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Finance | Project Operations, Human Resources, ...
Answered

Electronic report with classes in D365FO

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ReportReport
Posted on by 1,323
Dear team,
 
As per the customer requirement, I need to develop ER report with use of classes like 
Controller
Contract
DP 
 
The parameter will be From date and To date. And there will be many calculation required to fetch data from vendor related.
 
I never worked on this earlier.
 
Kindly please guide me how I will proceed from scratch. 
 
They like to run the report from AP module from D365FO workspace.
 
Please let me know the step by step please.
 
Thanks in advance 
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I have the same question (0)
  • CU05031448-0 Profile Picture
    1,323 on at
    Kindly reply on this pls. Thanks
  • CU05031448-0 Profile Picture
    1,323 on at
    Hi all, kindly reply on this. Thanks 
     
  • André Arnaud de Calavon Profile Picture
    303,669 Super User 2026 Season 1 on at
    Hi,
     
    I wonder about the business process and the gap that needs to be filled. A customer requirement is to be able to complete a certain task, not to ask you to develop some classes for ER. 
     
    Can you explain the exact requirement functionally? What should the Electronic Report do? I do understand the trigger is a manual action from the user interface.
  • CU05031448-0 Profile Picture
    1,323 on at
    Hi Andre, as per the high level discussion with management, they like to move almost SSRS report to ER report.
     
    So, the report which I posted is one of them. I am new to ER report. So, I am asking about the process from scratch.
     
    Hope you understand now.
     
    Kindly pls provide me anyone the input which I can follow to proceed the ER report instead of wasting time .
     
    Thanks in advance 
  • Verified answer
    Alireza Eshaghzadeh Profile Picture
    14,839 Super User 2026 Season 1 on at
    Hi,
    I recommend reading the following Microsoft Learn article:
    Design a new ER solution to print a custom report - Finance & Operations | Dynamics 365 | Microsoft Learn
     

    We have applied the same approach by creating a custom table and/or class that the report can run against. With this method, you will need to develop:

     
    • A custom table

    • A custom ER configuration

    • A custom print button


    •  

    This ensures the ER report can be executed correctly based on your custom data and requirements.

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