If you use general ledger, budgeting, or cashflow forecast in Dynamics 365 Finance (D365F), then you may also need to utilize the “Financial reports” functionality. Balance sheet, income statement, cash flow – all of them can be prepared by using this financial reporting tool. In this blog post, I explain the options you have in setting up and querying financial data by using the financial reporting feature in D365F.
Besides this article, I also recorded videos about the financial reporting function. If you are new to reporting setup in D365F, please have a look at them. These videos give you a quick overview about the feature:
Financial reporting functionality allows you to generate reports based on the general ledger, cashflow forecast, and budgeting data. Keep reading to find out how to get financial data from those sources.Continue reading “How to query financial data in Dynamics 365 Finance”