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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Financial reports (Man...
Finance | Project Operations, Human Resources, ...
Suggested answer

Financial reports (Management report[MR]) additional date parameter i.e from date

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Posted on by KomalG 133

Hi experts

I am working on Financial reports or MR report(General ledger --> Inquiries and reports --> Financial reports) for India based legal entity.

The requirement here to add additional date parameter on Financial reports. There is already one date parameter for this report but requirement to add 

one more date parameter lets say "From date".

and the second requirement - Indian financial period starts from 01st April to 31st March and when we running report data coming on report from start of FY that is

01st April to current month period. The requirement here to brings data from 01st Jan instead of 01st April.

Looking from your help and advice on both requirement.

Many thanks in advance.

Regards

Komal.  

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  • Suggested answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    RE: Financial reports (Management report[MR]) additional date parameter i.e from date

    Hi Komal,

    You can design financial reports using column definitions and try to set the fiscal year and period cells to “YTD”. More details are in the link below, you can view it.

    pastedimage1684308114844v1.png

    Column definitions in financial reports - Finance & Operations | Dynamics 365 | Microsoft Learn

    Best Regards,

    Hana

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