How to Do Financial Reports in Dynamics 365 Finance & Operations

#financialreporter

Dynamics 365 Finance

Financial reports in Dynamics 365 Finance & Operations are generated from the general ledger using a tool called financial reports.
Management Reporter in Dynamics AX is similar in functionality to financial reports in F&O.
Reports in D365FO consist of rows, columns, and trees, with rows representing lines of the report, columns comparing periods, and trees allowing for multiple reports by department or division.
The Dynamics 365 Finance Report Designer application is used to define and generate reports, with the ability to customize row and column definitions.
Financial reports allow for nonsequential groupings of accounts, making it easier to report on changes in account classifications.
Limitations of financial reports include working only with the General Ledger, limited granularity, and slower performance compared to other reporting tools.
Advanced reporting features like drilldown sub-reports or detailed sales and cost analysis may require the use of Power BI or customization by a Dynamics partner.
Efficient training for financial reports typically involves training a small group of power users within an organization on writing category income statements and balance sheets.

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#financialreporter