Skip to main content

Notifications

Announcements

No record found.

Finance | Project Operations, Human Resources, ...
Answered

Consolidation Financial Reporter Report Designer

(2) ShareShare
ReportReport
Posted on by 21
Hello,
 
I am trying to build a working report with the Financial Reporter Report Designer. I am trying to consolidate company A and B in one report. The problem is that company A has a participation in company B. Also the company have loans or other liabilities or receivables to company b and reversed. I am working with the Reporting tree. When i switch to company A, i want to see the loans and other things which relates to company B. But when i switch back to summary of all units, i don't want to see the liabilities and receivables between those two companies. Is there a solution to get this done?
  • Suggested answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Consolidation Financial Reporter Report Designer
    Hi,
    According to the problem you described, it seems that you can divide the content you want to display into two reports, one report shows the information of all units, and one report shows the information of company A, so that even if you switch companies, you don't need to filter the displayed content, and directly display two different reports.
    Best regards,
    Kevin
  • Verified answer
    saurabh bharti Profile Picture
    saurabh bharti 15,029 Super User 2025 Season 1 on at
    Consolidation Financial Reporter Report Designer
    Hi,
     
    Did you try defining the consolidation and applying filter for company A and B at column level only instead having reporting tree? So one column will rpresent A and another B , you can have one column for elimination and one for consolidation 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Congratulations to the January Top 10 leaders!

Check out the January community rock stars...

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,162 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,962 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans