Reporting
We started using Solver in August 2024. Our sales report was working till December 2024, however it would no longer run for multiple months.
When I run the report, I don't see any detailed error messages in the portal. Where should I go to try and find more details?
Excel, Devtools, Grafana (for us)
Hi there, I am trying to add more fields in the Define storage tab.
However, it is restricting me from dragging and dropping the fields. What am I doing wrong?
Customer was trying to store to the GL Detail and not the GL.
Hi, a routinely run integration now shows no tasks. How do I recover what was there before??
Customer can request a database restore to restore the previous tasks. (They did not tell me that they deleted them on accident).
Why are we getting the following screen when accessing https://learn.solvertraining.com? How do I access the Solver Academy?
Users will need to access the Academy via the portal.
I am receiving this error when I open up my report. Why is this happening?
This report is opened from the desktop or Excel recovery auto opens the report after Excel crashes.
The "expanding" and "display blank records" checkboxes are greyed out so I cannot select them.
How do I get the column to display even if there are no values to show?
Re-drag a dimension and create a new group on the column.
(Creating new group manually by highlighting the row/column causes the checkboxes to be greyed out)
When entering budget data in a budget entry template, I am unable to save a budget note if I enter zero as the amount.
I have been entering $.01 as around.
Is there a way that the system can save a budget note for a $0 entry? Thanks.
Uncheck the 'Delete transactions if cell value is 0'.
Between Friday and this morning the consolidation report "changed" which rate it uses for the balance sheet currency conversion for Canada.
On Friday it was correct using the spot rate..Today it is using the average rate.
I also noticed that the integration failed over the weekend.
What can I do to resolve this?
Re-run the job.
Struggling to enter 2 new users as the Solver program does not allow me to press the "+ sign " button to add the new user names. This + sign is greyed out. What do I need to do?
To add a new user, you will first need to enter the email of the user that you want to add in the text box. After adding the email, the + button will turn blue and become available to press to send out the invitation.
I was able to add the registry entries and made the changes in the Excel Trust Center. All users run BI360 from one server.
However, we are still receiving errors when trying to update the licenses and launching Excel.
Registry Entry:
ServiceAddress: http://services4.ultimatereporting.com/
ServiceAddress should be ServicesAddress.
It is recommended to keep chart data to the far left side of the report and _____ all displayed charts. (Hint: relative location to the displayed charts)
In the input template where we use the line item detail, is there a way to customize the header that shows on the line item detail section?
For example, is there a way to customize the line item detail header so it only shows either “202601” or “January” and not both?
Yes, the LIDS column headers are driven by the Grouping/Sorting tab.
What expression can I use to create a unique Transaction ID within the Expression builder?
You can use this expression Increment()/2 in order to give each transaction a number starting from 1, 2, 3...
I am having issues with the new custom drilldown. After making changes, I am unable to see the new fields show up when I drilldown into one of the measures.
What did I forget to do? What could also be the cause of me not seeing the field besides the first answer?
What is click the Save button? (Could also mean that there is no data for that particular field).
I was wondering if it was possible to buy additional copies of these books for our Finance employees here at Yorkville to help them in learning the tool.
Yay or nay?
Books are not available for purchase. Users will need to access the Solver Academy for more training material.
Customer is getting an error when drilling to General Ledger on some columns in a report (some columns drill fine). This is the error. What should I do to troubleshoot this issue?
Recreate your row/column groupings.
Unknown cause but it appears to be an issue with the underlying XML.
I want to add budget notes to our input template. However, when I add Budget Notes to the expense line, it saves correctly but I don't see it populate when I run the report.
How can I get the the Budget Notes to display when I run the report? (What might be causing this issue?)
Bud Notes were being saved in the first period for each year (ie 202501) and the report's period filter was not capturing this (was set to another period). To resolve, we added a period filter on the column that the Bud Notes were displayed ("This year all").
When using Quickstart for BC, I got an approval request window (attachment). The customer tried to fix it with his BC provider, but until now, without success.
How do I fix this issue?
An Admin with Azure / EntraID must approve the BI360.com URL using one of these methods:
I got access to a new tenant this morning and the name is missing in the upper right corner below my name. Last week, I had the same issue with another tenant, I created a support ticket for it. Why can't I see the tenant name show up?
User has been added as a customer admin but has not been added to the tenant yet.
I deleted a report in our tenant entitled 'Budget Stats v5' but users are still seeing an assignment for it. I was unable to find out who created the assignments in the first place and we don't need users having access to the report at this point in time.
Where should I check? (Hint: It's in the portal)
Recycle bin.
Hi – my formatting within the reports I’ve set to run as a package isn’t coming through correctly. See below “Cash and cash equivalents” as an example.
What can I do to resolve this?
Hint: Two possible options.
1. Use the Number format with commas as separator.
2. Use a custom number formatting.
I get this error message when I try to save. What button within the Solver Reporting tab might be helpful in troubleshooting this issue?
Storage comments.
Customer had blank cells that also had storage settings (more than the 2 noted in the error).
When an Intacct Integration fails with this message, what is one of the possible causes?
"The exception message when doing readByQuery: One or more errors occurred"
Intacct has deprecated endpoints but they are still available for selection and are being used in the integration
The Intacct API is experiencing a concurrency issue with other requests being made and interrupting the pagination system utilized by Intacct.
The user does not have adequate permissions to each of the dimensions included in the integration.
One of our users is unable to reset their password. Clicking on the reset password button does not send an email to them. We have checked our spam/incoming email security and do not see the email being sent. Please advise.
(Hint: Check the user's tab)
User is still pending. They will need to setup their account first before they can reset their password.
Contact this person/department for this customer's request:
Could you assist with providing an updated certificate of insurance for Solver or direct me to who can?
Gina/Accounting.