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I created a new company for a client and they are not seeing the custom reports made in report writer. I used another company as the basis for the copy (it was a "clone" minus the history so I couldn't just restore a database). Any ideas
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It turns out that Advanced Financial reports are different from the normal custom reports that do get tranferred over, Joshua. These reports are stored in the AFxxxxx tables and are not included in the copy seteup process.
Thanks to everyone and let me tell you what I did to re-create the Advanced Financial reports from one company to the next. I used the article 863224 as a guideline. The new companies I was dealing with were copies of two other companies; the setup table copy references articles that tell you how to copy setup information from one company to another do not refer to the AF40100 etc tables, probably because this doesn't get you all the way to the end of the creation of AF reports. In my case the 2 companies had no Advanced Financial reports and wanted them to be brought over from other companies. Basically in this case the AF40100-AF40108 were empty as were the AF40200 and AF40201, the tables that article 863224 said to incorporate into the companies desiring the reports. Because of this, in my case, this was a pure copy (other than the DEX identity key which is automatically created). In SQL Server I took each source table, then scripted it as a SELECT into a new query window, removed the DEX identity key and then added an "Insert into" clause at the beginning to essentially copy the data from one company's table to the same table in the other company.. Note - if your destination tables have AF reports then you would have to more closely follow the 863224 article which allows for that. When all that was done I opened each report using Dynamics and added the options by hand so that the table SY70300 as Josua mentioned above was populated properly. Before doing any of this, though, I backed up the applicable databases plus the DYNAMICS database. I heard from my client today that it all worked like a charm. It took a bit of time but saved the client oodles and that's what it is all about, making our clients happy. Cheers.
All of my clients do not use the financials inside GP. With that being said, I have not tried copying data in the past for default report settings, and I'm sure the amount of time it would take for you to figure out all the tables, test import, and complete this migration, it may be more time effective to re-do the reports. If the reports are modified, those should have been transferred in the copy setup process.
Joshua,
I believe you are going down a path I need to go down, somehow. So, in looking up another thread I see that this must be an advanced financial analysis report. In the AF40100 table I see the names of the reports in the old company along with some other information. In the new company this table is empty.
The SY70300 tables are different for the two companies.
Article ID: 863224 is an article describing how to copy an AFA report (which seems to be what my customer created based on the fact the data is in those tables).. It involves quite a bit of work, copying information in the AFA tables over. The article also refers to a LISTCOL script that you have to get from MS tech support.
Do you know anything about the AFA reports and script the article is referring to?
Soma, Your response was the same as Joshua's, just a bit more detailed in how to get to that function. When I am in the old company or the new (copied) copany I see the exact same information going the path that you specify. Neither company shows reports with these specific report names going the route you specified, yet when I look at Reports->Financial->Financial Statments and click on the magnifying glass, in one company (older) I see a number of reports and in the other I see nothing. Shouldn't there be some sort of report dictionary or some table that allows access to the modified reports? Or something via Dynamics itself? The question is, where is the report information stored? I would think it has to be in the database somewhere for one company that hopefully could be copied to the other company if there isn't some clean way to do it via Dynamics. Any ideas?
What happened is that Company A was good through 2013, then they wanted to switch over to Company B for 2014 and forward, except without transaction history, etc. So I created a new company "B" and then imported Company A's setup tables. However, the setup tables obviously don't bring in the report information and that is what I need.
I think I understand what you are asking. The names provided in the report options are set up by each company. These tables are not setup tables. For instance, in the report window for Financial Reports (below), the option "demo" is stored in table SY70300 which only references the reporting group and the reporting group configuration tables. These would need to be set up for the new company.
Thanks, Joshua, but this isn't answering my question. I'm new to Report Writer. So, if I look into the old company and follow the path Reports->Financial Statements I get a screen called FInancial Statement Report and when I click the magnifying glass to view the reports a number of them come up by name. I don't see any of these reports in the new company which is a copy of the old company (using setup table import for copying companies). I don't see any way to export any of these Financial Reports, either.
If I go the route you are saying, they have 2 users, one called the default user but either one does not show up any of these reports by name.
One company custom report will not show for another company. If you want give access to custom report within the company, login GP with sa and open Alternate/Modified Forms and Reports window (Tools-->Setup-->System-->Alternate/Modified Forms and Reports). Select desired id with product and choose your custom report as modified and click OK.
Hope this helps!!!
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