6

Make all fields available in datasets (for quotes, invoices etc)

Hi,


Likely can be fixed in no time but impact to business is decent.


Its not susitainable to let partners to customize reports/datasets and then after some updates things will not work or to keep them running we need to pay for somethng what is as basic functi...

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Category: Reports and Business Intelligence (302)

STATUS DETAILS
Needs Votes
29

Report - Save as PDF with default filename created built from DataItem fields

Hello Microsoft-Team,


we would like to have the opportinity to set the default report name in a report from dataitem fields, so that the default filename is not e.g. Report50000.pdf when using "Save as PDF", but anything set up in the report consisting of text const and datait...

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1 Comments

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Category: Reports and Business Intelligence (302)

STATUS DETAILS
Needs Votes
1

filter by date or period in the report show from Insights.

From the home page -> Insights -> Business performance -> Period Length when try open possible filter by date or period in the report (period length) the field seems that it cannot be active.


Confirmed over channel with product team internally that Period Length is the name of...

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0 Comments

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Category: Reports and Business Intelligence (302)

STATUS DETAILS
Needs Votes
4

Selecting between multiple Custom Reports from the Report Layout Selection when printing

When we have multiple custom check reports that are used by different groups within a company, they have different checks they use.

In order to switch between the different reports is to change the Layout Type back to RDLC then back to Custom where you can select the other custom report....

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1 Comments

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Category: Reports and Business Intelligence (302)

STATUS DETAILS
Under Review
4

Analyze Mode: Allow the ability to exit analyze mode and display the list immediately.

In the 2023 wave 1 release Analyze mode was introduced on list pages - love this feature, thank you! However, when you turn off the Analyze mode the original list is no longer visible. Currently the only way to get this back is to use the filter options and select ALL, which is not intuitive t...

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0 Comments

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Category: Reports and Business Intelligence (302)

STATUS DETAILS
Needs Votes
2

Allow to schedule reports with excel layout or data-only format

Currently, it is not possible to schedule reports that have a "excel layout" or with option "excel data-only". Especially for larger reports, it would be nice to have this.

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0 Comments

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Category: Reports and Business Intelligence (302)

STATUS DETAILS
Needs Votes
1

Dynamics GP Smartlist - create in Dynamics BC

I am a Dynamics GP user transitioning to Dynamics BC. The GP Smartlist functionality is incredibly useful for users. It combines various header and line details into a user customisable lists. Be great to have this sort of user reporting tool in Dynamics BC.

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Category: Reports and Business Intelligence (302)

STATUS DETAILS
Needs Votes
3

Layout Selection on report

Now it's possible to set the default layout per report or per customer/vendor and report via the document layout setup on customer/vendor card, but it can be useful allow the user to modify the layout immediately before printing on the layout request page. The same possibility should be given ...

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0 Comments

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Category: Reports and Business Intelligence (302)

STATUS DETAILS
Needs Votes
1

Document customizer

It would be great to give BC users possibility to customize most common reports (sales documents, warehouse documents) by themselves. I saw one app "document customizer", which is great and user friendly in my opinion. It could be a default BC tool

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Category: Reports and Business Intelligence (302)

STATUS DETAILS
Needs Votes
3

Improve screen transitions for 'Run report'

When using Run Report from Report Layouts, close Order condition screen when press "Send to" in order and then press "Cancel".

 

Steps

1. Open Report Layouts

2. Click Run Report

3. Open Order screen and click Send to

4. Click Cancel

 

Actual

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0 Comments

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Category: Reports and Business Intelligence (302)

STATUS DETAILS
Needs Votes