With Management Reporter 2012, you can publish a secure report link that will prompt the user to open the report in the Report Viewer, Excel, or XPS format. The link is secure because it relies on Management Reporter security for the user to determine the reports to which they have access. Very cool!
Let's take a look a the steps involved in doing this. But first, the prerequisites...
1. You can publish the link to either a shared network location (UNC or mapped drive) or to a SharePoint site.
2. If publishing to a shared network location, the service account used for the MR process service must have read/write access to the shared location. And when using SharePoint, the service account must have Design permissions on the library.
Here is a link to a great blog post from the Dynamics Corporate Performance Management team on publishing links to a SharePoint site.
Now, to set the location, we navigate to the report definition in Management Reporter, then click on the Output and Distribution tab:
Christina Phillips is a Microsoft Certified Trainer and Dynamics GP Certified Professional. She is a supervising consultant with BKD Technologies, providing training, support, and project management services to new and existing Microsoft Dynamics customers. This blog represents her views only, not those of her employer.