web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Answered

Migration of Financial Reports from Onprem instance to cloud instance

(0) ShareShare
ReportReport
Posted on by 2,699

Hi All,

I am attempting to migrate an on prem instance of Finance and operations to the cloud.

Data wise I am aware of the path for the main AxDB but one area I am struggling with is how to migrate the financial reports.

The client have a lot of custom report definitions in place.

What is the best way to do this - I have raised a support call with MS but the information provided so far hasn't been able to resolve the issue.

The financial reports are dropped from the FINANCIALREPORTS table once a data mart refresh is done.  I take it the FINANCIALREPORTINGDB needs migrated somehow but I simply can't see a mechanism to do this.

If anyone has any experience of this or best way to approach it please let me know.

Thanks

I have the same question (0)
  • Verified answer
    Prem Kumar Bachu Profile Picture
    3,418 on at

    Hi,

    Can you try to export the building blocks and import it to new instance through this process you can export and import row,column and report definitions. Check the below link for export/import process.

    docs.microsoft.com/.../financial-report-components

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.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 503 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 434 Super User 2025 Season 2

#3
BillurSamdancioglu Profile Picture

BillurSamdancioglu 278 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans