How to show SSRS Report for a specific legal entity

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Posted on by D365FO DEV

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Hello, i have 2 legal entities, company1 and company2 in dynamics 365 F&O

I have an ssrs report that i want only to show it for company2 and not for company1.

how it can be done?

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Hana Xue Microsoft Employee on at

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Hi,
You may consider setting security permissions, responsibilities, and roles for this legal entity. https://dynamics-tips.com/security-roles-explained-d365-finance-and-operations/ Or check out the old threads related to this if it inspires you. Print SSRS report from another legal entity (dynamics.com)
Best Regards,
Hana

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Layan Jwei 8,097 Super User 2025 Season 2 on at

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Hi D365FO,

Check the following links

https://community.dynamics.com/forums/thread/details/?threadid=114eebed-071b-4392-adc7-2929e251090a

https://www.dynamicsuser.net/t/legal-entity-restriction-on-form/66776

Thanks,

Layan Jweihan

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Alireza Eshaghzadeh 14,672 Super User 2025 Season 2 on at

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Hi,
Consider creating a dedicated SSRS report for this specific company and configuring it in Form Setup > Print management. This way, the document will run uniquely for this company, while other companies can continue using the standard SSRS.
For projects, accounts receivable, and accounts payable, utilize Form Setup > Print management to configure SSRS or Business Document settings per company.

To design a new SSRS report please watch following video How to develop and setup different SSRS report format per legal entity in Dynamics 365 Finance - YouTube

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Bharani Preetham Pe... 3,634 Moderator on at

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One way is by using print management where from configuration itself this can be achieved.

Or you can do the roles and privilege configuration.

Or you can directly set the condition from the code itself.

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MuthukumaranAX 2,903 on at

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One way is that you can insert the records which are related to specific legal entity to avoid other company information shown in the report.

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Waed Ayyad 9,039 Super User 2025 Season 2 on at

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Hi @D365FO ERP Developer,

You can do either by code using ChangeCompnany : By using this keyword you can change company any time and retrieve data from specific company (company2) in your case.

Or you can create Security role for your report and use User Legal Entity Restrictions. You can check the below link:

Options for Configuring User Legal Entity Restrictions in D365FO - Alex Meyer (alexdmeyer.com)

Thanks

Waed Ayyad

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Waed Ayyad 9,039 Super User 2025 Season 2 on at

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Hi,

Is your issue resolved?

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D365FO DEV 406 on at

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Hi WAEL

can you provide source code if i want to do it by code and not security role?

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Raj Borad 1,424 on at

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Hi,

You can use the country region code property of the Menu Item (Display/Action/Output) and set the visibality of the report based on code of the country.

Thank you,

Raj Borad

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D365FO DEV 406 on at

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Hi rajborad,

please note that both companies have the same country region.

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