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Tech Tuesday: Publishing an Excel Report with Excel Report Builder


I have seen some confusion on this subject lately, so hopefully I can help clear up some publishing Excel Report errors when you need to allow your users to create their own Excel Reports.  What I have seen most is often is the following error message.

ERB-NoPermissions

At first glance this looks like a GP security error so users look into their GP security task for a resolution, eventually granting every option for Excel Report Builder and end up giving the user trying to publish the report the POWERUSER role in GP.  When the user tries to publish the report again they will receive the same message.  The issue here is Excel Report Builder needs to be able to create a SQL view in the company database.  This is not something you can grant through a GP security task or role.  The POWERUSER role is specific to GP security and will also not work as it has no rights in SQL to allow the user to create a SQL view.

By default, the sa user will be able to publish a report because it has all the necessary SQL permissions.  To allow a standard user permission to publish an Excel Report their SQL user will need to have the correct permissions.  Specifically, Excel Report Builder is looking for a user to have a sever role of sysadmin or dbcreator or a database role of db_owner in the company database that they are publishing the Excel Report from.  Once the user has one of these roles they will be able to publish their own Excel Reports successfully.

Hopefully this simple tip helps if you find yourself in a similar pinch.

3 Comments

  1. Bill Cummings on July 8, 2016 at 1:08 pm

    Hello,

    I’m concerned about security – is there any other way where a users doesn’t have those high-power roles?

    Thank you,

    Bill

  2. Amit Thakkar on July 12, 2016 at 7:11 am

    SmartList Designer: a nice addition to Microsoft Dynamics GP 2013 SP2
    Last week After updating to 12.00.0086 of smartlist builder, now not able to modify my existing smart list create using ‘Smartlist Designer’
    When I select from smart list favourites –>Modify–“This smartlist cannot be modify by smarlistbuilder” Press OK nothing happens
    Why I am not able to modify my past created using “smart list Designer”

    Please provide a solution
    Thanks
    Amit

    • Nicole Albertson on July 14, 2016 at 11:02 am

      Amit,
      SmartList Builder is not able to modify setups built in SmartList Designer and SmartList Designer is not able to modify anything built in SmartList Builder.

      If you have SmartList Builder installed, when you click the Modify button, it is going to try to launch SmartList Builder. If you want to get to SmartList Designer, you will need to disable SmartList Builder in the Customization Status (Microsoft Dynamics GP – Tools – Customize). Then when you click Modify, it will try to open SmartList Designer.

      Hope this helps.

      Nicole

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