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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Trial Balance Report H...
Finance | Project Operations, Human Resources, ...
Suggested answer

Trial Balance Report Header

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Posted on by aussiedsmith 127
Our Finance team uses the Inquiries and reports > Trial balance report.
 
They then export it to Excel.
 
Is there a way to configure a heading for this exported to excel report for the excel to populate with the set header when exported?
 
Cheers
  • Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Trial Balance Report Header
    Hi,
    As everyone said, you need to consider contacting the developers to implement your needs through customization.
    Best Regards,
    Hana
  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 15,811 Most Valuable Professional on at
    Trial Balance Report Header
    If you want to change a standard report , then you need to customize by development.
  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,293 Most Valuable Professional on at
    Trial Balance Report Header
    Hi,
     
    TB is actually a form in the D365 design, hence if you want to change something on the form, you need to think for small customization on this.
     
  • aussiedsmith Profile Picture
    aussiedsmith 127 on at
    Trial Balance Report Header
    Thank you Hana, I found a tutorial on Trial balance to be created in Financial Reporter but our Finance team is insisting on using the one from Inquiries and reports > Trial balance report and doesn't seem possible to add header there.
     
    Cheers
  • Suggested answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Trial Balance Report Header
    Hi,
    You can check this blog out with a step-by-step guide on how to create a trail Balance report.
    https://www.instructorbrandon.com/beginning-management-reporter-tutorials-part-1-your-first-trial-balance/
    Additionally, you may be able to use headers to display images, titles or other text, for more information you can check out the link below:
    Page headers and footers in a paginated report - Microsoft Report Builder & Power BI Report Builder | Microsoft Learn
    Otherwise, if you want to configure the header to suit your requirements, this may need to be customized.
    Best Regards,
    Hana

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