In MR reports, there should be a interlink between schedule report and balance sheet report
When the user generates the report which is part of balance sheet report. Meaning that there should be link between schedule reports and balance sheet reports (If any changes in schedule report the same has to be update the value under balance sheet).
Allow ranges to search a certain length without including data from longer lengths
I've recently come across an issue in both D365FO and Financial reporter when searching on a Voucher number. my voucher number was 2020-####. However when I put in a range of 2020-0001..2020-9999, this also brought back data which is from another number sequence which was 2020-7######. In D365FO...
Duplicates accounts report do not include accounts without transactions and there is no info about occurrence and row code
User would like to make sure that the report does not include duplicates, so mark the check box @report duplicates accounts' on the report definition. Generate the report and export to excel, check the duplicates report and the results. The report shows only account number without occurrence and ...
A new function to optionally list accounts in a row definition rather than the sum of accounts
It would be really useful to be able to optionally select the option on a row definition to list the Main accounts for a row definition rather than consolidate. This would make it easier to create, check and maintain reports. For example in reports such as a trial balance you can specify all ...
Page Setup for prining and export to Excel
Can the page setup option be brought back into the Financial Reporter (rather than within the D365 environment) so page sizes, layouts, margins etc can be stored for the report dataset. Currently each time a report is produced you have to reset the print options and when exporting to excel the...
Thank you for your feedback.
We did some initial investigation into this ask and confirmed this isn’t something we can easily add to the existing web report viewer functionality. 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.
Report Wizard in Dynamics 365 For finance and operations
Bring the Report Wizard back. The report wizard guides less experienced users through the design process. Advanced users can create new report building blocks or modify existing building blocks to meet their requirements. This feature used to be in Management Reporter 2012 but has been depreca...
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.
User restriction by dimension
If users with limited access could have restrictions applied by dimension code so they can view only what is permitted for them to have access to.
Thank you for your feedback.
We need some more details to understand your suggestion better. Can you please help us by answering the following questions?
- Are you referring solely to security in financial reporting by dimension?
Today reporting trees can be defined and used on reports to limit security based on any level of the reporting tree.
Sincerely,
Ryan Sandness,
Microsoft.
This functionality exists when you use the security on the reporting tree.
Invoice Despcription on Detailed Trail Balance
I think it would be extremely helpful to have the description/comment field from Purchase Invoices feed over into the detailed trial balance description field. For example say you enter a vendor invoice to a balance sheet account it would give the ability to put a description. As it stands now...
Thank you for your feedback.
We invite you to check out Business performance analytics as a solution. Please watch the video below to learn more.
Business performance analytics introduction - YouTube
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PDF file size is too big when opened with an external application
PDF file exported from D365fo should have the option of removed embedded font and should not have a big file.
Export segments into separate columns on a single worksheet
When exporting to a single worksheet the "Display Segments in Separate Columns" doesn't work. It will only work if exporting to multiple worksheets. We'd like to have this functionality. Thanks, Julie
Administrator
Thank you
Jinnie Wong
PM