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Financial reports - Report date in the middle of a month

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Posted on by Sune Hansen

Hi all,

I have a customer that needs a day specific report every day.

As I can see it's only possible to use the "End date" in the column definitions in Report Designer.

If I use the "Report date" when generating the report it will include data in the same month but after the report date.

Did you experience the same?

Best regards,

Sune

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saurabh bharti 15,039 Moderator on at

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Hi Sune,

In the Column definition of the report , you can apply the filter with date +/- based on selected data.

Similar to Date interval code in D365

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Marianw on at

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Hi Sune,

Thank you for using Dynamics 365 Finance Communities.

If you require a date range to be generated for the report or if you only want to generate a report for a specific day/date, you can use the Start Date and End Date fields in the Column Definition.

Here is a sample setup with the results for your reference.

Data in D365 for a specific account and date:

Row Definition

Column Definition:

Report Output

Hope this helps. If your query has been answered, please help to mark the thread as answered.

Regards,
Marian Wrice
SR Support Engineer
Dynamics 365 Finance

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Ludwig Reinhard Microsoft Employee on at

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Hi Dune

using the start and end date features requires that you change them often.

an alternative is the use of power bi or the creation of an electronic report in the org admin module.

best regards

ludwig

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Marianw on at

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Hi Sune,

I wanted to check in please to verify if your question has been answered?

If you can please help close the thread by marking Answered, this is greatly appreciated.

Regards,

Marian

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Rahul Mohta 21,032 on at

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if using financial reports then using column definition and dates in designer mode would help achieve however most of financial reports should be month end based

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