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

Announcing Our 2025 Season 1 Super Users!

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

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,356 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans