Dynamics 365 for Finance and Operations has evolved into purpose-built applications to help you manage specific business functions. For more information about these changes, see Dynamics 365 Licensing Guide.
Financial reporting for the application allows financial and business professionals to create, maintain, deploy, and view financial statements. It moves beyond traditional reporting constraints to help you efficiently design various types of reports.
Financial reporting includes dimension support. Therefore, account segments or dimensions are immediately available. No additional tools or configuration steps are required.
Financial reporting setup
The Financial reporting setup page has a list of all financial dimensions in the system. General ledger > Ledger setup > Financial reporting setup.
The Financial reporting setup page has two sections that determine the data you report on in Financial reporting:
- Dimensions tab - Because different companies use different dimensions and account structures, there is no way to determine the order in which users want to view all financial dimensions on reports. This page allows you set the order in which you want financial dimensions to appear when you build and view a report in Financial reporting.
- Attributes tab is where you can select whether you want the ability to use Vendors and Customers as attributes for filtering and report design. Reporting on Vendor and Customer will only be valuable if you do not enter multiple vendors or customers in a single voucher when posting transactions. Choosing Vendor and/or Customer will add additional time to the integration.
Financial reporting components
The following components of financial reporting make it easy to create, view, and schedule reports.
|Report Designer||Create report building blocks that can be combined to define and generate a report. 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.|
|Report schedules||Schedule a single report or a group of reports so that it is generated on a regular basis.||Generate financial reports|
|Report design flexibility||Report Designer provides the following reporting options when you design a report:
|Financial report collaboration||The following features help you manage the generation and distribution of reports:
|Interactive report viewing||Interactive features let you perform the following tasks: