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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Report Groups in Finan...
Microsoft Dynamics GP (Archived)

Report Groups in Financial module

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Posted on by Community Member

I am trying to set up a report group to run GL Trial Balances.  I know we've got to set up the trial balances we want first, then put them in a group.  However, when I set up the new trial balance report, it doesn't show in the list of available trial balances to pick from when I go to group it.  Does anyone have any idea why that might be?  I thought perhaps GP might need to be refreshed so I logged out and back in but it didn't help.

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  • Suggested answer
    MattPaulen Profile Picture
    MattPaulen 6,912 on at
    RE: Report Groups in Financial module

    That should be all there is....

    I just went through it to make sure.

    1) I created a new Detailed Trial Balance option call "new".

    2) Opened up the Financial Groups window

    3) Under Financial reports I chose Trial Balance

    4) Under reports I chose Detailed

    5) My new report then showed up under Report Options

    6) I selected that report and then clicked Insert

    7) Clicked Save and named my group

  • Community Member Profile Picture
    Community Member on at
    RE: Report Groups in Financial module

    Thank you for your reply.  That's just what I did.  Weird.  

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