Inquiry page · General ledger
Financial reports
The page that lists Financial reporting reports, where reports are generated and their generated versions are viewed.
- Used by
- —
- Business process
- —
- Menu item
FinancialReports- Main table
- —
- Data entity
- —
- Setup steps
- —
Show what matters for
Everyone
1What it is and why
| What it is | The page that lists Financial reporting reports, where reports are generated and their generated versions are viewed. |
|---|---|
| What you do here | Used to select a report, generate it for a report date, and view or delete the generated reports. |
| Example | At month-end, generate a report group so that eight reports are generated in one step, then view each one on the Financial reports page. |
Functional consultant · Solution architect
2Where it fits
| Business process | — |
|---|---|
| Menu path | General ledger › Inquiries and reports › Financial reports |
| Set up first | Financial reporting setup Microsoft Learn ↗ |
| Used next by | — |
| Related pages | Trial balance Microsoft Learn ↗Voucher transactions Microsoft Learn ↗ |
End user · Functional consultant
3How to do it
Microsoft's steps
- Go to General ledger > Inquiries and reports > Financial reports.
- Select the report that you want to generate.
- Select Generate.
- In the Report date field, enter the date, and then select OK.
- When the report is ready, find it in the Reports section and select View.
Source: Microsoft Learn ↗
Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| Report date | The date the financial report is generated for.Microsoft Learn ↗ | — | — |
Functional consultant
4Setup decisions
| Setup step | Recommended value and why | Decision · common mistake · test |
|---|---|---|
| — No setup is made on this page. | ||
Solution architect
5Design impact
| Shared or per company | — |
|---|---|
| Can it be undone | — |
| Feature or country | — |
| If you change it later | — |
Technical architect
6Technical
| Menu item | FinancialReports Checked in Dynamics 365 |
|---|---|
| Form | FinancialReports Checked in Dynamics 365 |
| Table | — |
| Data entities | — |
| Who can open it | — |
| Actions on the page | — |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=FinancialReports |
|---|---|
| Integrate with | — |
| Table definition | — |
Everyone
8Sources and checks
- learn.microsoft.com/dynamics365/fin-ops-core/fin-ops/analytics/generate-financial-report
- learn.microsoft.com/dynamics365/fin-ops-core/fin-ops/analytics/generate-financial-report
- learn.microsoft.com/dynamics365/fin-ops-core/dev-itpro/financial/financial-dimension-configuration-integration
- learn.microsoft.com/dynamics365/finance/general-ledger/view-journal-entries-transactions
- learn.microsoft.com/dynamics365/finance/general-ledger/general-ledger-account-balances
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security.