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Advanced SSRS Grouping Page Breaks Microsoft Dynamics AX 2012

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Danny Thomas

Advanced SSRS Grouping Page Breaks Microsoft Dynamics AX 2012

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Michael Oakes

The Microsoft Dynamics AX/D365 Support Team at Avantiico is focused on solving our client’s problems, from daily issues to large and more complex problems.

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Advanced SSRS Grouping Page Breaks in Microsoft Dynamics AX 2012

When developing Microsoft Dynamics AX 2012 custom SSRS reports, developers may be required to display data within groups, for example, display budget control transactions by budget group.  In these scenarios, it may be required to display information within each group including a group header and subtotal. It may be required to display the group header for each new page, for example if the transactions for a group span multiple pages. It also may be required to allow users to select whether they want each new group to display on a new page.

This Post Will Cover the Following:

  • How to display an SSRS report with groupings and to display the grouping header and subtotal
  • How to print the group header for a new page, for examples if the number of transactions for a group span multiple pages
  • How to include an option to print a new page for each grouping

Advanced properties and code will be used to demonstrate the above. An included XPO project with a sample project for Microsoft Dynamics AX 2012 R3 will be included. A simple table control showing a pre-defined list of customer accounts with a subtotal and grouping by customer account.

The Following Describes How to Configure the Table to Include Groupings With the Sample SSRS Report Included:

> A sample report is included, as a starting point, a simple table control was added:

Sample SSRS Grouping in Dynamics 365 for Finance and Operarions
Figure 1

> On the report table, add a parent group:

Add parent group screenshot Dynamics 365 for Finance and Operation
Figure 2

> For this demonstration, we will include a header and footer to display the group headings and to print a sub total for the group:

Tablix Group screenshot Dynamics 365 for Finance and Operation
Figure 3

> The report table control should look like this:

Account row screenshot Dynamics 365 for finance and operation
Figure 4

> Copy the first column headings to the new row, and delete the first row:

Delete row Screenshot Dynamics 365 for finance and operation
Figure 5

> Click on advanced mode. This will allow us to print the groupings for each new page:

Account number in Dynamics 365 for finance and operation
Figure 6

> Set the groupings to print on each new page. If the number of transactions prints across multiple pages, the group heading will always print.

Tablix member in Dynamics 365
Figure 7

> The left column can be deleted as it is not needed. The report should look like this now:

Sample SSRS Grouping in Dynamics 365
Figure 8

> Formatting is added to the report, to add a grouping footer total for the amount column:

Sample SSRS Grouping in Dynamics 365
Figure 9

> Running the report, we can see the groupings and totals:

Sample SSRS Grouping in Dynamics 365
Figure 10

> The sample data in the report is increased so the data in the first group prints across multiple pages:

Sample SSRS Grouping in Dynamics 365
Figure 11

> To force new grouping to print on a new page. Click on the AccountNumGroup and right click and select Group Properties. Set the Page Break option:

Group properties in Dynamics 365
Figure 12

> Each new group will print on a new page:

Sample SSRS Grouping in Dynamics 365
Figure 13

> To control whether the groups print on a new page, a parameter was added to the report contract. Since Microsoft Dynamics AX 2012 SSRS reports do not allow expressions to be used to determine whether a page break occurs in a group, we must create 2 tables and hide the tables based on the new page parameter.

> To hide the Tablix, right click on the Tablix properties and set the hidden properties:

Sample SSRS Grouping in Dynamics 365
Figure 14

> Enter the following expression. This will be used to hide the table control if the ‘new page’ checkbox is not checked:

=iif(Parameters!ReportDS_NewPage.Value = 0, true, false)

> Duplicate the table control, disable the page breaks for the AccountNum group, and enter the following as the expression for the Tablix visibility:

=iif(Parameters!ReportDS_NewPage.Value <> 0, true, false)

> The end result should look like this. The new page checkbox when running the report will control which Tablix to print:

Sample SSRS Grouping in Dynamics 365
Figure 15

Try it yourself. Run the report included in this blog with and without the new page checkbox:

popup screenshot in dynamics 365
Figure 16
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Introduction

Multi-entity reporting is essential for business leaders of large organizations who rely on financial reports to make critical day-to-day decisions that impact their overall success. One primary use of this reporting function is to compare the performance of various companies within the organization. In today’s data-driven world, comprehensive insights across multiple legal entities are necessary for driving growth and profitability. Avantiico’s Advanced Multi-Company Solution (AMCS) for Microsoft Dynamics 365 Finance offers an easier and faster option for comparing key data across one or many companies within the organization

AMCS Multi-Entity Reporting: Overview

To best explain how AMCS can automate your multi-entity reporting we will cover the following topics:

AMCS Multi-Entity Reporting: Definition of Key Terms

AMCS is an extremely flexible tool for Importing data and multi-entity reporting, but there are some key terms you’ll need to understand to see the full picture of what AMCS can do:

  • AMCS – The Advanced Multi-Company Solution by Avantiico is an add-on solution for Microsoft D365 F&SCM that puts a global spin on Dynamics Finance and Supply Chain to reduce the effort needed for global management of your organization’s entities
  • Legal Entity – Companies within a parent organization
  • Dimension – User-defined segments within the accounting structure that facilitate meaningful grouping and tracking
  • Multi-entity reporting – Ability to choose many legal entities together for comparison and analysis

Standard Microsoft Dynamics 365 Finance Multi-Entity Reporting Functions

While the standard reporting functions within Microsoft Dynamics 365 Finance & Supply Chain Management are excellent, they have some limitations. These limitations become more apparent when generating multi-entity reports. For example, reports can be generated in Dynamics 365 Finance & Supply Chain Management only by navigating to each module and selecting available reports for that module. In addition, reports can be generated only for one legal at a time. Let’s break this down:

  • Standard D365 Finance reports can only be generated for one single legal entity at a time.
  • Standard D365 Finance reports can be run only for the module you are in.
  • Standard D365 Finance reports cannot compare the same vendor or customer transactions across multiple legal entities.

AMCS: Multi-Entity Reporting Functions

For financial inquiries and reports, AMCS eliminates the limitations of standard D365. For organizations with multiple legal entities, AMCS is the best tool available due to its simple layout and ease of picking one or many legal entities and one or many dimensions for comparison purposes.

  • One or many legal entities can be chosen for comparison purposes
  • One or many dimensions across legal entities can be compared

The following key reports are available in AMCS:

Global Trial Balance Inquiry – Trial balance inquiry allows you to create multi-entity reports to compare between multi-entities at once and see the numbers in summary or in detail. It also has the capability to run trial balances for various dimensions combined or individually. Dimensions include business units, cost centers, item groups etc.

Voucher Transactions – With AMCS you have the ability to view subledger journals by posting types, customer payment, vendor payment, and audit trail. Easily obtain details of settled and unsettled transactions of multiple companies.

Ledger Transactions List –  This list provides incredible flexibility with many data combinations. Available are amounts in transaction, accounting, and reporting currencies which are extremely useful for companies with foreign operations. View transactions by posting types like ledger journal, vendor balance, bank transactions, fixed assets, and intercompany accounting. Also available are reports at summary or detail level. The ability to compare at a granular level, like salary expense across multi-entities, is a significant benefit offered by AMCS.

Customer to Ledger Reconciliation Report – This report is especially useful for comparing customer balance to ledger balance by account and by legal entity. You are able to identify variances, investigate them, and take action to resolve them.

Vendor and Customer Aging Reports – Along with the ability to obtain aging balances for multiple legal entities simultaneously, you can also filter the report by vendor or customer groups to narrow it down for analysis. Additionally, you can run the report by accounting, reporting or transaction currency.

Multi-entity reports in Dynamics 365 Finance using Avantiico's Advanced Multi-Company Solution. Customer Aging reports across multiple companies

Download the AMCS One-Pager

Fill out the form below for detailed on the functions and benefits of the Advanced Multi-Company Solution for Microsoft D365 Finance, including ROI insights and more:

Benefits of AMCS for Multi-Entity Reporting

AMCS makes It easy and saves an incredible amount of time in generating multi-entity comparison reports for slicing and dicing the number to give an In-depth view of transaction details and performance metrics between entities. Thus allowing your accounting teams to focus on value-added work by drastically reducing the manual labor involved in creating multi-entity reports within Dynamics 365 Finance. The reduction of manual labor also reduces the number of costly errors when making such reports.

Conclusion

If your team spends a lot of time and effort running one report at a time for each legal entity, AMCS can reduce the time spent generating various reports. AMCS lives fully as a module In D365F&SC, so your users will find it intuitive and helpful. This tool can speed up your financial analysis, reduce comparative report generation efforts, and help free up resources for more critical tasks. See the other benefits of AMCS today by checking downloading our detailed one-pager here.

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