Lab - Work with reports

15 minutes

Read this first - before you start the lab!

Important

For this lab, you CAN'T sign in with your own credentials. Use the following steps to sign in to your lab environment with the correct credentials.

Ensure that you're signed in to Microsoft Learn.
Select Launch VM mode or Sign in to launch VM mode in this unit.
In the Resources tab on the lab side bar, select the T icon next to Password in the Finance and Operations box, to have the administrator password for the Virtual Machine (VM) entered for you.
Select Enter.
Microsoft Edge opens. Wait for it to navigate to the Sign in page for finance and operations. If you experience an issue with the Sign in page loading, try to restart the browser in the VM.
On the Microsoft Sign in page in finance and operations, place your mouse cursor into the Username field.
On the Resources tab of the lab side bar, below the Azure portal heading, select the T icon next to Username, then press Enter.
Your mouse cursor is now in the Password page.
On the Resources tab of the lab side bar, below the Azure portal heading, select the T icon next to select Password, then press Enter.
In the Save password window, select Never.
Select Accept in the Permissions requested page.
To see the lab instructions, select the Instructions tab on the lab side bar.

You can now begin your work on this lab.

Scenario - Generate and explore a financial report

You need to generate and explore an existing default financial report. The report includes all accounts and contains account properties (attributes) for the accounts. You'll be drilling into transaction detail, applying a dimension filter, and changing the currency on the report.

Display the order of dimensions for financial reporting

Displaying the order of dimensions for financial reporting lets you select how the dimensions are displayed.

In the company USMF, go to General ledger > Chart of Accounts > Dimensions > Financial dimension configuration for integrating applications.
Expand the Financial dimensions FastTab of the Default dimension format.
Arrange the dimensions so that the MainAccount is first on the list - you will need to select MainAccount from the AVAILABLE list and use the right arrow to move it to the SELECTED list.
Arrange the dimensions so that the BusinessUnit is second on the list.
Arrange the dimensions so that the CostCenter is third on the list.
Arrange the dimensions so that the Department is fourth on the list.
Select Save and Yes to save the changes.
Close the page.

Generate a report and explore the data in the report

Go to General ledger > Inquiries and reports > Financial reports.
Select the row for the report named Ledger Transaction List – Default.
Select Edit.
In the Do you want to open ReportDesigner.application from usnconeboxax1aos.cloud.onebox.dynamics.com? prompt, select Open.
Select Run in the Microsoft Dynamics 365 Finance: Financial Report Designer box to download the Report designer.
Use the same credentials to log in, as you used to log in to finance and operations, located in the Azure Portal section in the right side of the lab page. The log-in window may appear behind the finance and operations window. The Report designer will now open in another window.
In the Report designer, change the Base year to 2016 and select Generate in the top right of the Report designer page.
Return to the Financial reports page in finance and operations. You will need to refresh the screen until the report you generated appears.
Select the report, and then select View.
In the opened report, select All accounts.
Select Accounts Receivable - Domestic - Home to drill into the account detail for the report.
At the report transaction level, you can view the properties (attributes) that are included in the design of this report. Depending on the transaction and account, some or all the attributes might be displayed.
Close the report transaction level by using the back arrow at the top of the report.

Within a financial report, you can view the data either for a different period and year, or with different attributes and dimensions applied. This is done by using Report options.

While on All accounts select Report options.
Select Add a dimension filter, select BusinessUnit and then type 001 in the BusinessUnit is field.
Select OK. The report now displays only the data for the 001 Business Unit. This is a personalized view of the report and isn't available for others to view.
Close the filtered report.

Financial reports can be displayed in any currency that has been added to finance and operations apps.

Select Currency and then select Euro (EUR). The report now displays in Euros. Any currency codes or currency symbols that are included in the report design now display in the applied currency. If no currency symbol is defined for a currency, the currency symbol is not displayed.
Close the Ledger Transaction List - Default (EUR) report.

Close the lab environment