Morning All.
I'm very new to D365 F&O and been asked to create a new report, I know how to go into report designer but I'm having issues with how to build something link the image below.
Can anyone point me in the right direction please?
Please tell us more about your issues. Trying to address a problem is very difficult without knowing what the problem is.
Morning Martin.
I've been asked to create a report that shows what is on the attached screenshot, but struggling with what tables I need to link for the 0_30 days late and so on. We are not using the CRM function within the F&O, so would like some guidance or any links to help with this problem?
Aha, so your question isn't about "Report Designier" at all - it's about the data model. Let me change the title of this thread.
Are you saying that you have no idea where to find the data in F&O? Can't you ask a business analyst or users about where they work with the data in F&O. Someone has a reason for this report, so this person should now what data it's about.
Just knowing that you want to see "Name", for example, is pretty useless, because almost any entity has a name. You should know whether it's a customer name, bank account name or what.
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Martin Dráb 683 Most Valuable Professional
André Arnaud de Cal... 563 Super User 2025 Season 2
Sohaib Cheema 398 User Group Leader