There are additional options that you can include in a report, such as excluding inactive accounts. You can select these options in the Report Settingsdialogue box.

Select additional options in report definition

  1. In Report Designer, open the report definition to modify. Click the Settingstab.

  2. Click the Otherbutton.

  3. In the Report Settingsdialogue box, click the Additional Optionstab.

  4. Select the additional options to include in the report, and then click OK.

Other options



Include amounts in future periods

Includes amounts in columns that specify periods beyond the base period that is defined on the Reporttab. If the future period amounts should not appear in the report, clear this box.

Include missing unit warning

Displays a warning message during report processing when a column or row is restricted to a reporting unit and the reporting unit does not exist or was not selected in the tree (the default). To use a restricted row or column in other reports and you do not want to see this warning, clear this check box.

Exclude inactive accounts

Generates reports that exclude inactive accounts if the Microsoft Dynamics ERP system supports the exclusion of inactive accounts. If you select this check box and the ERP system does not support inactive accounts, your reports are not affected.

Other reporting tree options



Restart numbering with every unit

Restarts the page numbering of each reporting tree unit throughout a report. To use sequential page numbering for all of the selected reporting units, do not select this check box.

Allow rollup less than 1%

Allows a rollup of less than 1 percent. If this check box is not selected, an entry of .25 in the Rollup %cell of the reporting tree indicates that 25 percent of each row should be rolled up to the parent. If this check box selected, an entry of .25 would limit the roll up to one-fourth of one percent.

Disable unit security

Removes unit security so all users can drill down into all detail levels.

Consolidate companies that have different accounting year end dates



Rollup by using default company period number

Rolls up accounts by period numbers in multiple-company reporting trees.

Rollup by using default company period end date

Rolls up accounts by period dates in multiple-company reporting trees.

See Also