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Management Reporter statement of account

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Posted on by Abdullah Sar 10

Dear experts

am trying to create account statement using management report, the main elements that we should have it in the report are filters (parameters) such as dates from date to date, and account number, the main idea when we need to select period and to have all transactions in the same period, beside opening balance and ending balance for the period.

the second request is to have the same request for the but for to show list of dimensions totals instead in transactional.

Thanks in advance for the help.

  • Abdullah Sar Profile Picture
    Abdullah Sar 10 on at
    RE: Management Reporter statement of account

    Dear Haig

    thank you for your reply, the main purpose is to generate account statement(ledger statement) using management reporter for D365, as you know account statement will have opening balance, ending balance and the list of transactions in the same period requested in designed MR report.

    is it possible in MR.

  • Haig Liu Profile Picture
    Haig Liu Microsoft Employee on at
    RE: Management Reporter statement of account

    Hi Abdullah Sar,

    If you do not want to include the start and end dates, it is recommended that you advance or delay the date by a day.

    Direct implementation is not supported in the existing documentation:

    https://learn.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/customer-account-statement-report-custaccountstatementext

    About how to use filters:

    https://learn.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/filter-the-data-on-a-report

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