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How to Configure Microsoft SharePoint with Management Reporter 2012

How to Configure Microsoft SharePoint with Management Reporter 2012

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 I have seen a few questions pop up regarding how to configure Management Reporter and Microsoft® SharePoint®.  Today we are going to look at the setup steps needed to get this integration working.

Management Reporter 2012 currently supports SharePoint versions 2007 and 2010. It supports both SharePoint Foundation and Microsoft Office SharePoint Server. Below is a list of the most common issues and the solutions to those problems.

Issue Solution
Clicking on a Management Reporter report in Microsoft SharePoint does not bring up the report and the page looks to be blank

This error could be one of the following:

1. Under Document Library Settings and Advanced Settings set "Allow Management of Content Types" from no to yes

2. Under Content Types in your Document Library Settings page click on "Add from Existing Content Types" and add the "Link to Document" content type

3. Now that the above settings have been turned on, generate a Management Reporter 2012 report to a SharePoint location again

 

You receive the following error in the Report Queue:

Unable to create the related report link in (location specified).

The service account running the Management Reporter Process Service does not have the Design permission on the SharePoint library.

Check out this video for a walkthrough on how to enable these settings.

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  • Hello Ryan

    Is it possible to have multiple versions of the same financial report in SharePoint library and then if the user clicks on specific version, then that gets displayed/opened up in excel?

    Your inputs would help us determine some feasibility options.

    Thanks

    Siva

  • I've been looking for something similar to this on Connect.  We'd like to organize the report links in SharePoint by month, however, they don't reference a specific report version and all show the most current version of the report.  Doesn't matter what they're named on the output tab.

    Thanks

    Pete

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