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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Drilled down report of...
Microsoft Dynamics NAV (Archived)

Drilled down report of expenses

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Posted on by Jennifer Hines 165

Hello,

Is there a way I can see my expense categories (salaries, rent, water, etc.) during a period borkem down by transactions in sort of a "treeview". For our monthly reporting, I would like to easily show my boss which vendors transactions are listed under each category.

Thanks for your help!

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  • Community Member Profile Picture
    Community Member on at

    Hi Jennifer,

    This will depend on your setup for categories e.g. are these sections in the chart of accounts for global dimension.  The Account Schedule should be able to handle a lot of your queries and also look at the Analysis by dimension.  Again the reporting depends on the setup.

  • Jennifer Hines Profile Picture
    Jennifer Hines 165 on at

     Hey Dave (or anyone),

    Basically, I am looking for an internal PnL where the expenses are split up by Department (IT, ADMIN, etc) and location (OH, KY, etc.) which are dimensions we currently use. 

    Here is an example in Excel I am using but it is quite tedious to enter the info manually:

    IT


    Personnel



    		OH



    		*No Named Vendor


    		*No Named Vendor


    		*No Named Vendor


    		*No Named Vendor
    Third Party




    		*No Named Vendor 100,000.00
    Product Cost



    		Product 1



    		*No Named Vendor

    		Product 2



    		*No Named Vendor 41,457.62

    		Product 3



    		*No Named Vendor 2,515.00

    		Product 4


    		*No Named Vendor 0.00


    		*No Named Vendor 100,000.00

    		Product 5


    		*No Named Vendor 43.75

    		Product 6



    		*No Named Vendor 734.31

    		Product 7



    		*No Named Vendor
  • Community Member Profile Picture
    Community Member on at

    Hi Jennifer,

    Have a look at the Analysis by dimension for a overview. You can drill down or export to Excel. The export creates a pivot table with can drilldown to the details.

  • kavitha potturi Profile Picture
    kavitha potturi 15 on at
    Hi
  • kavitha potturi Profile Picture
    kavitha potturi 15 on at

    Hi

    Can anyone suggest me which version (4.0 or 5.0) is good to get certified in Microsoft Certified Business Management Solutions professional.

    As you go through microsoft website it requests 5.0 for Finance, Trade & Inventory, Warehouse and rest as 4.0

    So plz update ASAP, as i'm planning to do my certification by this month end

  • kavitha potturi Profile Picture
    kavitha potturi 15 on at

    Hi

    Can anyone suggest me which version (4.0 or 5.0) is good to get certified in Microsoft Certified Business Management Solutions professional.

    As you go through microsoft website it requests 5.0 for Finance, Trade & Inventory, Warehouse and rest as 4.0

    So plz update ASAP, as i'm planning to do my certification by this month end

     

    Regards

    Kavitha

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