You signed in with another tab or window. Reload to refresh your session.You signed out in another tab or window. Reload to refresh your session.You switched accounts on another tab or window. Reload to refresh your session.Dismiss alert
Copy file name to clipboardExpand all lines: support/dynamics-365/finance/financial-reporting/simple-report.md
+6-2Lines changed: 6 additions & 2 deletions
Display the source diff
Display the rich diff
Original file line number
Diff line number
Diff line change
@@ -51,7 +51,7 @@ To create a minimal report to troubleshoot report issues, follow these steps:
51
51
52
52
1. Simplify the report as much as possible. The goal is to get to a single number.
53
53
2. Remove any [reporting tree](/dynamics365/fin-ops-core/fin-ops/analytics/financial-reporting-tree-definitions) and dimension set.
54
-
3. Set the **Detail level** to **financial**, **account**, and **transaction**.
54
+
3. Set the **Detail level** to **Financial**, **Account**, and **Transaction**. For more information, see [Report definitions](/dynamics365/fin-ops-core/fin-ops/analytics/design-financial-report-definitions).
55
55
4. Remove other special options.
56
56
57
57
5. In the [row definition](/dynamics365/fin-ops-core/fin-ops/analytics/row-definitions-financial-reporting), include a single row with a single account or dimension combination.
@@ -67,9 +67,13 @@ To create a minimal report to troubleshoot report issues, follow these steps:
67
67
7. This should display a report with a single cell of data.
68
68
8. Verify the report is working as expected.
69
69
9. If your issue includes specific design requirements, such as currency filter, attribute filter, year-to-date, or beginning balances, add these modifications one at a time.
70
-
10. If the issue still exists, contact Microsoft support and provide the following information:
70
+
10. If the issue still exists, contact [Microsoft support](/power-platform/admin/get-help-support) and provide the following information:
71
71
-[The .tdbx exported files](/dynamics365/finance/general-ledger/view-financial-reports#export-a-financial-report) of the simplified and original reports.
72
72
- Screenshots of the simplified report build block designs including rows and columns.
73
73
- Excel export of the report output.
74
74
- Reporting parameters: **Company**, **Reporting date**, and **Report name**.
75
75
- Details about the incorrect amount and what the expected value is.
76
+
77
+
## More information
78
+
79
+
[Best practices for optimizing financial reports](/dynamics365/finance/general-ledger/fin-reports-best)
0 commit comments