Skip to main content

Notifications

Community site session details

Community site session details

Session Id :
Microsoft Dynamics GP (Archived)

Management Reporter to Excel - Transaction Detail tab missing for parent unit

(0) ShareShare
ReportReport
Posted on by 215

Hi there,

Client used to be in FRX and have noted a feature missing in MR after their migration.  When reports are sent to excel with the Transaction details, the parent unit no longer has the Detail tab.  The Detail tab only shows for each individual child units.  In FRX, it generates the detail for each parent unit in the tree as well as each child units.

Is there a setting within MR that will allow the parent level to have the transaction detail show up?  Or is this by design?

Thanks so much!

*This post is locked for comments

  • Suggested answer
    Gina Chettle Profile Picture
    215 on at
    RE: Management Reporter to Excel - Transaction Detail tab missing for parent unit

    Ali,

    Thanks for the answer.  But my point is the functionality was available in FRX and is no longer in MR.  For those who are having this issue with transitioning clients from FRX to MR, there is no plan to develop a fix.  Will have to figure out a way to generate a group report that will contain the level of detail required for the parent unit.

    Thanks.

  • Suggested answer
    Rennecia Barran Profile Picture
    on at
    RE: Management Reporter to Excel - Transaction Detail tab missing for parent unit

    Hi,

    The parent level does not show transaction detail as the transaction detail comes from the child units.

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

Jainam Kothari – Community Spotlight

We are honored to recognize Jainam Kothari as our June 2025 Community…

Congratulations to the May Top 10 Community Leaders!

These are the community rock stars!

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

Leaderboard >

Featured topics

Product updates

Dynamics 365 release plans