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Microsoft Dynamics 365 Enterprise Edition - Financial Management - Third Edition

You're reading from  Microsoft Dynamics 365 Enterprise Edition - Financial Management - Third Edition

Product type Book
Published in Mar 2018
Publisher Packt
ISBN-13 9781788839297
Pages 562 pages
Edition 3rd Edition
Languages
Author (1):
Mohamed Aamer Ala El Din Mohamed Aamer Ala El Din
Profile icon Mohamed Aamer Ala El Din
Toc

Table of Contents (24) Chapters close

Title Page
Copyright and Credits
Dedication
Packt Upsell
Contributors
Preface
1. Getting Started with Microsoft Dynamics 365 for Finance and Operations 2. Understanding the General Ledger 3. Exploring Financial Dimensions 4. Understanding Sales Tax 5. Working with Currencies 6. Understanding Accounts Payable Basics and Controls 7. Exploring Accounts Payable Transactions 8. Understanding Accounts Receivable 9. Understanding Cash and Bank Management 10. Functioning of Cash Flow Management 11. Exploring Budgeting 12. Working with Intercompany Accounting 13. Working with Consolidation and Elimination 14. Working with Cost Management 15. Exploring Fixed Assets 16. Exploring Financial Reporting and Analysis 1. Other Books You May Enjoy Index

Discovering Microsoft Dynamics 365 for Finance and Operations reporting


The following section covers the Microsoft Dynamics 365 for Finance and Operations reporting options. The reporting options are inquiry forms and SSRS reports.

Reporting options

Reporting in Microsoft Dynamics 365 for Finance and Operations can be generated through two approaches, namely inquiry forms and predesigned standard reports.

Inquiry forms

Inquiry forms are used for quickly and easily reporting transactions where the transactions are listed. Advanced filtration allows the facility to reduce the inquiry results to a number of specific results. If it is required that you show all the transactions, don't identify any filter.

As you can see in the following screenshot of the inquiry form, navigate to General ledger | Inquiries and reports | Voucher transactions:

The filters capabilities can be accessed from the inquiry screen by pressing Ctrl + F3, as shown in the following screenshot:

As you can see in the following screenshot...

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