Category Archives: Management Reporter

Management Reporter Security

Are you confused by how user roles in AX 2012 are integrated with Management Reporter roles? Have problems adding or deleting users in Management Reporter? Get your answers here.

In the last couple of weeks I have been asked by AX developers about Management Reporter Security. Mainly, they were stumped by how assigning different roles to users in Management Reporter does not quite turn out as they had expected. Both times I felt I could only give a partial answer. Thus, I decided to do a little experiment to find out the truth once and for all… or until Microsoft comes up with the next Rollup I suppose!

In this topic, I will cover:

Management Reporter is able to integrate with different flavours of Microsoft Dynamics but in this topic I will cover integration with Microsoft Dynamics AX 2012 only, and only for up to RU5, simply because that is what is available to me for my experiment!
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What is Microsoft Management Reporter for Dynamics AX?

It is a collaborative and interactive reporting solution from Microsoft for finance data.

View more here:

Management Reporter 2012 Overview

How is it different from standard SSRS?

It is designed to be collaborative. How often do you need discuss a report with other people? This software actually allows you to share via lync or sharepoint, and to insert comments at defined points of the report.

The other massively useful function is the ability to drillthrough all the way to the Dynamics AX entry.

The other functions I think which are useful are:

  • Multilanguage support
  • NO IT involvement required once setup
  • auto-incremental update of data (NO ETL required)
  • Multisource consolidation
  • Integration with Dynamics AX

The documentation for Management Reporter is available now on Technet.

http://technet.microsoft.com/en-us/library/dn435963.aspx

Note:

Microsoft SQL Server 2014 is not currently supported.

Minimum database requirements:

  • Microsoft SQL Server® 2005 Express Edition with Service Pack 4
  • Microsoft SQL Server 2008 or newer is required for the data mart database, system database, and the company  database for the ERP.