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Finance | Project Operations, Human Resources, ...
Suggested Answer

How to do Report Customization and New Report Creation in D365 Finance and Supply chain Management SaaS

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Posted on by

Hello Experts,

How to do Report Customization and New Report Creation in D365 Finance and Supply chain Management  SaaS model? And what are the prerequisites for this?

Appreciate yours early response and help on this 

I have the same question (0)
  • Suggested answer
    nmaenpaa Profile Picture
    101,162 Moderator on at

    How to customize existing reports: docs.microsoft.com/.../customize-app-suite-reports-with-extensions

    New reports - as well as the extensions mentioned above - are developed with Visual Studio on a D365FO dev system.

    That's for SSRS reports. Then there are Power BI reports, Financial Reporting and GER.

  • Blue Wang Profile Picture
    on at

    HI Ranjith,

    You can develop and create new reports in VS, and then add MenuItem to MainMenu Extension to point to your new report or use MenuItem extension.

    locusit.com/.../

  • Community Member Profile Picture
    on at

    Hi,

    Thanks for your response.

    What are the prerequisites and how can set up report customization environment for SaaS model?

  • reachnaidu Profile Picture
    890 on at

    Hi Ranjith,

               The above explanation gives the way of creating custom reports in D365 FO .. I am not sure what we are asking in case of SAAS. Can you please explain ?

  • Suggested answer
    Klemen Novak Profile Picture
    50 on at
    [quote user="Ranjith Surendran"]

    Hello Experts,

    How to do Report Customization and New Report Creation in D365 Finance and Supply chain Management  SaaS model? And what are the prerequisites for this?

    Appreciate yours early response and help on this 

    [/quote]

    Hi Ranjith,

    There is also an easier way to customize reports. You can check out Docentric and design reports by simply using Microsoft Word in no time. You will also be greatly improving the print destination functionality as well as the print archive in D365 FO.

    If you would like more information don't hesitate to contact me.

    Best regards, Klemen Novak

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