This is a part of the R365 Financial Report Writer. Click here to learn more about the R365 Financial Report Writer.
Once a Custom Financial Report is ran, the report will open in the Report Viewer. From this window, Users can open individual reports and complete various functions to view and share the report.
Report Viewer Functions
When you click 'Run' or 'Save & Run', the Report Viewer will open in a new tab. This page contains two main sections: the Organization Units and Report.
In the 'Organization Units' section, you'll be able to click to select each individual Report that was ran when you clicked 'Run'. You can Collapse the 'Organization Units' section by clicking the arrow
icon.
Report Section
Within the Report section, Users can complete the following actions.
Re-Run Report - This will refresh the report to bring in any data changes made since it was initially ran
Zoom - The minus and plus buttons will decrease and increase, respectively, the zoom of the Report Viewer
Email - This button will open the Email prompt where you can deliver this Report as an attachment to an email
The 'To' field allows you to search for Users in R365 (while excluding Employees) and can also be used to manually enter an email address of someone outside of your organization.
You must press the 'Enter' key when typing in a manual email address. You'll know it was entered in correctly when you see the email address listed above the 'To' field, as shown below. Click the 'x' to remove a previously entered / selected email address
Use the 'All Organization Units' or 'Selected Organization Units' radio buttons to determine which Reports will be included as attachments
Reports can be attached as PDF files, or as Excel files
Any User can email a Report. It is not required for the User to setup their Email Settings
Export - This will export the report, which will display the following:
Use the 'All Organization Units' or 'Selected Organization Units' radio buttons to determine which Reports will be exported
Reports can be exported as PDF files, or as Excel files
When exporting as 'Excel', if the 'Include GL Detail Links' is checked, this file should only be used for your personal use. Do not distribute this file to other members of your organization
Print - This will print the Report using the system print dialog.
If the report needs to change the page orientation, click on the 'Settings' button and update the Page Orientation field before printing
Settings - This will open the Settings for the Report and make any necessary adjustments. From this prompt you can re-run the Reports by clicking 'Run'
Totals Drill Down - Clicking into a section's 'Total' amount will open a new window where a User can see its account detail and open any corresponding transactions
FAQ
Do I need to set up my Email Settings before I can email a report from the Report Viewer?
No. Any user can email a report as a PDF or Excel attachment directly from the Report Viewer, whether or not their personal Email Settings are configured. Learn more about running reports.
Why shouldn't I share an Excel export of my report with coworkers?
If "Include GL Detail Links" was checked during an Excel export, that file is for your personal use only — don't distribute it to other members of your organization. Learn more about CFR Writer security.
What's the difference between "Re-Run Report" and using "Settings" to run it again?
Re-Run instantly refreshes the current report with the latest data using the same parameters. Settings opens the report's configuration so you can change parameters — like organization units or date ranges — before running it again. Learn more about running reports.
What happens when I click on a report's Total amount?
Clicking a section's Total triggers a Totals Drill Down, opening a new window with the account detail and underlying transactions behind that number. Learn more about CFR Writer overview.