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Hello,
Screenshots from my report are attached below. I cannot work out why I am not able to export at a transaction level (button is greyed out). The report is working fine at a summary and account level.
Any help would be highly appreciated.
Thank you.
Hey Did you ever figure out the issue here? I have the same problem
Hi DynamicsHampshire,
Do you have a different demo/test machine where you could replicate the issue?
Are you operating the very latest D365FO version?
Best regards,
Ludwig
HI,
Please try to have atleeast one column as "Periodic" in column definition and try,
Hi Ludwig,
Thank you for trying to help. I recreated the report, row and column definition. No change. Still cannot export to transaction level.
Very strange. It is like something has changed in the settings to disable this functionality.
Regards,
Hi DynamicsHampshire,
Can you please try recreating the report just to make sure that the report was run with the correct parameters?
It should only take a couple of seconds until the report is reprocessed.
Best regards,
Ludwig
Hi,
Please see screenshot 2 in my original post and tell me if I am doing anything wrong.
Thank you.
as Ludwig and others suggested, the original report design must include the level of financial, account & transactions and then one can download the transaction level details
Hi Ludwig,
Please see screenshot 2 in my first post. Unless I am mistaken, that is set correctly. It is still not working.
Best regards,
Hi,
Can you regenerate the report and ensure that the parameter 'financial, account & transactions' is selected when generating the report. If this is the case you should be able to export all levels to Excel.
Best regards,
Ludwig
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