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Management reporter - not picking up new accounts

  • 1.  Management reporter - not picking up new accounts

    Posted 11-01-2018 05:57 PM

    My P & L report in Management reporter is not picking up new accounts that I have set up in a new row.

    I set up a new row and mapped by account under the 'Link to Financial Dimensions'.  I noticed that when I added the account  in the 'Link', if I search for the account - the new account is not listed.

    Why would that be?  Do I need to refresh something?  I've never had this problem before.

    Thanks.

    Sue



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    Susan Bogseth
    ProXES Inc.
    Mundelein IL
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  • 2.  RE: Management reporter - not picking up new accounts

    Posted 11-02-2018 08:25 AM
    ​check the logs in the RM configuration.  You may have a data condition which has stopped the data transfer.  Sometimes it's enough to fix the issue (lower case alpha, bad date,  accthist out of sync with curyacct), but sometimes the data mart will then need to be rebuilt.

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    Tom Schonthaler
    Sr. Financial Systems Consultant
    Raffa
    Washington DC
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  • 3.  RE: Management reporter - not picking up new accounts

    BRONZE CONTRIBUTOR
    Posted 11-02-2018 09:49 AM
    We often experience issues with Management Reporter after adding new accounts / subaccounts.  Typically a Datamart Refresh by our IT group resolves the issue.

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    Joe Brown
    Controller
    Tennessee Housing Development Agency
    Nashville TN
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  • 4.  RE: Management reporter - not picking up new accounts

    Posted 11-04-2018 01:52 PM
    MR uses the AcctHist table, so if there is no transaction for the new GL/Subaccount it won't integrate from SL to the data mart. Once there has been a transaction, which causes SL to create a record in AcctHist, it will then integrate across to MR. This won't stop you from creating the new line in your row definitions, etc, prior to entering a transaction though.

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    John Deyell
    Business Consultant
    Adaptable Consulting Limited
    Auckland
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  • 5.  RE: Management reporter - not picking up new accounts

    Posted 27 days ago
    Thanks everyone!  IT refreshed the Data Mart and it now picks up my new accounts.

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    Susan Bogseth
    ProXES Inc.
    Mundelein IL
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