D365 Finance & Operations and Dynamics AX Forum

Hi,
This topic has come up more and more as of recently - our Finance group has been asking if there are ways ti improve or change the print functionality in D365, more specifically on reports.

One example is the Trial Balance report. After populate the parameters and running the trial balance, they typically need (want?) to print the results. In order to do that, they need to export to excel first. Are there any ways to change/add print functionality for these types of reports, perhaps a 3rd party add-on that can improve the experience for users?

------------------------------
Thank you,
Justin Cooper
------------------------------

Hi Justin -

Can check the Ideas page and, if you don't see a suggestion, get one (or more) entered.

https://experience.dynamics.com/ideas/

This experience comes up often, print to file first, and then print the file.  So of the issue comes from the SQL SSRS Report Viewer Control.

Thanks.....Dave

------------------------------
Dave Phillips
Sr Support Escalation Engineer
Microsoft
Fargo ND
------------------------------

Original Message:
Sent: Jul 11, 2019 10:38 AM
From: Justin Cooper
Subject: Report printing

Hi,
This topic has come up more and more as of recently - our Finance group has been asking if there are ways ti improve or change the print functionality in D365, more specifically on reports.

One example is the Trial Balance report. After populate the parameters and running the trial balance, they typically need (want?) to print the results. In order to do that, they need to export to excel first. Are there any ways to change/add print functionality for these types of reports, perhaps a 3rd party add-on that can improve the experience for users?

------------------------------
Thank you,
Justin Cooper
------------------------------

Hi Justin,

in AX2012 Microsoft had kept the old SSRS TB report (General Ledger -> Reports -> Transations -> Detailed TB/Summary TB) but this has been deprecated in D365 in place of running the TB and exporting to excel, which I think is what most users were doing anyway. To have a TB that you can print out as a report you will now need to set it up in financial reporting(Management Reporter) there is one already defined as a report definition you can use a starting point.
P.S. Financial reporting doesn't open up if using Chrome as a browser you'll need to add in an extension (Meta4ClickOnce).

Hope that helps!

Mark

------------------------------
Mark Bailey
Application Consultant
Annata
Portsmouth
------------------------------

Original Message:
Sent: Jul 11, 2019 10:38 AM
From: Justin Cooper
Subject: Report printing

Hi,
This topic has come up more and more as of recently - our Finance group has been asking if there are ways ti improve or change the print functionality in D365, more specifically on reports.

One example is the Trial Balance report. After populate the parameters and running the trial balance, they typically need (want?) to print the results. In order to do that, they need to export to excel first. Are there any ways to change/add print functionality for these types of reports, perhaps a 3rd party add-on that can improve the experience for users?

------------------------------
Thank you,
Justin Cooper
------------------------------

Hi Mark,
Thank you for the feedback! I actually started exploring the option of creating the report using Management Reporter. I am hoping this will work for them rather than going down the route of a 3rd party solution.

Thank you all for your responses!

------------------------------
Thank you,
Justin Cooper
------------------------------

Original Message:
Sent: Jul 16, 2019 05:39 AM
From: Mark Bailey
Subject: Report printing

Hi Justin,

in AX2012 Microsoft had kept the old SSRS TB report (General Ledger -> Reports -> Transations -> Detailed TB/Summary TB) but this has been deprecated in D365 in place of running the TB and exporting to excel, which I think is what most users were doing anyway. To have a TB that you can print out as a report you will now need to set it up in financial reporting(Management Reporter) there is one already defined as a report definition you can use a starting point.
P.S. Financial reporting doesn't open up if using Chrome as a browser you'll need to add in an extension (Meta4ClickOnce).

Hope that helps!

Mark

------------------------------
Mark Bailey
Application Consultant
Annata
Portsmouth

Original Message:
Sent: Jul 11, 2019 10:38 AM
From: Justin Cooper
Subject: Report printing

Hi,
This topic has come up more and more as of recently - our Finance group has been asking if there are ways ti improve or change the print functionality in D365, more specifically on reports.

One example is the Trial Balance report. After populate the parameters and running the trial balance, they typically need (want?) to print the results. In order to do that, they need to export to excel first. Are there any ways to change/add print functionality for these types of reports, perhaps a 3rd party add-on that can improve the experience for users?

------------------------------
Thank you,
Justin Cooper
------------------------------

Hi Justin

We use a 3rd party solution called Lasernet from Formpipe.
It's not easily set up and needs heavy training to fully understand the logic of reports and connection to Lasernet backend.
Once in place, the reports are very nice and have (almost) limitless possibilities in terms of design. But as I said, it's a rocky road to get there, especially when having a lot of customizations in place.

I suggest trying Management Reporter first and after, if not satisfied, evaluation 3rd party solutions.

Best
Andreas

------------------------------
Andreas Mörker
Global Master Data Manager
SIGVARIS
------------------------------

Original Message:
Sent: Jul 16, 2019 10:04 AM
From: Justin Cooper
Subject: Report printing

Hi Mark,
Thank you for the feedback! I actually started exploring the option of creating the report using Management Reporter. I am hoping this will work for them rather than going down the route of a 3rd party solution.

Thank you all for your responses!

------------------------------
Thank you,
Justin Cooper

Original Message:
Sent: Jul 16, 2019 05:39 AM
From: Mark Bailey
Subject: Report printing

Hi Justin,

in AX2012 Microsoft had kept the old SSRS TB report (General Ledger -> Reports -> Transations -> Detailed TB/Summary TB) but this has been deprecated in D365 in place of running the TB and exporting to excel, which I think is what most users were doing anyway. To have a TB that you can print out as a report you will now need to set it up in financial reporting(Management Reporter) there is one already defined as a report definition you can use a starting point.
P.S. Financial reporting doesn't open up if using Chrome as a browser you'll need to add in an extension (Meta4ClickOnce).

Hope that helps!

Mark

------------------------------
Mark Bailey
Application Consultant
Annata
Portsmouth

Original Message:
Sent: Jul 11, 2019 10:38 AM
From: Justin Cooper
Subject: Report printing

Hi,
This topic has come up more and more as of recently - our Finance group has been asking if there are ways ti improve or change the print functionality in D365, more specifically on reports.

One example is the Trial Balance report. After populate the parameters and running the trial balance, they typically need (want?) to print the results. In order to do that, they need to export to excel first. Are there any ways to change/add print functionality for these types of reports, perhaps a 3rd party add-on that can improve the experience for users?

------------------------------
Thank you,
Justin Cooper
------------------------------

Is it possible to use pre-built templates for management reporter? If so, is anyone aware of repositories of templates for core reports that a Business may use, such as the trial balance?

------------------------------
Thank you,
Justin Cooper
------------------------------

Original Message:
Sent: Jul 17, 2019 09:32 AM
From: Andreas Mörker
Subject: Report printing

Hi Justin

We use a 3rd party solution called Lasernet from Formpipe.
It's not easily set up and needs heavy training to fully understand the logic of reports and connection to Lasernet backend.
Once in place, the reports are very nice and have (almost) limitless possibilities in terms of design. But as I said, it's a rocky road to get there, especially when having a lot of customizations in place.

I suggest trying Management Reporter first and after, if not satisfied, evaluation 3rd party solutions.

Best
Andreas

------------------------------
Andreas Mörker
Global Master Data Manager
SIGVARIS

Original Message:
Sent: Jul 16, 2019 10:04 AM
From: Justin Cooper
Subject: Report printing

Hi Mark,
Thank you for the feedback! I actually started exploring the option of creating the report using Management Reporter. I am hoping this will work for them rather than going down the route of a 3rd party solution.

Thank you all for your responses!

------------------------------
Thank you,
Justin Cooper

Original Message:
Sent: Jul 16, 2019 05:39 AM
From: Mark Bailey
Subject: Report printing

Hi Justin,

in AX2012 Microsoft had kept the old SSRS TB report (General Ledger -> Reports -> Transations -> Detailed TB/Summary TB) but this has been deprecated in D365 in place of running the TB and exporting to excel, which I think is what most users were doing anyway. To have a TB that you can print out as a report you will now need to set it up in financial reporting(Management Reporter) there is one already defined as a report definition you can use a starting point.
P.S. Financial reporting doesn't open up if using Chrome as a browser you'll need to add in an extension (Meta4ClickOnce).

Hope that helps!

Mark

------------------------------
Mark Bailey
Application Consultant
Annata
Portsmouth

Original Message:
Sent: Jul 11, 2019 10:38 AM
From: Justin Cooper
Subject: Report printing

Hi,
This topic has come up more and more as of recently - our Finance group has been asking if there are ways ti improve or change the print functionality in D365, more specifically on reports.

One example is the Trial Balance report. After populate the parameters and running the trial balance, they typically need (want?) to print the results. In order to do that, they need to export to excel first. Are there any ways to change/add print functionality for these types of reports, perhaps a 3rd party add-on that can improve the experience for users?

------------------------------
Thank you,
Justin Cooper
------------------------------

MR has sample reports, including rows, columns and report definitions, but you have to adjust them to your own COA, so I wouldn't call them 'templates' but more 'examples'.

A 'trial balance' is easily done by just doing one row in the row format with all wildcards, though (that is what most do) - otherwise, every time a new account is added, you'll need to also go and modify the report.  That's the only issue with using MR - the report needs to be built properly to account for these things.

------------------------------
Shirley Adams
Solution Architect
AKA Enterprise Solutions
New York NY
------------------------------

Original Message:
Sent: Aug 14, 2019 11:09 AM
From: Justin Cooper
Subject: Report printing

Is it possible to use pre-built templates for management reporter? If so, is anyone aware of repositories of templates for core reports that a Business may use, such as the trial balance?

------------------------------
Thank you,
Justin Cooper

Original Message:
Sent: Jul 17, 2019 09:32 AM
From: Andreas Mörker
Subject: Report printing

Hi Justin

We use a 3rd party solution called Lasernet from Formpipe.
It's not easily set up and needs heavy training to fully understand the logic of reports and connection to Lasernet backend.
Once in place, the reports are very nice and have (almost) limitless possibilities in terms of design. But as I said, it's a rocky road to get there, especially when having a lot of customizations in place.

I suggest trying Management Reporter first and after, if not satisfied, evaluation 3rd party solutions.

Best
Andreas

------------------------------
Andreas Mörker
Global Master Data Manager
SIGVARIS

Original Message:
Sent: Jul 16, 2019 10:04 AM
From: Justin Cooper
Subject: Report printing

Hi Mark,
Thank you for the feedback! I actually started exploring the option of creating the report using Management Reporter. I am hoping this will work for them rather than going down the route of a 3rd party solution.

Thank you all for your responses!

------------------------------
Thank you,
Justin Cooper

Original Message:
Sent: Jul 16, 2019 05:39 AM
From: Mark Bailey
Subject: Report printing

Hi Justin,

in AX2012 Microsoft had kept the old SSRS TB report (General Ledger -> Reports -> Transations -> Detailed TB/Summary TB) but this has been deprecated in D365 in place of running the TB and exporting to excel, which I think is what most users were doing anyway. To have a TB that you can print out as a report you will now need to set it up in financial reporting(Management Reporter) there is one already defined as a report definition you can use a starting point.
P.S. Financial reporting doesn't open up if using Chrome as a browser you'll need to add in an extension (Meta4ClickOnce).

Hope that helps!

Mark

------------------------------
Mark Bailey
Application Consultant
Annata
Portsmouth

Original Message:
Sent: Jul 11, 2019 10:38 AM
From: Justin Cooper
Subject: Report printing

Hi,
This topic has come up more and more as of recently - our Finance group has been asking if there are ways ti improve or change the print functionality in D365, more specifically on reports.

One example is the Trial Balance report. After populate the parameters and running the trial balance, they typically need (want?) to print the results. In order to do that, they need to export to excel first. Are there any ways to change/add print functionality for these types of reports, perhaps a 3rd party add-on that can improve the experience for users?

------------------------------
Thank you,
Justin Cooper
------------------------------

Thank you, Shirley. I was able to find a demo of creating the trial balance report in MR. This ended up being a fairly easy report to setup and was my first exposure to MR.

------------------------------
Thank you,
Justin Cooper
------------------------------

Original Message:
Sent: Aug 14, 2019 01:03 PM
From: Shirley Adams
Subject: Report printing

MR has sample reports, including rows, columns and report definitions, but you have to adjust them to your own COA, so I wouldn't call them 'templates' but more 'examples'.

A 'trial balance' is easily done by just doing one row in the row format with all wildcards, though (that is what most do) - otherwise, every time a new account is added, you'll need to also go and modify the report.  That's the only issue with using MR - the report needs to be built properly to account for these things.

------------------------------
Shirley Adams
Solution Architect
AKA Enterprise Solutions
New York NY

Original Message:
Sent: Aug 14, 2019 11:09 AM
From: Justin Cooper
Subject: Report printing

Is it possible to use pre-built templates for management reporter? If so, is anyone aware of repositories of templates for core reports that a Business may use, such as the trial balance?

------------------------------
Thank you,
Justin Cooper

Original Message:
Sent: Jul 17, 2019 09:32 AM
From: Andreas Mörker
Subject: Report printing

Hi Justin

We use a 3rd party solution called Lasernet from Formpipe.
It's not easily set up and needs heavy training to fully understand the logic of reports and connection to Lasernet backend.
Once in place, the reports are very nice and have (almost) limitless possibilities in terms of design. But as I said, it's a rocky road to get there, especially when having a lot of customizations in place.

I suggest trying Management Reporter first and after, if not satisfied, evaluation 3rd party solutions.

Best
Andreas

------------------------------
Andreas Mörker
Global Master Data Manager
SIGVARIS

Original Message:
Sent: Jul 16, 2019 10:04 AM
From: Justin Cooper
Subject: Report printing

Hi Mark,
Thank you for the feedback! I actually started exploring the option of creating the report using Management Reporter. I am hoping this will work for them rather than going down the route of a 3rd party solution.

Thank you all for your responses!

------------------------------
Thank you,
Justin Cooper

Original Message:
Sent: Jul 16, 2019 05:39 AM
From: Mark Bailey
Subject: Report printing

Hi Justin,

in AX2012 Microsoft had kept the old SSRS TB report (General Ledger -> Reports -> Transations -> Detailed TB/Summary TB) but this has been deprecated in D365 in place of running the TB and exporting to excel, which I think is what most users were doing anyway. To have a TB that you can print out as a report you will now need to set it up in financial reporting(Management Reporter) there is one already defined as a report definition you can use a starting point.
P.S. Financial reporting doesn't open up if using Chrome as a browser you'll need to add in an extension (Meta4ClickOnce).

Hope that helps!

Mark

------------------------------
Mark Bailey
Application Consultant
Annata
Portsmouth

Original Message:
Sent: Jul 11, 2019 10:38 AM
From: Justin Cooper
Subject: Report printing

Hi,
This topic has come up more and more as of recently - our Finance group has been asking if there are ways ti improve or change the print functionality in D365, more specifically on reports.

One example is the Trial Balance report. After populate the parameters and running the trial balance, they typically need (want?) to print the results. In order to do that, they need to export to excel first. Are there any ways to change/add print functionality for these types of reports, perhaps a 3rd party add-on that can improve the experience for users?

------------------------------
Thank you,
Justin Cooper
------------------------------