.

  • Drill down to the transaction level about report data within Management Reporter.

  • Drill down into the Microsoft Dynamics ERP system from the account level for more details about report data, such as transaction origination.

  • Export a report to Microsoft Excel, Microsoft XPS format, XBRL instance document, or move the report to another location for storage. This is available if you have a role of administrator, designer, or generator.

For more information about these features, see Interactive components in report viewer .

To open Report Viewer, click Start, select All Programs, and then select the Microsoft Dynamicsfolder. Open the Management Reporter 2012folder, and then click Report Viewer. This is the default location. Your administrator may have installed it in another location.

Interactive components in Report Viewer



Quick charts

Create a chart from selected rows or columns of data in a report. You can paste the chart into a PowerPoint slide, save the chart for future use, or copy and paste it into an email message to send to a co-worker. For more information about charts, see Create a chart .

Add comments

All users can create and modify their own comments and respond to another user’s comment in a report. Administrators and designers can delete any comments. For more information about how to use comments, see Add a comment to a report .


To quickly locate a word in a report, click Findon the Findmenu. A search pane opens above the report. Type a word to locate. Click Optionsto specify Match whole word onlyor Match case. Click Next. The line in the report that contains the word is highlighted with a box around it.

Go To

You can move to a specific line of key data in a report. The Go Topane is located at the bottom of the report view pane. You can also access Go Tofrom the Findmenu. Click Go Toand select a line of the report from the menu. The page of the report that has that line on it is displayed in the view pane. To show or hide the Go Topane, select View, and then click Go To Pane.

Paging buttons

Use the report page navigation buttons to navigate between pages of the report or move to the first or last page of the report. The paging buttons are located in the Go Topane at the bottom of the report view pane.

Send an instant message

Use Microsoft Lync 2010 to send an instant message to a co-worker when you are viewing a report. To start an instant message dialogue, right-click a line in a report and select Send an Instant Message.

Note Note

To use this feature, you must have Microsoft Lync 2010 or a later version installed on your computer.

Drill Down in Management Reporter

Some reports contain detailed information that you can view by drilling down into the report. To determine whether a report has detailed information, move the pointer over the report rows. A hyperlink appears when the row contains a detailed report. Double-click the row to view the detailed report.

To see more information about a line in a report, you can use one of the following procedures from the account level in a report:

  • Click Drill downin the toolbar.

  • Select a line of the report, and on the Viewmenu, click Drill Down.

Drill to Dynamics

To see information beyond the Management Reporter transaction level, you can drill down in the Microsoft Dynamics ERP system. Your pointer must be at the account level of a report for this option to be active.

The report library

Report Viewer also contains the report library, which stores all versions of the reports that have Management Reporter selected as the output type. For more information about output types, see Report viewing options .

The structure of the report library is always visible in the navigation pane, and you can examine the content of all folders. However, throughout the report library you can view only the reports and external files that you have View permission for. For more information about report library permissions, see Report library security

See Also