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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / MR Report based on the...
Finance | Project Operations, Human Resources, ...
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MR Report based on the main account categories with the tree exported to excel without main accounts for summary A page.

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Posted on by Nataliia Samoilenko 7

Hi all,

could you help me with the following question?

Case 1.

I create the report on the base of the main account categories and export it to excel with such options Financial on, Account on.

pastedimage1586724515256v4.png

i can see report lines  with the  main account categories on the page F

and i can see report lines  with the  main accounts on the page A.

Case 2.

I create the report on the base of the main account categories and add tree with two legal entites

Case 2.1

I export report to excel with such options Financial on, Account on, include all reporting units on.

i can see report lines  with the  main account categories on the page Summary F

i can see report lines  with the  main account categories  and legal entity units on the page Summary A

There are no main accounts on Summary A page

i can see report lines  with the  main account categories on the page USMF- F

i can see report lines  with the  main account on the page USMF- A

i can see report lines  with the  main account categories on the page USPI- F

i can see report lines  with the  main account on the page USPI- A

Case 2.2

I export report to excel with such options Financial on, Account on

I can see report lines  with the  main account categories on the page Summary F

I can see report lines  with the  main account categories  and legal entity units on the page Summary A

There are no main accounts on Summary A page.

Could you help me with this question:

Is any way to have  main accounts on the page Summary A for report with the tree and based on categories (case 2)?

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: MR Report based on the main account categories with the tree exported to excel without main accounts for summary A page.

    Hello Nataliia,

    Can you post some screenprints of your exports and let us know what you see and what you expect?

    Many thanks,

    Ludwig

  • EDJJR Profile Picture
    EDJJR on at
    RE: MR Report based on the main account categories with the tree exported to excel without main accounts for summary A page.

    Hello Natalia,

    My name is Erik and I am with Microsoft.

    I apologize, based on all of the information that you have provided, I am not clear on what your exact issuer or ask is.

    Thank you,

    Erik Johnson

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