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Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

Management Reporter Report Groups in D365Finance

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Posted on by 85

I can't see the Report Groups that I created in D365 f&o to generate.

If I log into Management Reporter I can generate from there but from not within D365 f&o.

Is this a limitation. I can only see the individual reports but not report groups. 

I have the same question (2)
  • Suggested answer
    saurabh bharti Profile Picture
    15,039 Moderator on at

    Did you try saving that ? or was it for specific Entity? Try to refresh after closing management reporter.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Ajay,

    Report groups combine different financial reports that you can automatically execute by incorporating them into a report schedule.

    In F&O you will see the resulting financial reports but not the report groups.

    Why would you?

    They are just a construct to run multiple reports at once.

    Best regards,

    Ludwig

  • Ajay Deshmukh Profile Picture
    85 on at

    Thanks. So, are you saying to generate reports that are in a report group, the user needs to log into MR??

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Not directly.

    I would rather use the report groups and bind them into a reporting schedule that auto creates the reports for example on a daily/weekly/monthly basis.

    Best regards,

    Ludwig

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