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D365 Finance reports - Ability to run group reports

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Posted on by CD-10060951-0

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

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Hana Xue Microsoft Employee on at

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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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AR-01121610-0 4,973 Moderator on at

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Hy,

there is something new upcoming called Business Performance Analyse (BPA) where also Financial reports are included., but it is still in preview.

Reports in Business performance analytics - Finance | Dynamics 365 | Microsoft Learn

Herzliche Grüße / kind regards,

Andreas Raithel

D365FO Solution Architect
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Frank Hamelly | MVP... 46,633 Moderator on at

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The ability to render reports directly to Excel was deprecated for D365. It was a nice feature.