Finance | Project Operations, Human Resources, ...

Standard dimensions in management reporter

(4) Share

Report

Posted on by Vaibhav Sangave

217

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.

Categories:

Dynamics 365 Finance

All responses (3)

Answers (0)

Suggested answer

BillurSamdancioglu 17,153 Most Valuable Professional on at

Like (0)

Report

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 at

Like (0)

Report

Standard dimensions in management reporter

Thanks Bharath. Manual approach is not acceptable to client so wondering if it can be customized in someway.
Suggested answer

Bharath jain 1,027 Super User 2025 Season 1 on at

Like (0)

Report

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