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Because Management Reporter Reports are used to report financial data and in most cases would be reviewed for monitoring control purposes, they should be in-scope for a change management process in most financially significant companies with audit requirements; especially SOX compliant companies. For that reason, I would like to suggest that an audit trail be established for changes made to report components within management reporter. With those changes, financial management can more easily review and validate that changes are appropriate and supported.

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future. Currently, there are a few options available:

1. Financial reporting is secured so that only specific roles can edit reports. You can certainly restrict down the number of users who have access to edit reports.

2. Reports can be password protected so that "official" reports can not be modified without the password. Other building blocks can be used for ad_hoc reports.

3. We do have basic capabilities to show “who changed it when” by using File -> Open in Report Designer. Here you will see a list of all building blocks with a last modified date and user.

Additionally, you can choose to print the building block names on reports so you can see if official ones were used or not. The suggestion is good, but it could also use some clarity on what format you're expecting to see the changes in and any other details of how this would need to work to be helpful.

Sincerely,

Ryan Sandness

Microsoft