Introduction to Financial Reports (Management Reporter) in D365FO or AX

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Dynamics 365 Finance

The article discusses the importance of utilizing the Financial Reports tool in Dynamics 365 Finance and Supply Chain Management to create, maintain, deploy, and view financial statements.
Financial Reports allows users to generate financial statements based on ledger transactions and budget transactions without the need for additional tooling or licenses.
Users can access 22 default financial statements provided by Microsoft and customize their own financial statements based on various options available.
Before using Financial Reports, users should ensure that the prerequisites are correctly set up, including checking the Financial Reporting setup in the Ledger Setup options.
The Report Designer in D365FO allows users to define row definitions, column definitions, and report definitions to create customized financial statements.
Users can generate financial statements by combining building blocks such as row definitions, column definitions, and reporting tree definitions.
Microsoft offers default financial reports in D365FO that can be customized by adjusting mappings in the Report Designer.
Tips for getting started with Financial Reports include studying existing report definitions, drawing out desired report structures, and seeking resources online for guidance on creating reports.

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#financialreporter