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Standard dimensions in management reporter

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Posted on 31 Jan 2025 18:41:49 by Vaibhav Sangave

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Question 1 :

I am using project as a dimension. I also have a report which is showing project balances for certain main account. Is there any way that Financial reporter will automatically add project to the report every time I create a new project.

I am aware about the Insert rows from dimension option but that requires user to update the Row definition every time he / she is generating report.

Expectation is : New project is created in FnO it should be added as row automatically in the financial reporter.

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Dynamics 365 Finance

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BillurSamdancioglu 17,153 Most Valuable Professional on 08 Feb 2025 at 14:09:34

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Standard dimensions in management reporter

You may need to consıder to gıve an ınterval or use reportıng trees or change the desıgn of the report.
Vaibhav Sangave 217 on 03 Feb 2025 at 11:59:25

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Standard dimensions in management reporter

Thanks Bharath. Manual approach is not acceptable to client so wondering if it can be customized in someway.
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Bharath jain 976 Super User 2025 Season 1 on 03 Feb 2025 at 09:21:08

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Standard dimensions in management reporter

Hi Vaibhav,

Since its a new dimension value, you have to manually insert in the row definition. Financial reporter picks the value for the created combination but it cannot automatically create a combination.

This is should part of periodic process and client has to handle it that way.

Regards,

Bharath Jain