Set up company information (data provider)
In Management Reporter, the data provider is the mechanism that is used to access data from the Microsoft Dynamics ERP system. When a company is imported into Management Reporter, it is associated with the company data in the Microsoft Dynamics ERP system. You must specify a default company, which is the company whose data is accessed when you create building blocks or generate reports. Additional companies can be defined, as needed.
This topic contains the following sections:
Manage a company definition
Description of company definitions
Select a default company
Manage access to a company
Reset password for company access
Manage a company definition
View the details of a company definition
Open Report Designer.
On the Company menu, click Companies.
Select a company name, and then click View. The View Company dialog box opens to display the company’s definition details. You cannot make changes in this dialog box. To change a definition, see the next procedure, Modify a company definition.
When you have finished viewing the company definition, click Close.
Modify a company definition
Open Report Designer.
On the Company menu, click Companies.
In the Companies dialog box, select a company, and then click Modify.
In the Modify Company dialog box, change the values of the settings, as needed. For information about the company information settings, see Description of company definitions.
Click OK to return to the Companies dialog box, and then click Close.
Note
Management Reporter automatically saves the company information when you close the Companies dialog box.
Description of company definitions
The following table describes the fields that are displayed in the company definition.
Field |
Description |
|---|---|
Company name |
A unique name for the company. This name can be printed on reports. This field is based on the company information in the Microsoft Dynamics ERP source system and cannot be modified. |
Company description |
A short description of the company. This description can be printed on reports. This field is based on the company information in the Microsoft Dynamics ERP source system and cannot be modified. |
Source system |
The Microsoft Dynamics ERP system that provides real-time financial data that is associated with the company. |
Building block group |
A collection of definitions for rows, columns, reporting trees, dimension sets, and reports. Each Management Reporter company can have its own building block group, or several companies can share a building block group. For information about how to create building block groups, see Building block group. |
Regional options |
The regional value identifies the region and currency symbol that is used to display the monetary amounts for the company. The currency symbol is the default symbol for the company and is used for every amount. A row or column definition can be used to override the symbol for an amount. For more information, see Row definition and Column definition. |
Period description |
The period description appears in the header of a report. For example, if you enter Month Ending in the Period description box, the report header for December 2011 would be For the Month Ending December 31, 2011. If you enter the description in uppercase, the date line is printed in uppercase in the report. .gif "Note") Note
Management Reporter accesses the regional settings of the Windows operating system for the period description information. For example, if you specify Autotext of @DateLong and the day of the week is displayed in your report headers but you do not want to display the day of the week, you must change the operating system regional settings and remove dddd (day of the week) from the Long Date definition.
|
Period description (plural) |
The plural period description appears in the headers of reports that cover multiple reporting periods. For example, if you enter Months Ending in the Period description (plural) field, the report header for March 2012 would be For the Three Months Ending March 31, 2012. |
XBRL entity |
The XBRL entity specified is used to create an XBRL instance document. For more information about XBRL entities, see (DEU) Create and maintain XBRL entities. |
Select a default company
If you have multiple company definitions, you must select one of the companies as the default company. Management Reporter uses the data files and the appropriate general ledger data from the default company to build row definitions, column definitions, reporting tree definitions, and to generate financial reports. By default, the company description in the report definition appears on all reports that are created in Management Reporter.
Note
A company cannot be selected as a default company until you have configured your Microsoft Dynamics ERP system. For more information about how to configure the connection to your system, see the data provider documentation for your Microsoft Dynamics ERP system.
In Report Designer, close all building block definition windows that are open.
On the Company menu, click Companies.
The Companies dialog box displays a list of existing companies.
Select a company, and then click Set As Default. A check mark appears next to the default company.
Note
If an existing company does not appear in the Companies dialog box, you do not have permission to access that company.
Manage access to a company
A user who has an administrator role can grant or deny access to companies in Management Reporter.
.gif "Security note") Security Note |
|---|
Granting or denying access in Management Reporter only prevents users from logging into a company or generating report data from a company in Management Reporter. Your Microsoft Dynamics ERP system may also have additional security measures to grant or prevent access to this data. |
Open Report Designer. In the navigation pane, click Security, and then click Companies.
Double-click a company name to open the Modify Company Access dialog box.
To add a user or group, click Add. In the Add Users and Groups dialog box, select one or more users or groups. To select more than one user or group name, hold down the Ctrl key while you select the user or group name.
To remove a user, select the user name, and then click Remove.
Click OK.
Tip
You can also set up multiple groups to manage security. A group can be used to manage multiple users who have access to specific companies or to specific groups of companies. For more information, see Set up and manage users and groups.
Reset password for company access
| Security Note |
|---|
For companies that use the data mart, security is based on the user’s Windows authentication. A separate user name and password are not required for company access. |
Depending on your company’s security policy, administrators often set an expiration date for a user’s password. If the credentials that you use to access company data have expired, or you save your credentials to access company data and must refresh those credentials, you must enter the credentials for that company again.
Open Report Designer. On the Company menu, select Companies.
In the Companies dialog box, select the company name, and then click Credentials.
In the Connect to dialog box, type the user name and password. To avoid having to enter these credentials every time that you log on to a company, select Save my credentials.
Click OK.