web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Management Reporter - ...
Microsoft Dynamics GP (Archived)

Management Reporter - Pulling Data from Two Companies

(0) ShareShare
ReportReport
Posted on by Community Member

Hello:

We have a very simple Management Reporter income statement consisting of a tree with an @ANY Summary row and two companies in the two rows underneath.

But, we cannot pull data from both companies at the same time upon generating the report.  We can only generate data for one or the other.

In the Company Name drop-down list in the Report Definition, it does not seem to matter whether we choose @ANY or a specific company.

How do we modify the Report Definition to pull data for both companies?

Thank you!

John

*This post is locked for comments

I have the same question (0)
  • Mike Bufano Profile Picture
    Mike Bufano 1,484 on at
    RE: Management Reporter - Pulling Data from Two Companies

    Are your GL accounts the same in Both companies?

    If so, in the tree, for the company column, you need to select that Company instead of @ANY.

    Paste a pic of your Tree.

  • Community Member Profile Picture
    Community Member on at
    RE: Management Reporter - Pulling Data from Two Companies

    Hi Mike:

    Thank you, for the quick response!

    The first row of the tree is an @ANY Summary row.

    The second row is pointing to one of the two companies, while the third row points to the other company.

    I would think that such a generic tree would allow for pulling data for both companies, but it doesn't.

    Is the issue being caused by choosing @ANY in the drop-down list at the top of the Report Definition?  Or, could it be that we should be logged into a specific company?

    Thanks, again, Mike!

    John

  • Mike Bufano Profile Picture
    Mike Bufano 1,484 on at
    RE: Management Reporter - Pulling Data from Two Companies

    Can you attach a screenshot of your Tree layout?

    Do all companies share the same row format?

    Did you specify a row format in the tree?

    What version of MR  CU ...

  • Community Member Profile Picture
    Community Member on at
    RE: Management Reporter - Pulling Data from Two Companies

    Hi Mike:

    I don't have on-demand access to the client's environment.  I have to "screenshare" with her, and she has left for the day.

    The tree does not look any more different than what I described on those three rows.

    All companies do share the same row format.  No row format is specified in the tree.

    I don't know the CU version.

    I realize that this is not much information to go on, but do you have an inkling as to why we cannot pull data from the two companies at once?

    Thanks, again, for your help!

    John

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Congratulations to the September Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics GP (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans