Overview
Reports exist to provide a visualisation of a structured data set. Dynamics 365 offers several tools to produce reports to satisfy complex business requirements that exist as standard on deployment of an environment. Reports are commonly utilised to;
- Monitor key performance metrics and identify trends in data
- Navigate the system through filtered searches
- Create and archive transactional documents as part of the posting process
- Distributing documents to customers and employees
- Extracting data to demonstrate clearly the health of a business
Reports exist in different formats. Examples include;
- Excel Integration
- Embedded BI
- SSRS Report
- Power BI
- Management Reporter
Each format of reporting aligns with a typical business requirement. Reports can be exported and shared.