[Tracy Yaklyvich, MBA]

We have a ton of rows, columns, trees and reports in management reporter.  Many of which we know are not being used.  Is there a way to retrieve data as to which rows, columns and trees are being used in reports?  Can we also retrieve the last time a report was generated?  We are hoping both sets of information will help us to delete or inactivate items that are no longer being used to help free up resources.  Thanks so much!

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Tracy Yaklyvich, MBA
Controller
American Society of Health-System Pharmacists
Bethesda MD
tyaklyvich@ashp.org
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[Samantha Higdon]

Hi ,

There are a couple of ways to tackle this.

Through the application:
1.) If you go to the Row, Column, or Reporting Tree Definition section (i.e. click on Row Definitions in the bottom left where the “big” buttons are), you can right click on any row/column/tree definition and choose “Associations”.  This will show you which report(s) that specific component is associated with.

2.) If you open Report Viewer (search for Report Viewer in your search bar not Report Designer), that will give you a history of sorts of every report generated.  You may have folder structures set up that would require looking through individual folders.

The above options work decently well if you have a manageable number of items you want to evaluate.  If you have a large number of items, you could try some SQL queries against the ManagementReporter database.

Below is a script I am working on for a separate issue that could help with the last run date.  You may need to tweak it a bit to serve your needs, but it’s a place to start.

Select Reporting.reportdesign.ReportDesignName,max(modifydate) ‘ModifyDate’
From reporting.repository
left join reporting.reportdesign on reporting.reportdesign.reportdesignid=reporting.repository.VersionCorrelationId
group by reporting.reportdesign.ReportDesignName

I haven’t worked on pulling the report definitions from SQL, but that should be possible in SQL as well.

If you have any questions, please let me know.

Best,

Samantha

??

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Samantha Higdon ,CPA,CGMA
Consultant
Lagom, LLC
Carmel IN
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[Tracy Yaklyvich, MBA]

thank you Samantha!  I have one more MR question that I bet you can easily answer.  I have a really simple calculation in row 2355:  Total Reserves divided by Total Expenses.  It is not calculating properly!  Any idea what I am doing wrong?

Thanks!  Tracy

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Tracy Yaklyvich, MBA
Controller
American Society of Health-System Pharmacists
Bethesda MD
tyaklyvich@ashp.org
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[Samantha Higdon]

Hi

I sure can help with this one!

When you do a calculation row in MR, you have to use the @ sign to indicate a row reference otherwise is does actual math (i.e. 2339/2351 will return something like .9949).

To fix it, adjust the logic to @2339/@2351 and that will tell MR to do Row 2339 / Row 2351.

Give that ?a shot and let me know if it works or you have any issues.

Best,

Samantha???

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Samantha Higdon ,CPA,CGMA
Consultant
Lagom, LLC
Carmel IN
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[Tracy Yaklyvich, MBA]

Thank you so much Samantha!

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Tracy Yaklyvich, MBA
Controller
American Society of Health-System Pharmacists
Bethesda MD
tyaklyvich@ashp.org
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[Annette Brown]

Additionally, To see when the last time something was modified/generated…..

File open…. 
will pull up a list of all the “definitions” reports, row, columns, trees.  You can then see when something was modified and/or generated and by whom. 

you can use CTRL+A to highlight all the rows, Then CTRL+C to copy the contents of this window.  Then CTRL+V you can paste into Excel.

NOTE:  You can do this on each of the tabs (reports, row, columns, trees).

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Annette Brown
Sr. GP Implementation Consulant
Columbus Global
Troy MI
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