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Microsoft Dynamics GP (Archived)

Changing Account Categories in Management Reporter does not impact prior months

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We have Management Reporter 2012  2.1.8001.0, and  have a report where we assign expenses to rows using Account Categories. We realized that one account was classified incorrectly and havee reassigned it. We notice that the amount for March appears correctly in the new row, but prior months still remain under the old category.

Is there away to get prior months to reflect the changed category properly without rebuilding the datamart?

 

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  • Verified answer
    Redbeard Profile Picture
    12,931 on at
    RE: Changing Account Categories in Management Reporter does not impact prior months

    Babu is likely correct. You may want to start with Refreshed Chached Financial data first. The issue you are having is, the datamart stored the past financial data as it was initially configured, and now that you've made the change, the new data is being passed in the newly configured format.

  • Verified answer
    babubaskaran@outlook.com Profile Picture
    8 on at
    RE: Changing Account Categories in Management Reporter does not impact prior months

    Hi I think rebuilding the datamart is the only option to get the correct data.

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