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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How to edit Financial ...
Finance | Project Operations, Human Resources, ...
Suggested answer

How to edit Financial report

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Posted on by Community Member

Hello guys,

How to edit a Financial report ? I open General Ledger > Inquiry and reports > Financial reports, and choose Income Statement - Default, and I tried to Edit by clicking Edit button, it is downloading something then cannot open, said something about Report designer.

Any add on I should installed first ?

Btw just a quick question also, actually I just want to get the account set up of this Income Statement, is it recorded in some table ? what is the table name ? entity ?

Thanks,

I have the same question (0)
  • Juanse Profile Picture
    Juanse 660 on at
    RE: How to edit Financial report

    Hello,

    Are you using chrome to open the report designer? try using edge, the report designer won't open in chrome, it can but you need to add the clickonce app to chrome.

    The report designer will show the set up of the financial reports. 

    There is no data entity for the income statement, the detail of the reports are inside financial reporter designer. (old management reporter)

    Regards,

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 299,149 Super User 2025 Season 2 on at
    RE: How to edit Financial report

    Hi WWwong,

    It should download an executable which is the editor for these reports. What browser are you using? If you are using Chrome or the new Edge, you need a browser extension. You can read more about these browser requirements here: docs.microsoft.com/.../system-requirements

  • Community Member Profile Picture
    Community Member on at
    RE: How to edit Financial report

    Hi,

    Yes, I finally can open it from IE.

    But, my intention is actually to get the row definition of the report, how can I achieve that? is the record saved in different DB ? can other apps access that, for example Power BI.

    Thanks,

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 299,149 Super User 2025 Season 2 on at
    RE: How to edit Financial report

    Hi WWwong,

    The financial reports are using a different storage for the reporting. There are some solutions available for Power BI on LCS and the AppSource: docs.microsoft.com/.../power-bi-home-page

  • SouravDam Profile Picture
    SouravDam 11,730 on at
    RE: How to edit Financial report

    Hello WWwong,

    Need a small clarification. By "my intention is actually to get the row definition of the report, how can I achieve that?" do you mean to say that you just simply want to copy the existing predefined row definition of the report ?

    Best regards,
    Sourav Dam

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: How to edit Financial report

    Hi WWwong,

    If you open the financial reporter console, you should be able to see the report that includes the column and row definitions. From there you can modify the rows as needed.

    Best regards,

    Ludwig

    finre.png

  • Community Member Profile Picture
    Community Member on at
    RE: How to edit Financial report

    Hi Sourav,

    Not really copy, but to use it directly from Power BI.

    I will study the link from Andre first, maybe there are some 'built-in' entity that I can use already.

    Rgds,

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: How to edit Financial report

    Good morning WWong,

    Do you need to create/modify a financial report or do you want to create/modify a power BI report?

    Both are based on different concepts/technical features and are independent of each other.

    Can you elaborate on the PowerBI relationship / report mentioned?

    Many thanks,

    Ludwig

  • hiyoshim Profile Picture
    hiyoshim 25 on at
    RE: How to edit Financial report

    Hi WWwong,

     

    As other people mentioned, Power BI and Management reporter is different.

    Please let us know the details what you need to create/modify report.

     

    Thank you.

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: How to edit Financial report

    Good morning WWwong,

    Have you been able to get your issue fixed in the meantime or do you need any other help from the community?

    Would be great if you could keep us updated.

    Many thanks,

    Ludwig

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