MS Dynamics 365- Reporting - General Ledger

Hello,

I have been looking online and have not found anything yet. I am looking to run a General Ledger report in MS Dynamics 365. I want to be able to customize it to include any available fields in the report. Also, is there a way to run it with transactions linked in the detail? That way you can right click and go straight to the transactions?

thx

Try this:

1. Go to Reports.
2. To add a new report, select New.
3. In the Report: New Report dialog box, in the Report Type list, select Report Wizard Report, and then select Report Wizard.
4. You can only use the Report Wizard to edit reports that were created with the wizard.
5. Select the starting point for your report.
6. To create a new report, select Start a new report.

- OR -

1. To start from a copy or edit an existing report, select Start from an existing report, and check the Overwrite existing report check box.
2. Select Next.
3. Enter the name of the report, and specify which record types the report will use.
4. This step identifies where the data in the report comes from. You can include data from one or two record types, or data from related records.
5. Enter data in the fields:
6. Report name. This value will be displayed in the reports area.
7. Primary record type. Data from all fields in this record type and related record types will be available when you are defining criteria for which records to include.
8. Related record type. If you need to display data from a related record type, select an additional record type here.
9. Select Next.
10. Define a filter to determine which records are included in your report.

Caution
Avoid selecting data from a related record type that is not required, as it makes the report take longer to load.

Regards,
Tony