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Finance | Project Operations, Human Resources, ...
Suggested Answer

How to create Electronic reporting

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Posted on by 436

Hi Experts,

I need to work on electronic reporting as i have new in this so please suggest me how to configure and basic detailing of electronic report.

Thanks 

Sonajee

I have the same question (0)
  • Martin Dráb Profile Picture
    237,965 Most Valuable Professional on at

    F&O has documentation, therefore you can look there: Electronic reporting (ER) overview.

  • Suggested answer
    Ramit Paul Profile Picture
    22,797 Most Valuable Professional on at

    You can check this doc docs.microsoft.com/.../general-electronic-reporting

  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    46,625 Super User 2025 Season 2 on at

    It's not easy to figure it out on your own and the Microsoft documentation is not 100% accurate.  I've spent hours studying it and have concluded the best way to learn is to find someone who has already discovered the tricks and learn from them.  30 minutes recently spent with someone who has blazed the trail was more informative than 8 hours of self-teaching.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Sonajee,

    In case you need some examples, have a look at this site:

    dynamicsax-fico.com/.../

    Best regards,

    Ludwig

  • huijij Profile Picture
    19,811 on at

    Hi Sona,

    You can go through the document to set up Electronic Reporting (ER) and

    import your first configuration from Lifecycle Services (LCS):

    https://dynamicsmanuals.com/2019/09/12/how-to-configure-electronic-reporting/

    regards

  • Sona Jee Profile Picture
    436 on at

    Hi All,

    Is there any configuration required for our custom reports so that it can be shown in below screenshot

    ER-Config.PNG

    Please suggest me the right path so that i can use custom reports in electronic reporting.

    Thanks 

    SonaJee

  • Martin Dráb Profile Picture
    237,965 Most Valuable Professional on at

    You may want to look at the quick start guide called Design a new ER solution to print a custom report.

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