Tuesday, October 16, 2018
How To: Install a Custom RMS Report
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Every retailer is different and business owners that operate the exact same business often have different priorities when it comes to the types of information they want to see - that's why we create A LOT of custom reports for our clients.

To install a custom RMS report take the following steps:

  1. Unzip the File.  Most of the time when you download a custom report (whether from us or Microsoft) it will be zipped.  If you are using a Microsoft Windows XP or newer computer, you should be able to unzip the file by right-clicking on it and clicking the Extract All menu.  Follow the on-screen steps.
  2. Copy the file into the appropriate reports folder
    Store Operations: C:\Program Files\Microsoft Retail Management Systems\Store Operations\Reports\
    Headquarters: C:\Program Files\Microsoft Retail Management Systems\Headquarters\Reports\
    NOTE: It is important to move just the report file (ending in .qrp) and not any other files or folders in the reports folder.
    NOTE: If you are using a 64-bit version of Windows, you will need to go to C:\Program Files (x86)\ instead of C:\Program Files\, the remainder of the file path will be the same.
  3. If RMS Store Operations Manager or RMS Headquarters Manager are open, please close and Reopen those programs.
  4. Reports can now be accessed by going to Reports -> Custom in the proper manager program.
NOTE: If your organization shares reports between multiple computers/users, the file locations stated above may not work.  To validate your reports locations, please open either RMS Store Operations Administrator or RMS Headquarters Administrator, as appropriate, and go to File -> Configuration, and click on the Paths tab.  The location defined in the Reports field should be substituted for step 2.
Microsoft Dynamics Retail Management System

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