Everything About Electronic Reporting in Dynamics 365 F&O

Everything About Electronic Reporting in Dynamics 365 F&O

Purpose

Electronic Reporting (ER) is a tool available in Dynamics 365 finance and operation to configure reports.

This tool helps to configure formats for internal reporting as well as external reporting in the organization.

Electronic Reporting (ER) focuses more on the configuration of format and not on coding. Currently, ER supports the following format type

  • Excel
  • Word
  • JSON
  • PDF
  • Text
  • XML

A person with good knowledge of data structure can easily make a report by using ER. For ER, we need to set up configuration providers and their repository in the system.

Configuration provider

  • A configuration provider is the owner of the configuration available in respective Electronic reporting.
  • Following is the path to set up a configuration provider.

Workspace > Electronic reporting

Go to the Configuration provider button in related links.

Click on the New button to create Configuration provider.

create configuration

Repository

There are three types of repositories available for configuration providers.

  • Operation resource
  • LCS
  • RCS

Operation resource is the default type of repository available in dynamics 365, and it is not recommended to use this repository. LCS stands for life cycle services. Generally, this repository is used by configuration providers. RCS stands for regulatory configuration services.

  • Following is a path to the attached repository for the configuration provider.

Workspace > Electronic reporting 

Click on the repository under configuration provider.

Click on Add button and attach the respective repository to the configuration provider

Users can import configuration available in the repository by clicking on the Open button in same form.

The Configuration is available in the repository

Components of Electronic reporting  :

There are three components of Electronic reporting

  • Data model – Provides the structure through which data is available to the designer.
  • Data mappingĀ  – is for the mapping of data sources in Dynamics 365.
  • Format – is the output of the report.

We hope you are now thorough with Electronic Reporting in Dynamics 365 F&O. In case of any queries, do not hesitate to get in touch with a DEV IT expert.

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I am a Functional Consultant (Chartered Accountant) at Dev Information Technology Ltd. I have 2 years of experience in Microsoft Dynamics AX/Dynamics 365 (ERP) and have worked on projects in private sector.

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