web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
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

(3) ShareShare
ReportReport
Posted on by DG-22070506-0 95
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
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,409 Moderator on at
    Hello Dhakshi,
     
    Which product are you using?
     
    Thank you,
    Amit Katariya
  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,803 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
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 20,521 Most Valuable Professional on at
    You can use management reporter(Financial reports) for this purpose.

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the February Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1
Pallavi Phade Profile Picture

Pallavi Phade 102 Super User 2026 Season 1

#2
ManoVerse Profile Picture

ManoVerse 58 Super User 2026 Season 1

#3
Abhilash Warrier Profile Picture

Abhilash Warrier 55 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Welcome to the Microsoft Dynamics 365 forum!
Identifying an Org as CDS or Dynamics
Get batch job history log from D365 FO to Power Automate
Gross and Net Weight of Shipments feeding back into Sales Order (from External Source)

Product updates

Dynamics 365 release plans