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Simple reports

Posted on by 6
Hi, I'm new to the reporting tool in dynamics.
In other programs, when I've built a Balance Sheet report, I use intervals of accounts. For example from account 1010 to account 1099, and add /Print every account with value/.
And then the report print one row for each account in the interval if it has a value.
But I can't find how to do this in Dynamics - do I miss something?
The Company who onboarded us has made some reports, but not wiht interval, each account have a seperate row which gives us errors every time someone enters a new account.
  • Simple reports
    Thanks for taking your time answering,
     
    Please be more specific in your answers. Remember I'm a rookie in dynamics even if I built a lot of reports like this in other systems.

    "you need to select the type as account, transaction, detail" ok - this sounds good - but where do I select this? I have looked through Report- Row- and Columndefinitions for the specific report.
     
    "you can use default trial balance report, row and column definition" ok - but how do I use it in an already built report???
  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,300 Most Valuable Professional on at
    Simple reports
    Hi,
     
    If you have standard reports available in MR, you can use default trial balance report, row and column definition.
     
    If you haven't deployed, please deploy the standard reports from MR framework.
     
  • Simple reports
    Ok - that sounds promising!
     
    Could you be more specific on where I can find this?
    Report definitions?
    Row definitions?
     
  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 15,786 Most Valuable Professional on at
    Simple reports
    Hi,
     
    You may use the template of trial balance. You can do what you need but not in the first page that is pro Ted on the report but if you go in details. So on you report you need to select the type as account, transaction, detail.
  • Simple reports
    This is the result I want
     
     
    This is how the row definitions looks today:
     
    This is how I want the row definitions to look like:
    and then - of course - i want it to print all rows with an amount, an have the total in the bottom.
  • Ramit Paul Profile Picture
    Ramit Paul 22,300 Most Valuable Professional on at
    Simple reports
    Hi,
     
    Please share the expected report format with simple excel workings, we can help by some example.
     
     

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