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I am trying to determine whether I can address the reporting requirement below using a reporting tree or whether my only choice is to build multiple reports.
The scenario is this the organisation is made up of:
The companies share the same common COA and dimensions. Some business units exist in only one company whereas others exist in all companies. The business unit owners are not interested in the individual numbers per company only the consolidated result. So I what need to be able to do is select business units for the consolidated entity. I do not want to use a hard consolidation using consolidation journals because this will not allow drill down to source transactions which is one of the purposes of delivering this reporting to the business unit managers. But I can't see a way to build a reporting tress to achieve this. Has any one else solved this or a similar requirement with a reporting tree?
Currently I run the report consolidated by all companies using a reporting tree with the 8 companies and filter by the business unit dimension using the report options. But the end goal is to deliver self service reporting to the business unit managers but restrict managers to their own business unit. Ideally without having to create separate reports for each business unit.
Thanks in advance
What exact report or option are you currently using? Are you using PowerBI, Management reporter, ...?
Hello Simon X,
What might help for restricting the view on data from the managers 'own' business unit is the MR unit security functionality.
Have you tested using this feature?
I am using the D365 Financial Reports (formerly management reporter). As the reports are financial statements and much more suited to this report writer than Power BI.
Yes I am familiar with the unit security and that will meet one of my requirements to allow business unit managers to run their own reports but only be able to see their business unit. The requirement I am struggling with is consolidating a business unit by company. To do this I need to flip the hierarchy so the reporting trees looks like this:-
If I build a tree like this I don't get the results I expect seem to get zero dollar amounts.
I have managed to create a tree where companies role up into business units to give me a summary of revenue and expenses for each business unit across companies. It is a very big reporting tree because I have 8 companies rolling up to each of the 13 business units so 105 reporting units in the tree with the top level being summary of all business units for all companies. My next step is to add security so each business unit manager can view only their business unit so thank you for the earlier link you sent me it is very useful.
Good to hear that you got it work even though there is a lot of manual but one time setup required.
If there is nothing left often then please be so kind and verify the answers.
Many thanks and best regards,
There is one thing I have successfully set-up security on the reporting to secure business unit managers to viewing their business unit. Unfortunately I hit a major snag which is there appears not be a simple way to restrict what reports or folders a a user can see.
We have many financial reports that the finance team use but only a few that the business managers should be able to see. Some initial research on this tells me the only option is an end user unfriendly method via XDS where you have to create a SQL query to limit table permissions and link this to security roles. Is this correct or do you know of another way? i have no access or experience with the development side I was a developer early in my career in the IT industry but not with AX or D365.
Thanks in advance
One possibility would be to configure unit security for all of the reports that you have created.
Even if a manager sees a specific report he is not supposed to see there should be no problem because once he opens the report unit security hits in and he won't see any data.
The problem with this option is that you have to apply unit security for all of your reports, which can be a very lengthy and tedious setup.
yes I thought of this and you are correct it would be a very long and tedious set-up and not a good user experience as they would see a long list of reports which are not relevant to them, rather than 2 or 3 reports they review on a monthly basis.
I came up with another solution that partially works which is filtering the Financial reports form to a specific folder and adding to a Workspace as a link which I push to each user. This works up to a point because the user can still potentially change the filter through advanced filters under personalisation. This would be better if I could disable personalisation for the users but when I do this they cannot see the workspace for some reason. Also the users can still see all reports through the designer interface (they cannot change reports but they can generate) and of course they still see the financial reports option from the General ledger menu. This is really a huge gap in making financial reports self service to some business users. If you ever discover a better solution please share with me. Similarly I will do the same if I find a better solution.
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