Management Reporter - Report comment functionality
Hi,
We would like to see the MR comment functionality again in D365FO.
Thanks,
Ludwig
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...
Thank you for the suggestion. I've verified that this indeed is a gap in reporting through financial reporting. It looks like totalling financial dimensions don't have their balances integrated or calculated during data integration. So the value is brought over, but not the balances.
We'll take a look a look at adding this functionality in a future release. Please add votes if this is a feature that we should prioritize.
Thank you
Ryan Sandness, PM
Thank you for your feedback.
We invite you to join our Customer Advisory board for Project Comacina. Here you will learn of updates that Microsoft is making to the reporting experience.
Click here to join (https://forms.office.com/Pages/ResponsePage.aspx?id=v4j5cvGGr0GRqy180BHbR2V_9HFL4cRGtih_PMMDw1dUM0gxOE1NQ01PUEhUSUpJSFVCRVFBRk02Ti4u)
Thank you,
Jinnie Wong
PM
Microsoft
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...
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
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
Fixed assets depreciation simulation reports
Some customers post depreciation once a year. In between they simulate depreciation for financial report but also adjust company strategy. At year end, they may change depreciation profile to adapt to fiscal possibility. There is no report to simulate depreciation by fixed asset (detail or sum...
Fixed Asset - GL reconciliation information
Hi, Currently, we do not have a report that allows us reconciling fixed asset and ledger balances. It would be great if you could either create a new reconciliation report or - alternatively - add the following columns to the fixed asset balances report: - Acquisition date - Amortization perio...
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Report: Fixed asset balances - Add filter "Balances per"
The report "Fixed asset balances" provides a good overview about all different balances in the asset accounting (aquisition, depreciation, net book value, etc).
These balances are very important for the year-end reporting in each company. But unfortunately there is no filter to c...
Thank you for the suggestion! We will track and consider this request for a future release.
Regards,
Kim Nelson, Program Manager
Microsoft
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.
We invite you to join our Customer Advisory board for Project Comacina. Here you will learn of updates that Microsoft is making to the reporting experience.
Click here to join (https://forms.office.com/Pages/ResponsePage.aspx?id=v4j5cvGGr0GRqy180BHbR2V_9HFL4cRGtih_PMMDw1dUM0gxOE1NQ01PUEhUSUpJSFVCRVFBRk02Ti4u)
Thank you,
Jinnie Wong
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
General Ledger Simulations included in the Financial Reporting
As the General Ledger Simulations are became standard (not Exil anymore), it would be great to modify the Financial Reporting in order to include also simulations transactions. General Ledger Simulations are widely used and there are no reports to check them, expection for account statement and...
Thank you for your feedback.
We invite you to join our Customer Advisory board for Project Comacina. Here you will learn of updates that Microsoft is making to the reporting experience.
Click here to join ( https://forms.office.com/Pages/ResponsePage.aspx?id=v4j5cvGGr0GRqy180BHbR2V_9HFL4cRGtih_PMMDw1dUM0gxOE1NQ01PUEhUSUpJSFVCRVFBRk02Ti4u)
Sincerely,
Jinnie Wong
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.