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Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

Configure Financial Reports (Management Reporter)

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ReportReport
Posted on by 2,346

We migrated our ERP environment from Dynamics AX 2012 to Dynamics 365 FO.

However, we are facing some issues in setup the Management Reporter in D365 and migrating the old reports from AX2012 to the new D365FO.

For example, we are getting the following error when at the time of generating the report:
You do not have permission to perform this action. Work with your administrator to verify your user permissions within Financial Report Designer. (4425DA7B-BD49-4CF3-981F-0B8276BC72FC)

And when we try to create a new report we are getting the following error:

The connection attempt failed. The user does not have appropriate permissions to connect to the server. Contact your system administrator.

Even though that we are using the 'System administrator' user and the role 'Security administrator' is assigned to him. I tried to query Reporting.SecurityUser table in MR database but is only showing one record even after assigning 'Accountant', 'CFO' and 'CEO' roles to many users. 

I have the same question (0)
  • Suggested answer
    MM-20051452-0 Profile Picture
    on at

    Hi Muhammad,

    Please open a Service Request for Microsoft CSS MR team so they can help you investigate and migrate this issue.

    Thanks in advance.

    Regards,

    Momen Mansour

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Muhammad,

    How have you migrated the old reports?

    If you create a new report from scratch do you get the same error message?

    Best regards,

    Ludwig

  • haroonattari Profile Picture
    2,346 on at

    Hi Ludwig, I am getting this error while running the default MR reports. The designer is not opening also hence could not migrate/import the old reports.

    Thanks

    Haroon

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Haroon,

    The default reports do not need to be migrated.

    You can just select tools-import default reports.

    Have you tried doing that?

    Best regards,

    Ludwig

  • haroonattari Profile Picture
    2,346 on at

    Hi Ludwig, When I am trying to run the default reports I am getting the error which I have mentioned in my first message on this post. 

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hello Muhammad,

    I see.

    Can you run any report without error?

    Let's say you quickly create a simple report and run it.

    Does it error out as well?

    Best regards,

    Ludwig

  • haroonattari Profile Picture
    2,346 on at

    Hi Ludwig

    Creating a report require you to open 'Report Designer' but that is also not opening and giving following error:

    The connection attempt failed. The user does not have appropriate permissions to connect to the server. Contact your system administrator.

    BTW, this error is also mentioned in my first message.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Muhammad,

    In this case, try to get into contact with your system admins. If they don't know how to fix/proceed then open a support case with the MS support team. That seems to be the fastest way to move forward here.

    Best regards,

    Ludwig

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