Generate consolidated statement for customers

(4) Share

Report

Posted on by SJ-16091251-0

315

How can I generate a consolidated customer account statement report in D365 FO that includes all customers in a single excel file (similar to the vendor statement format), instead of receiving a ZIP folder with separate files per customer?

I tried both screen and excel as destination, but in both the cases, I got the same output where separate statements are generated for all the customers.

Categories:

Dynamics 365 Finance

I have the same question (0)

All responses (6)

Answers (2)

André Arnaud de Cal... 303,706 Super User 2026 Season 1 on at

Like (1)

Report
Copy link

Link copied!

Hi,

You are referring to a vendor statement. Can you provide screenshots so I can understand what exactly you are looking for? What exact function are you using for generating the ZIP file?

Was this reply helpful? Yes No
Verified answer

Naveena Reddy 279 on at

Like (1)

Report
Copy link

Link copied!

Hi, similar question has been asked and you can find an answer here: Print all customer account statement into one pdf file

Thanks & Regards,

Naveena G.

2 people found this reply helpful.

Was this reply helpful? Yes No
Verified answer

Syed Haris Shah 1,519 Super User 2026 Season 1 on at

Like (2)

Report
Copy link

Link copied!

Hi @SJ-16091251-0,

Unfortunately, the out-of-the-box Customer Account Statement SSRS report in D365 F&SCM cannot consolidate multiple customers into a single Customer Statement Excel file.
As alternatives, you may consider using Management Reporter to show detailed customer transactions or Power BI to create a consolidated report.
Implementing this directly in D365 F&SCM would require customization and could impact system performance when generating a large number of customer statements in one file. Therefore, I recommend exploring the options above.

If you find this answer helpful, please consider Verifying the answer. 👍

Regards,

Syed Haris Shah

1 people found this reply helpful.

Was this reply helpful? Yes No
Suggested answer

Abhilash Warrier 7,274 Super User 2026 Season 1 on at

Like (1)

Report
Copy link

Link copied!

How to Configure:
Please use the below steps so you can include all the Customer records in a single report –

If this helped, please mark it as "Verified" for others facing the same issue.
Keep in mind that it is possible to mark more than one answer as verified.

2 people found this reply helpful.

Was this reply helpful? Yes No
Suggested answer

Alireza Eshaghzadeh 14,839 Super User 2026 Season 1 on at

Like (2)

Report
Copy link

Link copied!

Hi,
You will need a customization, as there is no standard consolidated Customer Statement report available. A possible workaround is the approach suggested by Abhilash; however, this will generate the statements separately rather than as a consolidated report.

2 people found this reply helpful.

Was this reply helpful? Yes No
SJ-16091251-0 315 on at

Like (2)

Report
Copy link

Link copied!

@André Arnaud de Calavon @Naveena Reddy @Syed Haris Shah @Abhilash Warrier @Alireza Eshaghzadeh - Thanks a lot everyone for your inputs.

So, to summarize this, I get that there is still no standard report that consolidates the customer account statement. I will get back to my team and check if any technical customizations should be done or the consolidation through PDF will just do the job.

Thanks again!

Was this reply helpful? Yes No