Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Problem with Financial...
Finance | Project Operations, Human Resources, ...
Suggested answer

Problem with Financial reports. "You must save the organization hierarchy as a reporting tree..."

(0) ShareShare
ReportReport
Posted on by Migi 226
I'm trying to export custom Report definitions to copy them to another environment, but I receive the following error:
/You must save the organization hierarchy as a reporting tree definition before you can export the report./
I have never bumped into this before. Does anyone know what is wrong?
  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 16,307 Most Valuable Professional on at
    Problem with Financial reports. "You must save the organization hierarchy as a reporting tree..."
    Can you please check if the environment that you are trying to import has the setup for data in Dynamics.
    Even you have not created any reporting trees, organization structures needed to be setup.
  • Suggested answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Problem with Financial reports. "You must save the organization hierarchy as a reporting tree..."
    Hi,
    It seems that the error you are encountering is related to saving the organization hierarchy as a reporting tree definition before being able to export the report. This requirement ensures that the report is associated with the correct organizational structure. To resolve this issue, you'll need to save the organization hierarchy as a reporting tree definition in your current environment before attempting to export the custom report definitions.
    Best regards,
    Kevin

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

Congratulations 2024 Spotlight Honorees

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December

Congratulations to our December super stars! 🥳

Start Your Super User Journey Pt 2

Join the ranks of our community heros! 🦹

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,883 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,569 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans