Skip to main content

Notifications

Dynamics 365 Community / Forums / Finance forum / D365 F&O Reporting cap...
Finance forum
Suggested answer

D365 F&O Reporting capability - what am I missing?

Posted on by 13
Hi 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.
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.
 
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
  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 3,601 Super User on at
    D365 F&O Reporting capability - what am I missing?
    Understood Rachel.  The UI for DMF is a bit technical.  Data projects themselves can be secured so that users can see/execute only projects they have access to.  The other option is to become an HSO client.  We have a sweet UI that sits on top of DMF to provide end users a simplified way to create and run data projects :)
  • RachelG Profile Picture
    RachelG 13 on at
    D365 F&O Reporting capability - what am I missing?
    Hi Frank
     
    Thanks for your reply (and thanks for your various GP resources on the web over the years). Yes, realise I can give DMF access to other users but it's still the DMF interface which for my Accounts Receivable Officer (for example) is probably a bit technical. Plus, it seems (I could be mistaken) these roles would give access to all Data Management Imports/Exports not just to the data they have access to as part of their role.  
     
     
  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 3,601 Super User on at
    D365 F&O Reporting capability - what am I missing?
    I feel your pain.  I consulted on GP before moving to the AX/D365 world and lack of a SmartList tool in D365 does leave a big gap.  I spoke with the CEO of EOne (developer of SmartList) years ago about developing the same tool for D365 and he said because of the higher level of normalization in the D365 database, it would be too complex to replicate SmartList for D365. 
     
    However, a user doesn't need Sys Admin rights to use DMF.  One of these two roles with grant the necessary access:
     
  • Suggested answer
    D365 F&O Reporting capability - what am I missing?
    Hi,
     
    If you have already good hands on with SQL & developed reports in Past with Queries, Views or Stored Procedure, you can use same queries with change of data sources by exporting those tables in new Azure SQL Database with Data Export batch configuration in Dynamics 365.  These developed reports can be managed through user access with user securities. 
     
    It is sometimes difficult to get all expected report from dynamics 365 OOTB. In those cases, you can also develop customized report.
  • Suggested answer
    Waed Ayyad Profile Picture
    Waed Ayyad 2,982 on at
    D365 F&O Reporting capability - what am I missing?
    Hi,
     
    Usually, if you have a set of reports you were using from the old system, then yes, you need to do new customizations and develop them using code with the help of an X++ developer. You can also check which standard reports are close to your customization and use them by duplicating the design and working on them through the extensions. Let us see what the opinions of the other community members are; maybe they can suggest other ways for you.
     
     
    Thanks,
    Waed Ayyad
    If this helped, please mark it as "Verified" for others facing the same issue
  • RachelG Profile Picture
    RachelG 13 on at
    D365 F&O Reporting capability - what am I missing?
    Hi Waed
     
    Thanks for your response but I have already been through all of the standard reports to try and find the information I require. I was unable to locate anything that provided what I was after.
     
    Is this what most companies do? Have a X++ developer on hand to address these gaps that in my mind should be standard reports?
     
  • Suggested answer
    Waed Ayyad Profile Picture
    Waed Ayyad 2,982 on at
    D365 F&O Reporting capability - what am I missing?
    Hi,
     
    Did you try to use SSRS reporting? SSRS reports need X++ developers to do it? Did you check the standard SSRS reports? It maybe some of your requirements already exists on the standard reports. You can see the standard reports on the inquires and reports sub menu on any module like in the below image:

     
    Check the following links about the development of SSRS reports in D365 FO:
     
     
     
    Thanks,
    Waed Ayyad
    If this helped, please mark it as "Verified" for others facing the same issue
     
     

Helpful resources

Quick Links

Can you answer this forum question?

You could make someone's day!

Community Newsletter - May 2024

Kudos to our community stars!

Community Spotlight of the Month

Kudos to Mohamed Amine Mahmoudi!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 283,623 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 224,463 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,146

Featured topics

Product updates

Dynamics 365 release plans