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financial report not show the data

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Posted on by Community Member

Hello

I have problem with financial reporting in Dynamics f&O. When I generate the report, on screen show the message :

I don't know about the other details in the system, the only one thing that I know is deploy in on-premise type, I am not sure if I need to install component before? Or, there is any solution?

Thanks & Regards

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MATTGUO 22,349 Moderator on at

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Hi Moogang,

Does the report have data before?

Does the financial report is a standard report?

Does legal entity have the transactions on the report date?

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saurabh bharti 15,039 Moderator on at

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Hi,

Is this the standard report you are trying to run? if yes then it would not work until you check the mapping in Management reporter designer.

If it designed by you and not displaying data then "Try resetting the data mark " on management reporter designer

if you are new to this then management reporter in D365 can be access by :

General Ledger > Inquiries and reports > Financial Reports > Click new , it will down load the designer file open and login with the credentials

here is the link for MR: docs.microsoft.com/.../financial-reporting-intro

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Community Member on at

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Hi MATTGUO,

thank you so much for reply.

Does the report have data before?

- I'm not sure because I never run it before

Does the financial report is a standard report?

- Yes, it's Balance Sheet report.

Does legal entity have the transactions on the report date?

- Yes, it has.

Best regards,

Moogang

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Community Member on at

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Hi Saurabh Bharati,

Yes, I try to run the standard report (Balance sheet-Default) and try to create the report too. when I click the New or Edit Button, the program show the error message like image below :

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Ludwig Reinhard Microsoft Employee on at

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Hello Moogang,

When you open the standard balance sheet report in the financial designer, can you double check that you have the same main account categories and main accounts used in your environment?

If you use a different COA and / or different main account categories then the report won't show you any data.

Best regards,

Ludwig

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Rahul Mohta 21,032 on at

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default reports are using account categories from demo data

you need to open the designer and ensure/update correct account category

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Community Member on at

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Hi Moogang,

Check if this blog helps.

https://www.linkedin.com/pulse/dynamics-365-error-starting-specific-applications-using-baumgarten/

Regards,

Kamaraju

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greanpatta 15 on at

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Hello Ludwig ,

First, I am the same person as Moogang.

I cannot open Financial desiger. when I click the New or Edit Button, the program show the error message like image below :

I already follow the instruction on D365 Oncloud, the report shown the data and it can be open report designer.

So, I'm not sure about the problem. It's because I haven't install the component yet? Can I check if it already install?

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greanpatta 15 on at

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Hello Kamaraju,

I already follow the instruction on D365 Oncloud, the report shown the data and it can be open report designer. But On-premise can not.

Best regards,

Moogang

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Ludwig Reinhard Microsoft Employee on at

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Hi greanpatta,

Can you please try downloading the file that allows you opening the financial reporter from an old internet explorer? Things usually work there. If you use chrome or edge browsers things don't work all the time.

Many thanks,

Ludwig

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