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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / TB Report Closing Bala...
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

TB Report Closing Balance including All active Entities

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Posted on by DG-22070506-0 93
Hi,
 
I  would like to create a report including the  Account number , Account name and the Closing Balance of  all the entities that are active in D365. 
 
Could you please guide me in how I can extract this information using the Add in Option.
 
Thank you 
 
Kind Regards
Dhakshi
I have the same question (0)
  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 20,111 Most Valuable Professional on at
    You can use management reporter(Financial reports) for this purpose.
  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,799 Most Valuable Professional on at
    Hi,
     
    If this is for F&O, you can check this YouTube video to create TB for all LEs-https://youtu.be/ZMwfBvIakjY?si=mpUI_f9E0J1R8F4C
  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,409 Super User 2025 Season 2 on at
    Hello Dhakshi,
     
    Which product are you using?
     
    Thank you,
    Amit Katariya

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