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How to export detailed financial report through code

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Posted on by M Anas Khan

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Hi there!

I am trying to write an automation for a customer who needs to automate the export of a financial report out of D365 Finance which is currently a manual process. I have written a code (originally shared by Sukrut Parab) to export the financial report and shared in this blog:

https://dynamicsaxinsight.wordpress.com/2020/04/30/generate-financial-report-in-xpp/

However, the code only exports a summary report with just single Excel tab.

On the other hand, when we manually export the report, in the export options dialog if we select all the available levels then the exported report contains much more detail having multiple excel tabs.

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Is there a way to export this detailed financial report through code? Is there a way to define these export options while exporting the financial report through code?

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Pranay 30 on at

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RE: How to export detailed financial report through code

Hi Muhammad,

Have you achieve this customisation? I have exactly same requirement. But Im not able to export the report in excel or csv format. Also I need to have the exactly same report with same design as we export it from front end. And yes it has to be the account level detail report (2nd sheet from the excel).

If tou were able to achieve this requirement can you please share how it can be done.

Thanks,

Pranay.

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Marianw on at

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RE: How to export detailed financial report through code

Hi Muhammad,

I hope all is well on your end.

Please help us verify if your question has been answered by marking the thread as answered.

Thanks so much!

Regards,

Marian

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M Anas Khan 1,424 on at

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RE: How to export detailed financial report through code

You're spot on Sukrut! Yes I got this code snippet from your post which I tailored according to my requirement but still doesn't export a detailed report.

PS. Accrediting you in this post as well :)

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Sukrut Parab 71,699 Moderator on at

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RE: How to export detailed financial report through code

Surprisingly you have exact same code written in your blog which I shared in Nov 2019.

community.dynamics.com/.../run-financial-mr-report-using-code

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Marianw on at

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RE: How to export detailed financial report through code

Hi Muhammad,

Thank you for using Dynamics 365 Finance Communities.

As per the information provided to you below as well, the Financial Reporting code cannot be customized.

In Financial Reporting you are correct in your observation that there is another window that opens up that lets you select the detail that you want to export to excel.

Even if you are able to create an automation to do this, you will still need to open the Export options form to allow the user to select the information that they would like to export to excel.

I am not aware of any other process/customization that allows for an automated way of exporting to excel and encourage you to log this as a product suggestion in our Experience portal as suggested as well in the thread below.

If your question has been addressed, please help to mark this as answered.

Have a great day ahead!

Regards,
Marian Wrice
SR Support Engineer
Dynamics 365 Finance

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Ludwig Reinhard Microsoft Employee on at

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RE: How to export detailed financial report through code

Hi Muhammad,

Cannot really help with your code but found something that might be a viable alternative.

Please see: dynamicsax-fico.com/.../

Best regards,

Ludwig

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JoshP on at

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RE: How to export detailed financial report through code

Hello Muhammad,

Thank you for your question. Financial Reporting for Dynamics 365 is not extendable or customizable. If you would like to have a new feature added such as scheduled/automated report exports, please submit your product idea to the Ideas site using the following steps:

1. Visit the Financial Reporting section of the Ideas site. The direct link is below:
experience.dynamics.com/.../
2. You will need to sign in with a Microsoft Account before you can vote for or comment on any ideas. To sign in, click "Sign in" in the top-right corner of the page. If you have problems signing in, please review experience.dynamics.com/.../.
3. After you sign in, search for any existing ideas which are similar to the item you are proposing. If you locate an idea, add a comment to include your ideas, and vote the idea "Up" if you agree with it.
4. If you do not locate an existing idea, click Suggest a New Idea. For the Category, select "Financial Reporting". After submitting a new idea, you will need to email the link to the idea to your colleagues and all contacts at the customer organization. I also suggest updating this thread with the product idea so others can more easily locate it.

Thanks!

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