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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)?

I have the same question (0)
  • EDJJR Profile Picture
    EDJJR Microsoft Employee on at

    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

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Nataliia,

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

    Many thanks,

    Ludwig

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