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D365 Finance reports - Ability to run group reports

Posted on by 4
Hi,
We have to run multiple management reports each month (Balance Sheet, P&L, Trial Balance etc.) which is quite standard for closing any month end, and with Dynamics AX 2012 was able to run this as a group and export to one excel file. 
 
In D365, this option seems to be unavailable adding additional time to run and export each report in a separate excel file and then manually creating one new excel again. I have not found the PowerBI integration tool very useful to provide an alternative. 
 
Has anyone found a solution to this that won't add additional cost or additional add ins? 
Kind regards
  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 3,722 Super User on at
    D365 Finance reports - Ability to run group reports
    The ability to render reports directly to Excel was deprecated for D365.  It was a nice feature.
  • Suggested answer
    andreasraithel Profile Picture
    andreasraithel 4,596 on at
    D365 Finance reports - Ability to run group reports
    Hy,
     
    there is something new upcoming called Business Performance Analyse (BPA) where also Financial reports are included., but it is still in preview.
     
    Herzliche Grüße / kind regards,
     
    Andreas Raithel
    D365FO Solution Architect
     
  • Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    D365 Finance reports - Ability to run group reports
    Hi,
    In FO, you can use the report designer to group report definitions so that you can generate multiple reports at the same time. For more information, you can view this document: Organize report components in report designer - Finance & Operations | Dynamics 365 | Microsoft Learn
    Best Regards,
    Hana

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