How does the Missing Accounts tool work when Management Reporter has multiple companies?
I have seen an instance where the user is signed into a default company, and the analysis is run. The analysis gives results for accounts missing on a row definition, when those particular accounts are not in the chart for that company.
Is this how the missing accounts tool typically works? Does it work best when charts of accounts are uniform across companies?
Thanks.
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Hi Dee,
Missing Account Analysis looks for missing accounts based on your report definitions. If you have a report definition set to company TWO that contains a row definition named Income Statement, then company TWO will be checked for missing accounts for this report. If you attach a reporting tree to this report containing companies THREE and FOUR, then all companies will be checked for this row definition.
Missing Account Analysis is flexible and will check any row definition and reporting tree that are assigned to a report definition. If you have unassigned building blocks then they will not be analyzed. The key to handling multiple companies is that you have the row definition assigned to an individual report definition or are using that row definition with a reporting tree that lists each of your company in it.
If you are seeing missing accounts listed for a row definition, then that row definition is used for another company in this report, or another one.
See the videos here for more information.
blogs.msdn.com/.../missing-account-analysis-management-reporter-2012-feature-highlight.aspx
blogs.msdn.com/.../training-ensure-your-reports-are-up-to-date-with-missing-account-analysis.aspx
Thanks!
Ryan
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