The R365 Financial Report Writer is an added R365 service designed to give you the ability to customize the content, layout, and look and feel of your financial reports.  This article will provide an overview of the R365 Financial Report Writer.  


If you would like more information on the R365 Financial Report Writer, please reach out to your R365 Sales or CSM Representative or R365 Support



Navigation


To access the R365 Financial Report Writer and your Custom Financial Reports, navigate to the 'Custom Financial Reports' subsection that will appear below 'My Reports'


  • Custom Financial Reports - 'Custom Financial Reports' are added to the 'Reports' subsection of each Module. This is where you will create and access your Custom Financial Reports that are created via the R365 Financial Report Writer



Security


Security Roles


The following Security Roles have been created for use with the R365 Financial Report Writer:

  • Financial Report Builder - This is the administrative role for the R365 Financial Report Writer.  Users that are assigned this role will have the ability to create (or build) new Custom Financial Reports and Templates.  They will also have the ability to edit or modify existing Templates and Reports.  This role should only be given to Users that need these capabilities.  Users with the Financial Report Builder role will also be able to run and view Custom Financial Reports, and do notneed the 'Financial Report Viewer' security role.  
    • The 'Create Report' button will be visible for Users with this security role


    • All Template hyperlinks (used to open the Financial Report Writer to edit the Template) are clickable


    • The ability to assign User Roles through User Role Setup or through the 'Viewer Access' field once a report is clicked and/or created. All Users with the Financial Report Viewer Role must have each relevant report saved as part of their Report Role. While Users can assign roles through Report Role Setup, using the Viewer Access box, displayed below, immediately grants Viewer Access to a Report Role after the report is created
      • Note: Users will also need the User Setup role assigned to their User record to access this drop-down listing


    • The ability to hide a report or template as needed


    • The 'Financial Report Builder' is a secondary role and should only be assigned to Users with the following Primary Security Roles, to enabled their ability to build, run and view these reports:
      • Accounting Manager
      • Accounting Clerk

  • Financial Report Viewer- This is the usage role that should be assigned to each User that will be viewing existing reports in the 'Custom Financial Reports' list that are assigned to them.  
    • The 'Create Report' button will notbe visible for users with this security role

    • All Template hyperlinks (used to open the Financial Report Writer to edit the Template) are notclickable
    • The 'Financial Report Viewer' is a Secondary Role and should be assigned to Users with the following Primary Security Roles to enable their ability to run and view the reports assigned to their security roles:
      • Accounting Manager
      • Accounting Clerk
      • Restaurant Manager
      • Read Only Executive
      • Read Only Operations


Click here for more information on Assigning Security Roles and here for more information on Security Role Descriptions.


Location Access


The Locations that are assigned to each User on their User record will determine which Locations they will be able to view data for when running Custom Financial Reports.  If a User does not have access to a specific Location, they will not be able to view any data for that Location when running Custom Financial Reports.  Click here for more information on User Location Access.



Initial Setup


The initial setup of the R365 Financial Report Writer requires the following:


  1.  Your R365 Sales representative or R365 CSM enables the R365 Financial Report Writer
  2.  You submit a request to provision your R365 Database for use with the R365 Financial Report Writer
  3.  A user with the 'User Setup' security role accesses System Preferences and sets up Organizational Units for reporting purposes
  4.  A User with the 'Financial Report Builder' security role builds and customizes your financial reports


Click here to be taken through each step of the R365 Financial Report Writer: Initial Setup.



System Preferences: Organization Structure


The R365 Financial Report Writer allows you additional reporting capabilities through the creation of your own custom Organization Structure.  This means you will create your desired organizational hierarchy for reporting purposes.  Click here for more information on Setting up Your Organization Structure.


Building Reports


Building Reports in the R365 Financial Report Writer requires you to Create Templates and utilize Row and Column Layouts within those Templates.  Finally when the Template and its contents are completed, you can build the Reports off of the Template.  Click here for more information on Building Reports, or use the direct links below to jump right to the desired topic in the Building process:


Running Reports


Once Custom Financial Reports have been created in your organization, any User with either the 'Financial Report Builder' or 'Financial Report Viewer' security roles will have the ability to run those Reports.  Click here for more information on Running Reports.


Assigning Reports


Reports must be assigned to Users with the Financial Report Viewer Role through their Report Roles in either the Financial Report Viewer or Report Role Setup windows. Click here for more information on Assigning Reports.


Sharing Reports


Partner Channel Users have the ability to share Report Templates across instances. Learn more about the process of Sharing Reports here.


Sending Report Packages


Reports can be bundled together in a unique structure and format by creating Report Packages. Click here to learn more information on Report Packages.


Creating Report Groups


Report Groups allow selected Reports and/or Documents to be grouped together and ran by a selected Report Parameter, enabling Reports/Documents within a Report Group to be organized by their selected Parameter and not by Report order. Multiple Report Groups can be created, but not all Reports/Documents need to be in a Report Group. Click here to learn more about Report Groups.