Fixing Management Reporter’s Segment Dimension Names

Recently, while working with a client during a GP2013 and Management Reporter implementation, I got a request to change the Segment ID names from Segment 1, Segment 2, Segment 3 and Segment 4 in the Account Format Setup window to the name listed below in the screen shot.

This would have been fine if the financial statements hadn’t already been built.  When I logged into Management Reporter to run one of the reports,  it returned no data.  After several minutes of searching and asking around the office, the answer presented itself.  The Segment names are stored in the ControlRowCriteria table in the Management Reporter database, and that table doesn’t refresh when you change the name in GP. So I needed to run the following SQL script to update that table.

UPDATE ControlRowCriteria
SET DimensionCode = ‘Company’
WHERE DimensionCode = ‘Segment1’

UPDATE ControlRowCriteria
SET DimensionCode = ‘Profit/Cost Ctr’
WHERE DimensionCode = ‘Segment2’

UPDATE ControlRowCriteria
SET DimensionCode = ‘Main Account’
WHERE DimensionCode = ‘Segment3’

UPDATE ControlRowCriteria
SET DimensionCode = ‘Sub-account’
WHERE DimensionCode = ‘Segment4’

Once the above script has been run against the Management Reporter database, opening a Row Definition will show the link to the Financial Dimensions, correctly linking to the Account segment and running the financial statement to provide the correct data again.

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