Unified Operations & Dynamics AX Forum

Expand all | Collapse all

D365 FR Financial Reports - Output Location

  • 1.  D365 FR Financial Reports - Output Location

    Posted Mar 01, 2019 09:48 AM
    ​In D365 we lost the ability to organize our generated reports in folders in report viewer.
    In AX2012 we were able to specify "Generate to a single report library and link location" with Output locations on the output and distribution tab.  We used this to organize our generated reports by month.

    In D365
    We lost the ability to do that.  Now we only have the output name available and NO output location.

    Now it just LISTS all your generated reports one after another and we can't create subfolders for months.
    Has anyone figured out a way to create subfolders for months or an alternative way of handling this change?

    Julie Wille
    Corporate Reporting & Systems Manager
    U.S. Venture, Inc.
    Appleton WI

  • 2.  RE: D365 FR Financial Reports - Output Location

    Posted Mar 04, 2019 03:48 PM
    Hi Julie,

    I ran this by one of my experts.

    He mentioned to try to configure and use Document Routing Agent. Please refer to 
    https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/install-document-routing-agent and https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/print-documents to see the current version options to handle printing.

    Michael Gonzalez
    Account Executive
    Dynamics Resources
    Venon Hills IL

  • 3.  RE: D365 FR Financial Reports - Output Location

    Posted Mar 07, 2019 09:10 AM
      |   view attached
    Hi Julie,

    The only thing you can do is organize the report components within FR (formerly called MR) and use folders there - by doing this, the viewing of the report is also contained within the folder.  The other big change in D365 that most find out after the fact is that this also impacts security (as in removes it).  You can still use the lock and password to stop others from editing the component, but the view is not secured (other than either you have access or you don't).


    Shirley Adams
    Solution Architect
    AKA Enterprise Solutions
    New York NY

If you've found this thread useful, dive deeper into User Group community content by role