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Unable to open User Dashboard Reports in Equitrac Office or Express 5.5

Problem Statement:

When trying to view a User Dashboard Report, the following error appears: "Generating report 'Account Statement' failed."  This occurs in EO / EE 5.5.

Cause:

This can happen if the IIS user "IIS APPPOOL\Equitrac" is not a member of the Windows AD Group which has access permission to run reports. 

Resolution:

To address this issue, do the following:

  1. Create a Windows Group for Equitrac Reports
  2. Open the group and Add the Equitrac service account, and  IIS User "IIS APPPOOL\Equitrac" as members
  3. In System Manager, open the Access Permissions dialog, and select the above Windows group for "Reports"