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

Extract data & report building. I'm looking for different options

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ReportReport
Posted on by 2,438

Hi All, 

Besides the Power BI, is there any other options to quickly extract data and build reports? Besides writing SQL statements and scripts, are there any new options out there to extract data and build financial/performance reports?   Thanks so much!

I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    300,911 Super User 2025 Season 2 on at

    Hi Kim,

    What is the background of this question? Apparently, you are searching for a BI reporting tool which is not Power BI?

  • lmai Profile Picture
    2,438 on at

    Hi Andre',

    Since the users only need 15 reports, I was hoping to find an applicable option to build these reports rather than investing in learning the BI which will take me for a few weeks.  Is there an option where I can pick the field(s), drop and drag into the reports without know SQL and stacking, etc?   Thanks.

  • Suggested answer
    imokhtar Profile Picture
    on at

    Hi Kim,

    you have many types of reporting in D365F&O

    If you are talking about financial reports you have the Financial Reporting which was known before in old version as Management reporting you can find details in this link

    docs.microsoft.com/.../financial-reporting-getting-started

    Then you have the power BI reports which you can use the existing reports or create new using the existing entity stores as dataset or create new or if you want to use it outside Dynamics you can export the data you want to BYOD database and create normal powerBI reports on the BYOD DB to fetch the data

    also you can use the electronic reports

    in this link you can find all out of the box reporting tools in D365F&O and you can navigate in the nodes in the left side under intelligence

    docs.microsoft.com/.../information-access-reporting

  • lmai Profile Picture
    2,438 on at

    Thanks, Abrahim, for your response.  I'm now looking up for instruction document on how to build the electronic report.  If you had built it before and have a document, I would love to see how it configured...if you don't mind sharing.

  • imokhtar Profile Picture
    on at

    In this Document you can fin all Electronic reporting details docs.microsoft.com/.../general-electronic-reporting

    like creating report in xml or word format docs.microsoft.com/.../er-design-configuration-word-2016-11

    Also in this thread there is some useful links for steps to create electronic report

    community.dynamics.com/.../845618

  • lmai Profile Picture
    2,438 on at

    Awesome! Let me run through it.  Thanks!

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