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:
Check out the video below to see it in action.
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."
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?
@Dana Haessig, you must have GP 2013 in order for this functionality to work.
@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.
@Chris Ahlers Thank you, that was it exactly.
I assume that a license and GP login are required for the user use this drill back feature. Is that the case?
Can reports be printed from the web viewer and still look like they were printed from Management Reporter Report Viewer?
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.