web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Answered

Advanced filtering on customer ageing report to filter data via Cost Centre

(1) ShareShare
ReportReport
Posted on by 106
Hi
 
I have had a question from our Finance department asking if its possible to filter the Customer ageing report via the cost centres set against each project under the Financcial Dimensions which you set against each Project.
 
 
 
I have tried tried doing this be using the advanced filtering on customer ageing reports and linking the Customer table to Projects then Dimension set code
 
 
Although this does something to the reporting when I apply the search criteria in the Range tab setting Table Dimension code to filter the data on Cost_Center the results do not reflect filtering only projects and with the cost center LD :
 
 
Can any one provide some more guidance on how I might get this report to only pull through customers data for the customers projects which have the Cost Code I set as the range criteria?
 
Thanks in Advance
Neil
I have the same question (0)
  • Verified answer
    Anton Venter Profile Picture
    20,346 Super User 2025 Season 2 on at
    I don't see any way of getting the result you require from the standard customer againg report. It will require a customisation.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Season of Giving Solutions is Here!

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Abhilash Warrier Profile Picture

Abhilash Warrier 678 Super User 2025 Season 2

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 394 Super User 2025 Season 2

#3
Martin Dráb Profile Picture

Martin Dráb 281 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans