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


The Permissions listed here are associated with Custom Financial Reports. These Permissions can be added to Custom User Roles or single Users. Learn more about managing Permissions and Custom User Roles here.


Custom Financial Reports Permissions are found in the Permission Tree as follows:

  • Reporting
    • Custom Financial Reports
      • View All CFR Reports (Bypasses Report Role)
      • Manage Multi-Instance Financial Dashboard Views
      • Packages
        • Edit Custom Financial Report Packages
        • Create Custom Financial Report Packages
        • Delete Custom Financial Report Packages
      • Reports
        • Create/Edit Custom Financial Reports
        • Delete Custom Financial Reports
      • Templates
        • View/Create/Edit/Delete CFR Templates

The Permission Access report can be used to determine which User Roles or Users already have these Permissions assigned.

Learn more about User Setup and Security here.



Viewing Custom Financial Reports


Report Roles


CFR Reports must be added to a User's Report Roles in order to be viewed. Learn more about adding CFR Reports to Report Roles here. To add CFR Reports to a Report Role, the User must have the following Permission:

  • Administration → Users → Report Roles → Create/Edit/Delete Report Roles


View All CFR Reports


Users with the following Permission will be able to view all CFR Reports, regardless of which reports are included in their Report Role(s).

  • Reporting → Custom Financial Reports → View All CFR Reports (Bypasses Report Role)


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. Learn more about User Location Access here.


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.