Friday, March 15, 2013

How to Use Command Line Scheduling with Management Reporter for Microsoft Dynamics ERP

Management Reporter for Microsoft Dynamics ERP now supports command line report scheduling with the Feature Pack 1 release. This functionality will enable automatic report generation until this functionality is built into the user interface in a future feature pack.

Command line scheduling is available for individual reports or for report groups. When these commands are executed, they are sent to the Process Server exactly like a manually generated report.

Note The command-line options are limited to what is listed here. Any other options such as output type or output location will use the value that is stored in the report definition.

There are three requirements in order to use this feature.

  1. If you are using Task Scheduler then the user who is running the task must be a valid Management Reporter user.
  2. The Windows user must have selected the save company credentials option for the company the report is being run for.
  3. The report cannot prompt for any information during generation. The option to include all units instead of select units at runtime must be selected even if no Reporting Tree is attached.

Commands available:

Note Both the – and /  switches are valid.

Command Argument Description
/generate “ReportDefinitionName” This is the name of the Report Definition
/generategroup “ReportGroupName” This is the name of the Report Group
/reportdate “01/31/2010” This will be translated to the base period and year in the Report Definition
/? Return available command line parameters

Example syntax:
ReportDesigner.exe /generate BalSheet /reportdate 3/31/2013

  • Report will run for the company the report is attached to
    Example Batch File for Task Scheduler:

    “C:\Program Files\Microsoft Dynamics ERP\Management Reporter\2.0\Client\ReportDesigner.exe” -generate BalSheet -reportdate 3/31/2016

Any error messages will be logged in the Windows Application Event Viewer under the source of Management Reporter Report Designer.