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Report printing

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  • 1.  Report printing

    GOLD CONTRIBUTOR
    Posted Jul 11, 2019 10:39 AM
    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
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  • 2.  RE: Report printing

    TOP CONTRIBUTOR
    Posted Jul 15, 2019 12:05 PM
    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
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  • 3.  RE: Report printing

    Posted Jul 16, 2019 05:40 AM
    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
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  • 4.  RE: Report printing

    GOLD CONTRIBUTOR
    Posted Jul 16, 2019 10:05 AM
    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
    ------------------------------



  • 5.  RE: Report printing

    Posted Jul 17, 2019 09:32 AM
    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

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    Andreas Mörker
    Global Master Data Manager
    SIGVARIS
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  • 6.  RE: Report printing

    GOLD CONTRIBUTOR
    Posted 8 days ago
    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
    ------------------------------



  • 7.  RE: Report printing
    Best Answer

    TOP CONTRIBUTOR
    Posted 8 days ago
    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.

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    Shirley Adams
    Solution Architect
    AKA Enterprise Solutions
    New York NY
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  • 8.  RE: Report printing

    GOLD CONTRIBUTOR
    Posted 2 days ago
    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
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