Financial reporting web viewer
The financial reporting web viewer in D365 is the interactive, secure, browser-based user interface and dashboard component used to view, drill-down, export, and analyze financial statements generated by the reporting engine. It provides authenticated users with granular visibility into ledger row data, financial dimension segments, and audit trails directly from a web browser.
How do you interact with the D365 financial reporting web viewer?
Utilizing the interactive financial reporting web viewer provides corporate accounting leads with the ability to perform deep, granular ledger investigation on demand without needing to export raw transaction rows into fragmented offline sheets. With authorized security roles, controllers can drill down through consolidated parent reports straight to individual journal entries or voucher source records instantly.
Architecturally, the viewer interacts natively with your central data platform, enforcing row-level field security profile restrictions contextually based on the user's role-based access permissions. When a controller investigates an anomaly, the interface maps the transactional lineage programmatically, allowing for rapid audit reconciliation and month-end issue resolution, providing stakeholders with an absolute representation of financial validity.
Tuning large-scale reporting data pipelines and managing complex analytical datasets across global structures demands specialized system design. To translate these massive relational repositories into highly interactive, clean visual dashboards, linking your environments to Microsoft Power BI layouts is the industry standard best practice.
Project off track?
Who are we?
We're DeliveredSoft, an Microsoft Dynamics 365 Partner based in Europe. With experts in Poland, Denmark and Spain, we build custom solutions using Microsoft Dynamics 365 for clients across a range of industries.