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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Management Reporter 20...
Microsoft Dynamics GP (Archived)

Management Reporter 2012--how to add SharePoint locations to the Report Library

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Posted on by Donia Strand 460

Hi,

I've viewed a number of the Mgmt Reporter 2012 feature videos, but can't find any "how to" videos or information in the Management Reporter 2012 documentation on how to link Mgmt Reporter to SharePoint. Am I emailing reports? Do users need to be notified of these reports by a SharePoint Alert? How do I add a SharePoint location to the Report Library? I know that the library must have the "link to document" content type enabled and the Mgmt Reporter Service Acct must have Design, but that was the extent of the instructions on it I could find. Can anyone please point me in the right direction?

Thanks!

 

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  • Donia Strand Profile Picture
    Donia Strand 460 on at
    Re: Management Reporter 2012--how to add SharePoint locations to the Report Library

    Thanks, Jill. That helped a lot! Particularly this :"In order for users to be able to open the report, they will need to be Management Reporter users and have access to the report in the report library."  I found the documentation concerning Mgmt Reporter and SharePoint provided in the help file quite skimpy.

  • Verified answer
    Jill Carter Profile Picture
    Jill Carter 1,846 on at
    Re: Management Reporter 2012--how to add SharePoint locations to the Report Library

    Hi Donia,

    The Management Reporter help file walks you through how to add locations in a report defintion. If you click on the Help icon and go to Report Generation | Generate a report, you'll see step by step directions (I've included them below.)

    In order for users to be able to open the report, they will need to be Management Reporter users and have access to the report in the report library.  They'll also need to have access to the SharePoint document library where the report is being generated to.

    If you want users to receive an email notification when the report is generated, you can create alerts for them in SharePoint. They can also manage their own alerts in SharePoint.  Here is an article on how to create alerts in SharePoint.

    Hopefully this answers your questions! If not, let me know.

     

    Jill

     

    NoteNote

    You can generate reports only to folders and locations that you have access to in Management Reporter.

    Generate to a single location in the report library

    1. In Report Designer, open the report to generate. Click the Output and Distribution tab.

    2. In the Output name field, enter a name for the report after it is generated. This name does not have to be the same as the report definition name.

    3. To view the report after it is generated, select the View report when generated check box.

    4. Select Generate to a single report library location and type the address of the destination, or click Browse to browse to a destination for the generated report.

    5. Select the options to include in the report under the appropriate output heading. For more information, see Report viewing options.

    Generate to multiple locations in the report library

    1. In Report Designer, open the report to generate. Click the Output and Distribution tab.

    2. In the Output name field, enter a name for the report after it is generated. This name does not have to be the same as the report definition name.

    3. To view the report after it is generated, select the View report when generated check box.

    4. Select Generate to multiple report library locations.

    5. Click in the Report Library Location pane and type a destination address for the generated report. You can also click Add to browse to a destination folder, and then click OK to add the location to the report definition.

    6. To add another report library location, repeat step 5. To remove a location from the list, select a location, and then click Remove. To modify an existing location, double-click on the location, and then type or browse to a new destination address.

    7. Select the options to include in the report under the appropriate output heading. For more information, see Report viewing options.

    Generate a report link

    When you generate a report to the report library, you can also generate a link to a SharePoint site or another network location. The related report link can open the report in one of the supported report output types. For more information, see Report viewing options.

    Each report library location can create multiple related report links. Security settings for the report library folder are applied when the related report link is opened.

    NoteNote

    If you are using a computer that has Windows Server 2008 or Windows Server 2008 R2, you must have the Desktop Experience feature turned on in order to post a report to a SharePoint site. Open Server Manager, click Features, click Add Features, and then select Desktop Experience. This may require a restart.

    1. In Report Designer, open the report to generate. Click the Output and Distribution tab.

    2. In the Output name field, enter a name for the report after it is generated. This name does not have to be the same as the report definition name.

    3. To view the report after it is generated, select the View report when generated check box.

    4. Select Generate to multiple report library locations.

    5. Click in the Report Library Location pane, and then enter the destination for the generated report. At least one report library location must be selected in order to generate a related report link.

    6. Double-click in the Related Report Link Location pane, and then type an address to a network location or a SharePoint site. You can also click Browse to browse to a destination folder, and then click OK to add the location to the report definition. These address paths can also be copied into or from other report definitions.

      NoteNote

      If you are using Windows XP, the Open Files dialog box is not available, and you must type the address of the destination folder.

    7. To add another related report location, repeat step 6. To remove a location from the list, select a location, and then click Remove. To modify an existing location, double-click the location and type a new destination address.

    8. Select the options to include in the report under the appropriate output heading. For more information, see Report viewing options.

  • Donia Strand Profile Picture
    Donia Strand 460 on at
    Re: Management Reporter 2012--how to add SharePoint locations to the Report Library

    Also, do I need to give access to the report to the users that will be viewing it in SharePoint or Management Reporter?

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