Web Viewer
The Web Viewer lets you view a Management Reporter report in a web browser, without using Desktop Viewer or an installation of the Management Reporter client. To view a report in Web Viewer, you must be assigned a user role in Management Reporter. By default, generated reports open in the Web Viewer.
Note
Web Viewer requires a supported web browser. For more information, see Management Reporter System Requirements. For a description of the interface, see Web Viewer interface.
Web Viewer supports bidirectional languages, which read right to left, such as Arabic.
The Web Viewer lets you do the following:
Task |
For more information |
|---|---|
View generated reports or report groups. |
View a report in Web Viewer |
Add comments to a report and view existing comments. |
View or add comments to a report |
View previously generated reports or report groups. |
View previous versions of a report |
View transaction level data in Management Reporter. |
Drill down to transaction level data |
View additional details about report data, such as transaction origination, from the account level within the Microsoft Dynamics ERP system. |
|
Download a report or a report group to Microsoft Excel, Microsoft XPS format, or to view in Report Viewer. |
Download a report |
Use the Go To button to jump to key lines of a report. |
Go To button |
View the report in a different currency. |
Change currency in report view |
Change currency view (Microsoft Dynamics ERP AX 2012 only) |
|
Collapse and expand into summary view from a detailed report. |
View report summary lines only |
View the chart gallery. |
View charts that are associated with a report |
View reporting trees used in a report |
View units of a reporting tree in a report |
Submit an XBRL instance document. |
Tip
If you are using the Desktop Viewer and you want to view a report in your browser, right-click the report, select Copy Link, and then paste the link into your web browser.
View a report in Web Viewer
If Web Viewer is not your default viewer, you must generate a link to the report in the report library. In Desktop Viewer, right-click the report, select Copy Link, and then paste the link in your web browser.
If the report in Management Reporter contains additional levels of detail, such as the Account or Financial Detail view, links for these views are displayed below the title of the report. Click one of the view options to display additional data for the selected level of detail. For example, if you are viewing transaction details for a sales account, click the Financial Detail link to view a Financial Detail version of the report that has summarized data.
Tip
If the report in Management Reporter contains account and transaction details for certain rows of the report, the rows are displayed as hyperlinks in the report. Click a row that includes details to view additional information in Web Viewer.
Select the link to open the report in the Web Viewer.
Use the arrow keys to move through the rows of the report.
To select a row in the report, click between the columns of data to select that row. Any charts or comments that are associated with the row are displayed in the Fact Pane.
Note
Only one row can be selected at a time.
To return to a previous view of the report, click the Back button in the Web Viewer. The Back button is located next to the report name.
Note
Do not use the Back button in the web browser.
To print a report, use one of the following options:
Click Print in the web browser.
Download the report as an XPS file or a worksheet in Microsoft Excel, and then use the Print function in the application that you selected.
View or add comments to a report
Any user who can view the report in the Web Viewer can add comments to rows in the report. Comments can be added to any level of detail in the report, such as the Financial, Account, or Transaction detail level.
To view comments in a report in the Web Viewer, select a row in the report. On the application bar, click Show, and then select Chart and comments. Comments for the selected row are displayed in the FactBox.
To delete a comment that you created, select the comment, and then click Delete. In the confirmation box, click Yes to permanently delete the comment.
Note
By default, you can modify or delete only the comments that you have created. To delete the comments of other users, you must have the Delete permission that is defined in the report library in Management Reporter. To modify the comments of other users, you must have the Edit permission that is defined in the report library in Management Reporter.
View previous versions of a report
Any user who can view a report in the Web Viewer can view previous versions of the report.
To view a previously generated version of a report, click Show on the application bar, and select Previous month’s reports. A list of previously generated reports is displayed in the Fact Pane. To open a previously generated report, right-click the report in the list, and select the report to open it in a new tab. To return to the original report, click the Back button.
Note
By default, you can view only the reports and versions of a report that you have access to.
View report summary lines only
To view only the report summary lines, click Show and select Summary lines only. Click again to expand the report to include all lines.
View charts that are associated with a report
Any user who can view the report in the Web Viewer can view the charts that are associated with the report. If a chart is added to the report in Desktop Viewer, the chart is displayed in the Fact Pane of the Web Viewer.
To view a chart in the Web Viewer, select a row in the report. Any charts that are associated with that row are displayed in a gallery in the Fact Pane. Click a thumbnail to view the chart.
View units of a reporting tree in a report
If a report has a reporting tree, you can filter data for individual units of the reporting tree. Users can view only the units of the reporting tree that they have been granted access to in Management Reporter. If a report has a reporting tree, a Reporting Tree button will be shown in the application bar.
To filter data in the report, click the Reporting Tree button in the application bar, and then select a unit of the reporting tree through which to filter results.
Drill down to transaction level data
Some reports contain detailed information that you can view by drilling down into the report. To determine whether a report has detailed information, move the pointer over the report rows. A hyperlink appears when the row contains a detailed report. Double-click the row to view the detailed report.
Download a report
Click the Download button to download a report as a Microsoft Excel worksheet, in XPS format, or for viewing in the Report Viewer.
Go To button
Click the Go To button to see a list of specific rows to jump to in the report. This feature is available for the Financial level of a report only.
Change currency in report view
Click the Currency button to select a new currency to display in the report. If the Currency Display cell is defined in the Column Definition, you cannot use the Currency button to change currencies. For more information, see Translate report currency. A report shown in a different currency cannot be viewed in Report Viewer.