Thursday, June 5, 2008

Management Reporter - Scheduling Reports Act II

Sometime back I requested the ability to schedule reports from PPS Management Reporter, a feature that was missing from V1. I put together a quick spec for Microsoft of what would pacify us until they put a proper full scheduler into future releases. This is what I requested as a minimum:

The command – ManagementReporter.exe

Flags/Parameters

-Generate (action to be done)
-Connection:DefaultConnection (connection created to the MR database.)
-Logon:”Mr Price Group” (The entity that you wish to log into)
-BuildingBlockGroup:Default (building block within logged on install that you wish to use)
-Report: “\Mr Price\SSMP1 Income Statement with PMO Monthly” (The report name and the subdirectory stored in)
-Output:”Management Reporter” (Could be “Management Reporter” or “Reporting Definition Language” or “Printer”

So what did we get? In short we get to use the same ReportGenerator.exe that is in the program files directory. We also get 3 of the 6 switches/parameters requested. These are:

-Generate
-BuildingBlockGroup
-Report

The report flag does not however require any sub directory as although the reports are stored in directories they MUST be unique in name.

Here is an example of the command syntax.

ReportDesigner.exe -Generate -BuildingBlockGroup:Default -Report:"SSAS4 Expenses Actual vs Budget Monthly"

We are extremely grateful for what we have received but it does come with some prerequisites as the Report Designer is actually opened and then closed once the report has completed.

  1. Remember to tick the "save my credentials" box on the logon screen for Report Designer on the machine that you are going to run the scheduled reports. Also make sure that the appropriate default connection and entity are selected. The scheduled reports will use these credentials, connection and entity.
  2. Any reports run should not have "Select units at run time" ticked on the Settings Tab under "Reporting unit selection".
  3. You can only output to Management Reporter and not to file or RDL. Even if you select these they report will only be sent to the Report Viewer.
  4. You cannot run more than one report at a time. If one report is running any subsequent attempt will realize that the Report Designer is already open and report a success message even though it has done nothing.

A list of error messages that you can encounter are:

0=Success
1=UnknownBuildingBlockGroup
2=UnknownReport
3=ReportViewerExportError
4=ReportFailedToLoad
5=ReportAlreadyGenerating
6=ReportingServicesGenerateError
7=UseRowDefinitionFromTree
8=ReportDesignerBadRepositoryPermissions
9=UnknownRepositoryError
10=FailedToConnectToReportingServices
11=BeforeGenerateValidationError
12=AcceptSecurityWarningError
13=ValidateDataError
14=BuildingBlocksNotValidated
15=UnableToCreateTree
16=CompanyCredentials
17=EnsureCompleteCompanyCredentialsFailed
18=EngineException
19=FailedToOpenReport
255=UnknownError

Reports can be run from the command line, task scheduler and from SQL Server Agent. Although this is not comparable to the Frx Reporter Scheduling it is a step in the right direction.

- Paul Steynberg

5 comments:

Ajay Singh said...

Hi Steve,
This is more of a clarification and not comment to your current post.

I am trying to create a very simple model with very few members on Account dimension
Balance Sheet
- Asset
- Liability
- Equity
Net Income
- Income
- Expense
Members on Entity:
Total ACME
- ACME US
- ACME CND
Memebrs on Currency:
USD
CND

I am trying to create a 'Financial Model without Shares Calculation". However when I am publishing my report as input forms and trying to access for data input the data entry cells are coming as locked. I verified all the Model access and everything seems to be fine.

Can you please help?

Thanks
Ajay

Ajay Singh said...

Adding to my previous question. How can I display the Dimension member names in the data input template rather than label.

Thanks
Ajay

Paul Steynberg said...

Ajay

Can I suggest that you put your questions to the technet forum for planning. This way the chances of getting an answer quite quickly is much better due to time zones etc etc.

First question on your not being able to enter data. Is the input form in a cycle with the scenario open for input and is the form at leaf level. Post your original question with your answer on http://forums.microsoft.com/TechNet/ShowForum.aspx?ForumID=1871&SiteID=17 and you will definately find a solution.

Regards

Paul

Ajay Singh said...

Hi Paul,

Sure I will do that.
Regarding the issue I was facing, I just included all the model dimensions in my input form and then after selecting the leaf most level for each filter the data entry section was enabled.

Thanks for the response.

Thanks,
Ajay

Anonymous said...

Anyone know what the command line arguments look like or have a link to a Microsoft article that explains this functionality?
Thanks in advance,
Bradley