Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

Fixed Adjustment in Financial Report using Reporting Tree

(0) ShareShare
ReportReport
Posted on by 5

Hello, I am trying to build a report using a reporting tree. There are several rows which require a hard-coded adjustment, but different amounts per reporting unit in the tree. Any advice on how to achieve this?  Thank you for your time!

  • Suggested answer
    Nya Profile Picture
    Nya 29,058 on at
    RE: Fixed Adjustment in Financial Report using Reporting Tree

    Hi,

    It is recommended to post your issue to the forum of F&O for further help.

    (+) Dynamics 365 Finance - Forums, Blogs, Support

  • Joanne1 Profile Picture
    Joanne1 5 on at
    RE: Fixed Adjustment in Financial Report using Reporting Tree

    Hi Nya, thanks for the reply.  I am very new to D365 F&O and going through the Financial Reports module to access Report Designer.  I hope that is what you meant!

    The trial balance report's row definition includes the main accounts.  The column definition is set for for dual currency (C$ and US$).  The reporting tree is built to roll up orgs to their consolidation point.  My struggle is when I need to add a 'fixed' adjustment to the US$ of a single main account of a specific CAD org  in the tree.  This is meant to be a one-time, permanent US$ adjustment.

    Any advice is appreciated!  Thanks

  • Nya Profile Picture
    Nya 29,058 on at
    RE: Fixed Adjustment in Financial Report using Reporting Tree

    Hi,

    Would you please specify which application you are using in Dynamics?

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

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,575 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,493 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans