Skip to main content

Reporting in Microsoft Dynamics F&O

     Today, I would like to share the reporting possibilities of D365 FO. There are various ways to report;


1. SSRS: Most of the SSRS reports are in the system ready to be used. But if there is a need to add a new report or a field/grouping etc to the current report, there is a need for a developer. This kind of reports are mostly used for internal needs and maybe sent to 3 rd parties in a proper shape.

2. Embedded Power BI: There are Power BI reports that are already created in the system and embedded in the modules. These reports are easy to use and is more focused on the visual. 

3. Power BI: Power BI reports can be created with the Power BI desktop application and easy to manage.

4. Management Reporter: Management Reporter tool is a user efficient tool that users can create reports  from COA, transactions, budget and dimensions. Users can create their own reports or use/change the ones that are already offered in the system like audit trail, balance sheet, cash flow etc.


5. Inquiries: These are forms that have data shown in grid view and can be exported to Excel. To find data through filtering options make it user friendly. So I use this functionality most common rather than the prepare a static report.

6. Excel: You can export data to Excel via Data Migration tools and can create the reports through. 

7: Electronic Reporting (ER): This is the most out of imagine tool which can be used for reporting with none or low code methodology. There is already set up reports but standard ones can be changed or new added.

8: Word Templates: This is not a reporting tool but for some documents can be managed as an out put to be sent to customers etc with the interaction of the user.

Labels:

Comments

Post a Comment

Popular posts from this blog

D365 F&O Transportation Module (TMS)

      I would like to give some summary information on the TMS module. TMS module helps you manage your both inbound and outbound operations.   You can plan your shipments, routes, loads, appointments and drier check in/outs.  You can see the fastest or less expensive routes as an example with to assign rates and calculate with engines. Also you can manage and reconcile charges. Please find the Microsoft Documentation for the Module below: https://docs.microsoft.com/en-us/dynamics365/supply-chain/transportation/transportation-management-overview Also I like the video series below from Michael Cobbin which give detail for the TM module from Tech Talk: https://www.youtube.com/watch?v=gqGKgiDEQLk https://www.youtube.com/watch?v=gqGKgiDEQLk&list=PLaKeZD0fHWIp8zD088_6svgMZ5v1CmJGz&index=8 https://www.youtube.com/watch?v=9-gGUxeQSAc&t=1408s https://www.youtube.com/watch?v=gqGKgiDEQLk&t=1456s
Post a Comment
Read more

Vendor Invoice Posting Date (Pending Invoices)

  On the pending invoice posting form, there are different dates that may need to be filled. But there are two fields that may be mixed up. Invoice Date and Posting Date.  -Invoice Date is the date of the real invoice and most of the calculations(cash discount, exchange rates etc.) are using this date. It is optional not to fill this information unless on the parameters it is set to be filled mandatory. (Account payable > Setup > Account payable parameters -> Require document date on vendor invoice) - Posting Date is the date the transaction is posted to GL. This may differ from the invoice date in many circumstances. For example the invoice may arrive to posting user after the invoice date, period is closed etc. This field is used for calculations if invoice date is not filled. To fill the invoice date is mandatory and it is set to today as default when invoice is created but can be changed before posting. In some circumstances, users may need to change or bulk ...
Post a Comment
Read more

Management Reporter (MR)

      Management reporter is  a tool that help users to create their own financial reports without customization/development or help from the IT team/consultants . Is used to prepare financial statements such as income statements, balance sheet etc which has the GL transactional/budget data and dimensions in D365 F&O. It was outside Ax but now you can reach within the D365 F&O.      You may use the functionalities below:          -    Transactional and Budgets Data          -     COA and Dimensions          -     Total Accounts          -     Report Variances          -     Pre Set Reports          -     Report Details of Transactions like voucher number, vendor and customer etc for audit reporting         -...
Post a Comment
Read more