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ReportHi everyone,
My company has recently gone live with D365 F&O. I have been disappointed by the lack of standard reports available - I keep thinking (hoping?) I must be missing something.
My company has recently gone live with D365 F&O. I have been disappointed by the lack of standard reports available - I keep thinking (hoping?) I must be missing something.
Having come from many years with GP I am used to have access to Smartlists, and the ability to write my own SQL when the standard SmartLists didn't meet the company's needs. At the moment it feels like we have gone significantly backwards from an ability to access our own data.
Examples of the sorts of reports I'm trying to find and haven't been able to:
- Free Text Invoice Line Items (business requirement: find all invoices that were sent out relating to a specific event, the only way to identify these is from the description on the line item)
- Pending Vendor Invoice Line Items (business requirement: find all pending invoices relating to a specific cost centre which is recorded on the line item financial dimension)
- Line Item Workflow Statuses (business requirement: find all workflows that have errors at the line item level so they can be remedied, find all workflows assigned to specific user at a line item level)
In the past I've always had success finding solutions from forums and blogs, but even locating information specifically for F&O (and not ending up on a solution for BC or GP!) is difficult. I've read many blogs going through the various reporting options, none of which seem to be suitable e.g. Reporting in Dynamics 365 Finance & Operations - Encore Business Solutions (Financial Report is no good for the sub-ledger transactional items I'm looking, Embedded Power BI doesn't support Financial Dimensions currently, ER seems to be for business documents...)
The closest thing I've found to meeting the business requirements is using various data entities (vendor invoice line, Customer Free Text Invoice) via Data Management but this seems to require me as the System Admin to download the data. I want end users to be able to self-serve, not me having to export data every time someone wants to look this stuff up.
Is there a way to get what I consider basic data out of D365 without needing to access Data Management? What are the 'normal' ways that other organisations using D365 F&O handle these sorts of requirements?
If you have broad suggestions on things I'm missing, or specific ways to address the example reporting needs I listed it would be most appreciated.
Is there a way to get what I consider basic data out of D365 without needing to access Data Management? What are the 'normal' ways that other organisations using D365 F&O handle these sorts of requirements?
If you have broad suggestions on things I'm missing, or specific ways to address the example reporting needs I listed it would be most appreciated.
I have written my own vba and SQL solutions for many years so I like to think my technical skills are reasonable - do I need to go and get training on using SSRS with d365?
Thanks
Rachel
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