Generate Multiple Financial Reports

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Posted on by ahanson

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In running a balance sheet or income statement (as an example), is there a way to generate and print/export multiple datasets as one report? Previously, ran Management Reporter with Dynamics GP and utilized reporting trees to generate consolidated and individual income statements by segment (now company dimension).

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Mustafa Omerbegović 1,300 Super User 2025 Season 1 on at

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Generate Multiple Financial Reports

Hello Ahanson,

I suppose you could use Power BI where you would write a query that would load data from different databases into one common data set.
Also, you can also use Dataverse to merge data from different sources into one data set. Dataverse is not a complicated program to use and with a little knowledge, you can create a functional set of data from different databases.

https://learn.microsoft.com/en-us/training/paths/get-started-cds/

Greetings