Sage 100 standard 2016 very slow report manager/excel workbook and BI Tools/add account

SOLVED

The place I'm at recently upgraded to the Sage 100 Standard 2016, not sure what they were using before, the answers I have been able to get are MAS90 or SMI.

The accounting department is using Report Manager, going to what they need and clicking Run. This will bring up a box that does some SQL database operations and then will say building Excel workbook, this goes for about 5 minutes.

After this is loaded, if they try to use BI Tools/add account to something in Excel, the dialog box pops up, but every single digit entered takes about 30 seconds to a minute.

This is running through a HyperV VM, and I uninstalled symantec to make sure the anti-virus wasn't causing issues.

From what I can gather I assume the database or something isn't configured correctly, but I don't really know anything about this system. If there is any further information needed or anything I can do to help find an answer to my problem just tell me.

  • 0
    Before the upgrade did they have any issues with "speed" running the report?
  • 0 in reply to Doc102208
    They said the generating of the report was always very slow, but the BI Tools/add new account used to be very quick.
  • 0
    They were using MAS90 while was the file server version. You are now on Sage 100 Standard which is still the file server version. It sounds as if they are using Business Intelligence. It would be my suggestion to get with your reseller to review the installation of BI.
  • 0 in reply to IT Tech
    Do you know how many years of history they keep in the GL? Also, about how many GL Accounts do they have?
  • 0 in reply to Doc102208

    So I couldn't get a count, but when I asked they had the general ledger printed out, this was about 6 pages front and back.

    I also found out that they didn't go through a business partner or reseller to get this upgrade, they went from MAS90 to Sage 100 standard ERP through the in-house IT (which is now me) and there isn't any documentation on what was done. This also changed the reporting software from SMI to SIR.

    It seems like every other module works that people are using, like Accounts Payable and General Ledger, the only one that has issues is the report manager and report viewer.

  • 0 in reply to IT Tech
    How much RAM is on the workstation that runs the report. I had a client that had 12 GB and a report I created for them took like 10 minutes to generate. They bumped it up to 32 GB the report took 90 seconds.

    You can also add a filter to the Report Designer Sub Reports to limit the # of years of data that is extracted. The default is all years.
  • 0 in reply to Doc102208

    The workstation is running Windows Server 2008 R2 Standard, Service Pack 1 and has 16 GB of ram, and and is a 64 bit OS. This was running on a workstation with only 8GB of ram and the time that it took was still the same.

    When you run the report in report manager it asks for the Fiscal Year and Budget Code, I assume that putting 2016 in Fiscal Year will make the report only pull that year?

  • 0 in reply to IT Tech
    That should be enough.

    I would look at filtering the # of years in the Sub Reports. Do you know if they have a license for the Connector module?
  • 0 in reply to Doc102208
    It doesn't look like it, when I try to launch the the module it says "you are not licensed to use this module".
  • 0 in reply to IT Tech
    To add the year filter to these reports yourself you would need the Connector module.

    Reports I've built for clients I always ask how many years of data they need for the report and then add the filter to the Container. The clients don't need the Connector module. They just import report I send them.

    Sounds like they have been running the Sage 100/MAS90 for awhile and probably have years worth of history stored in the GL files. Like I said earlier the default report send all years. So if they have 12 years of history the Excel output will have 12 years of data which is a drain on the resources.

    If you would like to discuss you can click on my icon to find my email address.