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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Consolidation Financia...
Finance | Project Operations, Human Resources, ...
Answered

Consolidation Financial Reporter Report Designer

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Posted on by Community member 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?
I have the same question (0)
  • Verified answer
    saurabh bharti Profile Picture
    saurabh bharti 15,039 Moderator on at
    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 
  • Suggested answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    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

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