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Finance | Project Operations, Human Resources, ...
Suggested Answer

Scheduling Reports in Management Reporter (MR)

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Posted on by 33
I'm working with a reporting tree in Management Reporter for Dynamics GP that has four departments. At a minimum, I need to generate separate reports for each department. Is there a way to set up MR so that when the report runs, I get a different file for each department automatically based on the tree structure? Any advice on how to configure this would be really helpful!
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  • Suggested answer
    Lisa at AonC.com Profile Picture
    963 Super User 2025 Season 2 on at
    Set the report up four times with all the settings the same except for the starting unit of the tree.  (Include the tree name in the Report ID name so that it is easy to find.)  Each report should be set up to have the specific number of levels of the tree (and not marked to ask at run time).
     
    You can then use the MR Report Group and/or Report Schedule feature to generate the reports to meet your needs.
  • CU19101715-0 Profile Picture
    33 on at
    What I want to accomplish is to have the report run automatically for each department using the tree and generate a separate file for each. I will try your suggestions, thanks!

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