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| 1 | +--- |
| 2 | +# required metadata |
| 3 | + |
| 4 | +title: Troubleshoot report design and data issues |
| 5 | +description: Describes how to create a simple report to analyze some issues that occur in Microsoft Dynamics 365 Finance reports. |
| 6 | +author: aprilolson |
| 7 | +ms.date: 01/29/2025 |
| 8 | + |
| 9 | +# optional metadata |
| 10 | + |
| 11 | +ms.search.form: FinancialReports |
| 12 | +# ROBOTS: |
| 13 | +audience: Application User |
| 14 | +# ms.devlang: |
| 15 | +ms.reviewer: twheeloc |
| 16 | +# ms.tgt_pltfrm: |
| 17 | +ms.collection: get-started |
| 18 | +ms.assetid: 3eae6dc3-ee06-4b6d-9e7d-1ee2c3b10339 |
| 19 | +ms.search.region: Global |
| 20 | +# ms.search.industry: |
| 21 | +ms.author: aolson |
| 22 | +ms.search.validFrom: 2016-02-28 |
| 23 | +ms.dyn365.ops.version: AX 7.0.0 |
| 24 | +ms.custom: sap:Financial reporting and management reporter\Issues with report designer |
| 25 | +--- |
| 26 | +# Troubleshoot report design and data issues |
| 27 | + |
| 28 | +Here is a practical way to troubleshoot report design or missing data issues effectively. The key principle is to simplify the process and control variables, as focusing on a specific scope is often more manageable |
| 29 | +than diagnosing an entire report. Start by creating the smallest possible reproduction of the issue and make changes one at a time. In some cases, manually recreating a report or starting over with the design can |
| 30 | +help uncover design flaws or process bugs, ensuring a smoother troubleshooting experience. |
| 31 | + |
| 32 | +## Create a simple report for troubleshooting |
| 33 | +To create a simple report to help troubleshoot report issues, follow these steps: |
| 34 | +1. Simplify the report as much as possible. The goal is to get to a single number. |
| 35 | +2. Remove any reporting tree and dimension set. |
| 36 | +3. Set the **Detail level** to **Financial**, **Account**, and **Transaction**. |
| 37 | +4. Remove any other special options. |
| 38 | +5. In the row definition, include a single row with a single account or dimension combination. |
| 39 | + - No wildcard or ranges. |
| 40 | + - No modifiers or calculations to start. |
| 41 | +6. In the column definition, include a single **DESC** and **FD** column for a specific period. |
| 42 | + - Remove all modifiers for the column. |
| 43 | +7. This should display a report with a single cell of data. |
| 44 | +8. Verify the report is working as expected. |
| 45 | +9. If the issue still exists, contact support. |
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