47

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Financial reporting (54)

STATUS DETAILS
Under Review
Ideas 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 

41

Management Reporter - Report comment functionality

Hi,

We would like to see the MR comment functionality again in D365FO.

Thanks,

Ludwig

Read more...

2 Comments

Read more... 2 Comments

Category: Financial reporting (54)

STATUS DETAILS
Under Review
Ideas Administrator

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.

36

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Financial reporting (54)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.

 

Sincerely,

 Ryan Sandness

PM, Microsoft 

20

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.

Read more...

0 Comments

Read more... 0 Comments

Category: Financial reporting (54)

STATUS DETAILS
Under Review
16

Screen showing workflow in error, both for header and subworkflows

In standard D365, the screen workflow error shows only the workflow errors on header level. Errors in subworkflows are not shown in this screen. Suggestion to extend the current screen to display not only workflow errors for header workflows but also for related subworkflows. The current workar...

Read more...

0 Comments

Read more... 0 Comments

Category: Financial reporting (54)

STATUS DETAILS
New
12

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...

Read more...

1 Comments

Read more... 1 Comments

Category: Financial reporting (54)

STATUS DETAILS
Needs Votes
Ideas Administrator

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.

12

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Financial reporting (54)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your suggestion.

 

11

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Financial reporting (54)

STATUS DETAILS
Needs Votes
Ideas Administrator

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.

 

10

Financial dimension rename to be incorporated in FR

When a financial dimension value is renamed in D365F&O, this is not reflected in Financial Reporting. Even worse, the entries related to the renamed financial dimension values don't pop up anymore in Financial Reporting. Only way to "solve" this issue is to revert the financial dimension v...

Read more...

0 Comments

Read more... 0 Comments

Category: Financial reporting (54)

STATUS DETAILS
Declined
Ideas Administrator

Has this been brought up to support at all? I assume a data mart reset would resolve the issue. The rename must not be triggering the change tracking for financial reporting to pick up this change. This sounds more like a bug than a feature request. 

10

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 ...

Read more...

0 Comments

Read more... 0 Comments

Category: Financial reporting (54)

STATUS DETAILS
New