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Hi All,
I am in a very interesting position. We recently lost our Director of Accounting AND our CFO within a week of each other. The person under the Director of Accounting has been with the institution for I believe six months to a year. We have essentially lost all knowledge of GP at the institution. I myself am the DBA here, have done a little work in the back end to help them free some stuck batches and so on.
Our new Director of Compliance and Budgeting, has requested that I personally teach her GP and Management Reporter and help with issues that she's having. Despite reiterating to her and the president that we only really have administrative knowledge in the IT dept.
Either way, here I am now trying to help with one of her more tricky issues. Our budget report that we publish to a private internal website is currently broken out in a format that she does not like. I believe it's units -> objects -> departments. She wants to see departments -> objects -> units. I have been messing with creating a new reporting tree, but not having much luck.
Looking at what I can see, it would seem to do what I want, I would have to create a row definition and add each department manually, link each department to an object definition then to a unit definition. Of course I've only been playing around in the designer for maybe an hour or two.
I am going to get the documentation for Management Reporter 2012 and start looking through it but I figured I would also put out a request to the community for maybe some direct answers or suggestions. Or maybe even some links to helpful videos or articles to get the ball rolling on really knowing how to build these reports. The hardest part seems like it's going to be knowing all the department and item codes when setting up the links.
Thanks,
Eric Merritt
Database Administrator
Stephens College
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Eric,
I would suggest that you reach out to your VAR of record and ask them if they can provide training. Microsoft should be able to provide that information to you.
Hey thanks for the links to the articles. I will read over those tomorrow.
I'll also look into seeing if we have Analytical Accounting installed.
As for requesting the DBA's help on teaching accounting software/tools. It's a small institution and when someone learns a name in IT here, you are there go to. Despite telling them repeatedly that you don't know anything about it!
Hi Eric:
I would start here:
https://blogs.msdn.microsoft.com/dynamics_financial_reporting/
Might need to go back to 2012
This *might* help:
It's hard to give other tips without knowing your account structure (what does the GL account setup look like) and is Analytical Accounting installed? the company should have a MS partner you can contact for further assistance. Seems really odd for the person to request that the DBA train on a product that is basically only used by accounting.....
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