Electronic reporting - only one line generated

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Posted on by IA-15041016-0

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Hi All,

When generating a report in Excel format from Electronic Reporting in D365 F&O, only one line is generated even though there are multiple transactions. Is there a missing configuration to generate all transactions?

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Dynamics 365 Finance

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André Arnaud de Cal... 304,711 Super User 2026 Season 1 on at

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Hi,

It should be related to some configuration in ER, as you suspect. Can you share more details about your configured data model and the report? That helps in knowing what exactly you have done so far.

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Adis 6,686 Super User 2026 Season 1 on at

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Hi,

I agree with André and take a wild guess.

You need to make sure that the ranges leading to your transaction cell are set up as Vertical in the field Replication direction. This is how to tell the system to loop through all records and display one record after another from the same data source.

Apart from that, please check the ranges and the cell, if there are any conditions in the Mapping tab, that could maybe filter some transactions.

Kind regards, Adis

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IA-15041016-0 261 on at

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Hi ,

So , i am in the process of creating a report on the aged customer balance by office (which is a financial dimension). I have prepared my Excel file by identifying the data in each cell of row 7 as follows.

After importing it, I did the mapping, but it only generates a single transaction. I’m not sure if something needs to be configured during the formula creation step(mapping step), or if I need to insert a formula in my Excel file.

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Adis 6,686 Super User 2026 Season 1 on at

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Hi,

Have you mapped with the name manager your range(s) as well, or only the cell(s)?

If you compare the sales order, in the name manager you have InvoiceLines (1) as a range, InvoiceLines_LineHeader (2) as a range and InvoiceLines_LineHeader_Value (2) as a cell. You can also open the drop down and select it under (3) - it will mark the cells\rows in excel.

The name manager definitions corresponds to the ranges and cells in your configuration.

Kind regards, Adis

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SalesModTemplate ...

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IA-15041016-0 261 on at

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In my case, do I have to mapp the name Manager in the cells of all the rows?

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Adis 6,686 Super User 2026 Season 1 on at

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Hi,

Yes. You need to mark the row 7 and give it the name Lines.

A7 needs to be Lines_Societe_Code

B7 needs to be Lines_Societe_Nom

C7 needs to be Lines_Departement

The name manager is a marker for ER to know in which Excel cell to put the result of Societe_Code from your configuration, Societe_Nom and so on. By marking the row 7 as Lines, ER knows that the Range Lines from your configuration belongs to the Excel row 7.

You can use the Sales order excel to figure out how it works. It takes a while, but its straigt forward after some time.

Kind regards, Adis

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IA-15041016-0 261 on at

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Yes,, and that's what I did .I filled in that row with the name manager. But I mean, for the other rows 8, 9, 10... up to 1000, do I also need to add the name manager? That would take a lot of time, and when I import, I’ll have to bind those 1000 rows...

My question is: after row 7 is filled with the name manager, how does the system know it should populate the other rows with transactions? Because in my case, it only fills row 7 with one transaction. I tested by filling row 8 with the name manager, and the system filled that row too — so it seems the system only fills rows that have the name manager configured.

Please find my Excel file attached.

vf.xlsx

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Adis 6,686 Super User 2026 Season 1 on at

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Hi,

You need to do the following for all columns A:AA. I attached your file again, I made only a change from Societe_Nom to Lines_Societe_Nom.

Dont change it here, otherwise you will create a new name for the cell and not change the existing one

Once you have done this, the ER configuration knows the range lines is to be replicated vertically, so it will loop through all the records (list) that is mapped to Range <Lines> and list on item after another.

Kind regards, Adis

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vf.xlsx

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