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Showing posts with the label Reporting

Decide Use of a Dimension in an implementation

  There are various reconciliation reports between module and GL in the system , so no need to define the dimensions to full fill this need. 5. Will the dimension to be automated? User may have some issues to fill all the dimensions in the system during the entry of the transactions. So less is better but if the dimension is really needed than need to be checked if these can be automated by to select on the main data like on products, sites, vendor, customer, account, employee etc. Or may be used in derived dimensions. 6. Can two information be grouped in to one dimension and then solve the grouping in the reporting tools? User can select one dimension rather than to fill multi fields and then solve the grouping with the reporting tools. This will need smart coding during creation of the dimensions.

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, ...