Dynamics Blogger

"Excel Report Builder: You do not have security privileges to publish this report." I published an article in late 2009 titled Excel Report Builder: Publish Function that dealt with publishing permissions for report built in Excel Report Builder in Dynamics GP 10.0. Summary of this post is that only user ‘sa’ user can publish the report . Dynamics GP 2010 addressed this problem. I’d say it is resolved partially but not fully because even now not all users are allowed to publish the report. The Publish report permission has been extended to the users with the below server roles sa user DYNSA user db_owner database role sysAdmin fixed server role dbcreator fixed server role On one hand, I found this extension of users as welcoming but on the other hand, I don’t understand why it can’t be applied to all users and leave the control at the user security level. I think it is SQL server limitations which could have made this module developers handicapped to limit t...

If you look to copy a report from Smart list builder (SLB) to  Excel Report Builder (ERB) or vice versa, there is an option in both SLB and ERB called “duplicate” in options menu to do this task for us. To copy a report from SLB to ERB, Go through the following steps 1. open the report to be copied in SLB, Go to options | Duplicate 2. Choose Excel Report in New List type and assign New list ID and New list name or accept defaults. 3. Click Duplicate. Now, Go back to ERB. The same report appears in ERB as in SLB. Repeat the same steps for copying report from ERB to SLB.

While we all know that Smart list doesn’t support displaying totals, We now have a workaround to beat this limitation in Dynamics GP 2010. Though I’m yet to test this functionality, I thought to quickly share this cool feature. In Excel Report builder, Select the report and go to options and mark “ Display totals at the end of each list ”. This feature would then ensure all the numeric fields in the reports sum up when the report is published. We can duplicate all our existing smart list builder reports to Excel report builder using Duplicate option in Smart list Builder to copy them to Excel Report Builder.

Recently, I saw this question on Dynamics GP Partner Forum. Background of this issue is that the client is having latest Excel Report Builder with Dynamics GP  service pack 4. Whenever they try to publish the Excel Report. Luckily, I could find the Blog post published by David Musgrave little while ago when the SP4 was released and pointed the client to that post. However, the resolution to this issue is a temporary workaround and it is still listed as a Hot Topic currently which is why it wasn’t posted into KB Articles yet, I guess. To resolve this issue, I’d point you too to David Post on this. Here you go Wrong number of arguments to 'Replace_Text' Error after v10.0 SP4

In Excel Report Builder for Dynamics GP V10, we get to see this message when a User other than “sa” tries to publish the Report. "Excel Report Builder: You do not have security privileges to publish this report." This happens despite the necessary permissions are assigned to the respective user to do the same. The answer is that the current functionality limits the publishing reports in Excel Report Builder to sa user only and no other user can actually publish the same. So, Anyone trying their hard luck to get this done through a User other than sa, do not waste your time on setting this up and instead use the sa user for this function.