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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Looking to Display Rep...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Looking to Display Reporting Tree Unit Name and Financial Dims on Same Line as Transaction Detail

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Posted on by Paul V 166

Hello All:

Looking to display Reporting Tree Unit Name (Site in our case) and Financial Dims on same line as the transaction detail.

pastedimage1628616663062v3.png

Also, looking to remove the total, so I'm really looking for a report that shows 1 excel line per transaction.

Thanks,

Paul

I have the same question (0)
  • saurabh bharti Profile Picture
    saurabh bharti 15,059 Moderator on at

    I really doubt , we can do this. I tried this but couldn't find a way.

    Lets see if other experts have some solution around this

  • Suggested answer
    CodyB Profile Picture
    CodyB on at

    Hi Paul,

    I tested this out and was not able to get the Tree unit name do be on the same line as the transaction details. I was not able to find a way to stop the totaling of the transactions either.

    So to get what you want, you would have to export to excel and make manual changes.

    Thanks,

    Cody

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