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Management Reporter - using Legal Entity as Row Definitions

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  • 1.  Management Reporter - using Legal Entity as Row Definitions

    Posted Jun 25, 2019 02:59 PM
    In Management Reporter, is there a way to build a report using the Legal Entities on the rows?  Currently, we only have reports built using accounts on the rows.​  Any advice would be appreciated, including confirmation that this function may not be possible.
    Thank you!
    ~Jessica

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    Jessica Krakowiak
    Universal Leaf Tobacco Company, Inc.
    Richmond VA
    ------------------------------
    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Management Reporter - using Legal Entity as Row Definitions

    TOP CONTRIBUTOR
    Posted Jun 26, 2019 08:12 AM
    ​I haven't tested this, so it may not work, but it looks like if you build a reporting tree with each of your legal entities as a separate summary line, you can set a specific one for a row by using the Related Formulas/Rows/Units column to specify which unit you want summarized on that row. In the report definition, you would need to run for company ANY and specify the reporting tree you created there as well.

    That's the only workaround I can find since legal entity isn't an available financial dimension.


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    Steve Latta
    Accountant
    Ortec, Inc.
    Easley SC
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    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Management Reporter - using Legal Entity as Row Definitions

    Posted Jun 26, 2019 09:37 AM
    ​​Hi Steve,

    Thank you for your response! We will try your suggestion and if you don't mind, resource your expertise!

    FYI - Our company is on the platform Dynamics 365 Finance and Operations - Enterprise Edition.

    Thank you,
    Jessica

    ------------------------------
    Jessica Krakowiak
    Universal Leaf Tobacco Company, Inc.
    Richmond VA
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Management Reporter - using Legal Entity as Row Definitions

    GOLD CONTRIBUTOR
    Posted Jun 27, 2019 09:22 AM
    Please post an update for your results. We are in the process of bringing on another legal entity which we cannot roll into our Consolidation account, but will have to report on as a separate company. Your testing and results might help our finance department with their reporting.

    thanks,
    Carol

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    Carol Holmes
    Business Systems Supervisor
    Vesta Solutions, Inc.
    Temecula CA
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: Management Reporter - using Legal Entity as Row Definitions
    Best Answer

    Posted Jun 27, 2019 10:36 AM

    Hi Everyone,

    Below is the advice we received from MS, hope this is helpful! ~Jessica

    ---Begin Msg---

    There are a couple of ways to add the Legal Entity to a Row Definition depending on the Dimensions that are defined in the system.

    1. If the Legal Entity is specified as a Dimension then that Dimension could be added to the Row instead of the MainAccount.
    2. The more common way is to use a Reporting Unit restriction on the row that is specific to the branch of the Tree for the particular Entity. 

     

    As an example. Tree as follows: (see MS1 (Tree))
    Reporting Tree

     Row: (see MS2 (Row))

    *If possible do not use the same dimensions between the Tree and the Row. 

     Row DescriptionColumn: (see MS3 (Column))
    Reporting Column



    ------------------------------
    Jessica Krakowiak
    Universal Leaf Tobacco Company, Inc.
    Richmond VA
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


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