Overview of Financial Reporting with Microsoft Dynamics 365 Finance

Dynamics 365 Finance

The article titled "Navigating and leveraging financial reports within Microsoft Dynamics 365 Finance can help you better understand and manage your business’ fiscal health" provides a guide on how to access, navigate, and customize financial reports in Dynamics 365 Finance.
The guide starts with the basics of opening a report and explains that when you open a report for the first time, it automatically generates data for the previous month.
The article explains that financial reports often include multiple levels of detail, including the financial level and account level. Users can drill down into specific areas to view account details and transactions.
Users can customize report options by applying attribute and dimension filters, as well as changing the budget scenario on an Actual versus budget report.
To ensure the financial report reflects the most current data, users can click "Refresh" on the Action Pane. They can also click "Publish" to share the updated data with others.
Financial reports can be displayed in different currencies by selecting the desired currency from the "Currency" option on the Action Pane.
Users can print a financial report by adjusting the print options and generating a PDF file. They can also export a report to Microsoft Excel.
The article provides step-by-step instructions and tips for each of the mentioned actions and functionalities within Dynamics 365 Finance.

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