Setup step on the Financial reporting setup page · General ledger

Set up Financial reporting setup

Used to set the order of financial dimensions for building and viewing reports, and to choose whether Vendors and Customers are available as attributes.

Used by: Security administrator
Business process: Prepare financial statements
Menu item: FinancialReportingSetup
Main table: DimensionHierarchy
Data entity: DimensionHierarchyBaseEntity
Setup steps: 1 on this page

Show what matters for

Everyone

1What it is and why

What it is	The page that lists all financial dimensions and controls which dimensions and attributes Financial reporting uses.
What you do here	Used to set the order of financial dimensions for building and viewing reports, and to choose whether Vendors and Customers are available as attributes.
Example	—

Financial reporting setup page in Dynamics 365 — The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business process	Close financial periods › Prepare financial statements
Menu path	General ledger › Ledger setup › Financial reporting setup
Set up first	Financial dimensions Microsoft Learn ↗
Used next by	Financial reports Microsoft Learn ↗
Related pages	Financial dimension configuration for integrating applications Microsoft Learn ↗
In this process	← Set up Main account categories

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Financial reporting setup1 screen

Used to set the order of financial dimensions for building and viewing reports, and to choose whether Vendors and Customers are available as attributes.

Screen 1
Choose the financial reporting dimensions
Go to General ledger > Ledger setup > Financial reporting setup, Dimensions tab
1. Open the Dimensions tab
2. Move MainAccount from AVAILABLE to SELECTED
3. Select Save
1SELECTED MainAccount
Show the full screen
page title tab to open what to set or check

1SELECTED	MainAccount

Microsoft's steps

—

Field guide

Field	What it means	Worked example	Table column
Dimensions	The tab where you set the order in which financial dimensions appear when building and viewing financial reports.Microsoft Learn ↗	—	—
Attributes	The tab where you choose whether Vendors and Customers can be used to filter and design reports; this adds time to the integration.Microsoft Learn ↗	—	—
Selected	The column of dimensions included in financial reporting; MainAccount must be listed for reports to work.Microsoft Learn ↗	—	—

Functional consultant

4Setup decisions

Setup step	Recommended value and why	Decision · common mistake · test
Set up Financial reporting setup	—	—

Solution architect

5Design impact

Shared or per company	Shared: the same records are used by every legal entity. Microsoft data model ↗
Can it be undone	—
Feature or country	—
If you change it later	Changes show in financial reports only after the Data Mart is reset. Microsoft Learn ↗

Technical architect

6Technical

Menu item	`FinancialReportingSetup` Checked in Dynamics 365
Form	`FinancialReportingSetup` Checked in Dynamics 365
Table	`DimensionHierarchy`Shown as “Dimension set” in Record infoChecked in Dynamics 365
Data entities	`DimensionHierarchyBaseEntity`The DimensionHierarchyBaseEntity is the base entity for all entities based on the DimensionHierarchy table. Microsoft data model ↗`DimensionIntegrationFormatEntity`Financial dimension format Microsoft data model ↗`FinancialDimensionSetEntity`Financial dimension sets Microsoft data model ↗
Who can open it	PrivilegesMaintain financial reporting security `FinancialReportsSecuritySystemMaintain`DutiesMaintain financial reporting security `FinancialReportsSecurityMaintain` 1 security roles Security administrator `SysSecSecurityAdministrator` Checked in Dynamics 365
Actions on the page	—

Developer

7Developer

Open it directly	`https://<your-environment>/?mi=FinancialReportingSetup`
Integrate with	`DimensionHierarchyBaseEntity` data entity Microsoft data model ↗
Table definition	`DimensionHierarchy` columns and relations Microsoft data model ↗