Hi,
Dynamics 365 offers several types of reporting/tools:
1) SSRS Reports – Primarily used for transactional reporting.
2) Financial Reporter – A separate framework for complex financial reports. Previously known as Management Reporter.
3) Power BI Embedded Workspaces – Built on top of the Entity Store, used for analytical reporting.
4) Business Performance Analytics (BPA) – A newer reporting tool introduced in Dynamics.
5) Report based on ER Framework
6) Reports based on Templates, such as word document templates (backed by Data Entities)
The choice of reporting framework depends on the type of report you need. No single framework fits all scenarios.
For example:
A) Complex financial reports are not easily handled with SSRS (therefore choose Management Reporter)
B) Creating Embedded BI Reports takes a lot of time, therefore choose BPA.
C) Creating a new report should not always be the first thought in ERP systems. For instance, if you need to modify an existing report like the Sales Invoice Report, it’s better to customize the existing SSRS report rather than using BPA or Management Reporter.
Tip: If you can build it without code, prefer that, as it saves time. However, also consider ALM (Application Lifecycle Management), as not all reporting frameworks offer full ALM support, and you don’t want to risk losing objects. Sometimes you would not have a choice. For example, Management Reporter (MR) doesn't offer full ALM support. In such cases, you need to control access to Production more strictly to prevent accidental deletion of report building blocks.
