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Drilling back to Microsoft Dynamics with Management Reporter web viewer (CU7 feature)

  • Artikel

Getting to information quickly is necessary when making business decisions.  With the Management Reporter web viewer, not only can you drill down to the individual transactions, you can also drill back in your Microsoft Dynamics ERP.  Once in Microsoft Dynamics, you are then able to view invoices and source document information to help provide additional context to transactions.

You can drill back with the web viewer for the following Microsoft Dynamics ERP versions:

  • Microsoft Dynamics AX 2012 (CU7)
  • Microsoft Dynamics GP 2013
  • Microsoft Dynamics SL 2011

 

Check out the video below to see it in action.

[embed]https://www.youtube.com/watch?v=jU6EE9A7C90[/embed]

https://www.youtube.com/watch?v=jU6EE9A7C90

Comments

  • Anonymous
    October 22, 2013
    Does this work with MR2012 CU7 and GP2010 (11.00.1914)?  I am receiving the error, "The URL was missing required Dynamics GP Drill Back parameters."

  • Anonymous
    October 29, 2013
    I've installed CU7 and am using GP2013 SP2; but I don't see or get the ear mark to be able to drill back at the account level. I've tried IE9, IE10, and Google Chrome. Are there any other settings / config / requirements to enable this feature that we should be aware of?

  • Anonymous
    October 31, 2013
    @Dana Haessig, you must have GP 2013 in order for this functionality to work.

  • Anonymous
    October 31, 2013
    @KarenK, you must have Management Reporter configured (via the Configuration Console) to connect to GP 2013 and integrate with the Data Mart. This drill functionality will not work with the Legacy configuration.

  • Anonymous
    November 01, 2013
    @Chris Ahlers  Thank you, that was it exactly.  

  • Anonymous
    December 12, 2013
    I assume that a license and GP login are required for the user use this drill back feature.  Is that the case?

  • Anonymous
    December 12, 2013
    Can reports be printed from the web viewer and still look like they were printed from Management Reporter Report Viewer?

  • Anonymous
    December 19, 2013
    Theresa G., Printing from the web viewer will be the browser printing. If you want the print friendly option its best to open in the desktop viewer or go to excel.

  • Anonymous
    April 22, 2014
    I have Dynamics SL 2011 but the functionality isn't working, when i click in Open in Dynamics a "Page not Found" message appears in my browser.  

  • Anonymous
    March 07, 2017
    Does this functionality work with GP 2015 and SL 2015?

    • Anonymous
      March 07, 2017
      Yes, newer versions work. The blog posts list the current versions supported as of the time of writing.