Changing Account Categories in Management Reporter does not impact prior months

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Posted on by Community Member Microsoft Employee

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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Redbeard 12,931 on at

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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.
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babubaskaran@outloo... on at

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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.