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

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

Default Descriptions

  In D365 F&O there are ways to manage the descriptions. You may find the list below: Manual:  You may fill the description in the journals per line before you post the transactions. you may fill both for account and offset account. If you define a description before, you may select one from the list. Automatic:  Some transactions are auto created to the journals or on transactions default from the hard coded codes, like asset lease management and some functionalities in TMS management. Default Descriptions:  You can setup default descriptions by transaction type (sales order invoice, Po invoice, revaluation etc). On the transaction types you can use static (constant) text and/or variables. Specific Cases:  There are specific cases like revaluation. If you define the text during to run in revaluation process, system uses that information instead of to use the definition on the default description. Or if there is no setup on default descriptions, cancel opera...
Post a Comment
Read more