Sub-ledger access from Financial reporting
The financial reporting does currently no allow access to subledger information. The following cases require access to sub-ledger for management reporting / financial statement purposes:
1. In the balance sheet, receivables are stated on the debit side, payables are stated on the credit...
Management Reporter - Report comment functionality
Hi,
We would like to see the MR comment functionality again in D365FO.
Thanks,
Ludwig
Thank you for your feedback.
Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Sincerely,
Ryan Sandness PM
Microsoft.
Financial Reporting using Chart of Accounts translated descriptions
WE have found sadly that Financial Reporting just print default account descriptions despite having translated descriptions; in different words, Financial Reporting does not check user language of preference or financial entity base language. So it will always show account description as enter...
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Sincerely,
Ryan Sandness
PM, Microsoft
Allow the use of totalling financial dimensions through the financial reporter
In the financial dimensions value, it is possible to create a value and mark this value to calculate from a range of other dimension values. This looks exactly as using Main Account Totals accounts. In Financial Reporter designer, these total dimension values appear and can be selected in the sam...
Financial Reporting Datamart schedulable reset
There are many times that Financial Reporting Datamart needs to be reset, and actually you can only perform it manually. The idea is to provide a batchable class or an API that can perform the reset without user interaction, also because you need high privileges to perform the datamart reset. ...
Thank you for your feedback.
At this point we would prefer to spend time on eliminating the need for data mart resets rather than enabling an easier solution to reset the data mart. If you do have identifiable issues where a reset is required, please work with support to log tickets for those issues.
Otherwise we have some fixes included through the 10.0.9 release and additional fixes planned for the next 6 months to improve in this area.
Sincerely,
Ryan Sandness
Microsoft
Sorting to be available in Account and Transactions Reports of the Management Reporter
Management Reporter contains the option to sort report amount based on the amounts or the alphabetical characters. But thats only applicable for the Financial page (Main page of the report), there is not drill down sorting available on Account and on Transaction page of the report.
Financial Reports: Import external data from Common Data Service (CDS)
In Management Reporter (AX2012 ->) you had the option to link to Excel sheets to consolidate data from external sources in the reports. This option is currently not available in Dynamics 365 Financial Reports. The request is to integrate Financial Reports into Common Data Service (CDS) to a...
Thank you for your feedback.
Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Sincerely,
PM,
Microsoft.
Generating Financial Reports to an External File Type/Location
Currently, Financial Reports does not give users the ability to save generated reports to a file location without first being generated on-screen. We would like to have the ability to automatically save generated reports to an external file type (PDF, Word, Excel, CSV, etc.) and location. This...
Thank you for your feedback.
Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Ryan Sandness
PM, Microsoft
Financial dimension attributes
A lot of customer require to ability to report on financial dimension in hierarchies. To support this requirement users can build dimension hierarchies, use number sequence logic in the dimension code or use dimension totals. These options don't allow for easy reporting using PowerBI. The fina...
Thank you for your feedback.
Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Sincerely,
Ryan Sandness,
Microsoft.
Allow copy/pasting on row modifier & CALC column to show details at transaction level
My client is using FR to create Budget Planning summary report in D365. One of the limitation of FR is the ability to list all budget plan documents on a row definition. In order to work around this, we have to manually create rows with document number filter on the row modifier. Since t...
Thank you for your suggestion.
Administrator
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
We are actively doing work in the area of financial insights to enable subledger data from our PowerBI solution and the data model that enables that reporting as a first step to provide additional subledger data within the trial balance. We’d recommend you look at that if you haven’t already.
Sincerely,
Ryan Sandness
PM, Microsoft