Dynamics Reporting Issues

This article provides a resolution for common issues that can cause problems when you open Report Designer in Microsoft Dynamics 365 Finance.

Issue 1 - Report Designer doesn't start when you select "New" or "Edit"

Resolution

To solve this issue, follow these steps:

• In Internet Explorer, select Settings > Internet Options > Security > Trusted Sites > Sites. In the Add this website to zone field, enter \*\.dynamics.com, and then select Add.

• In Internet Explorer, select Settings > Internet Options > Security > Trusted Sites. In the area labeled Security level for this zone, change the option to Medium-Low.

• Disable the pop-up blocker in your browser.

• Install Microsoft .NET Framework 4.7.2 or higher to workstations.

• If you're using the Chrome browser, you must install the ClickOnce extension to download the Report Designer client. If you're running Chrome in incognito mode, make sure the ClickOnce extension is enabled for incognito mode. For more information about the Chrome ClickOnce extension, see System requirements for cloud deployments.

• If you're using Microsoft Edge with the Chrome browser, you don't need to install the ClickOnce extension for Microsoft Edge Chromium. However, you must enable the ClickOnce option to download the Report Designer client. If you're running incognito mode, make sure the ClickOnce extension is enabled for incognito mode.

  1. Open a new browser in Microsoft Edge.
  2. Enter edge://flags and select Enter.
  3. Search for the ClickOnce Support option or use this direct link: edge://flags/#edge-click-once.
  4. Set the drop-down menu option to Enabled.
  5. Select Restart Browser.

Issue 2 - The user isn't assigned the required permissions to use Financial reporting

Resolution

• To verify that the user doesn't have permission, select Yes on the error, "Unable to connect to the Financial reporting server. Select Yes if you want to continue and specify a different server address." Then select Test Connection. If you don't have permission, you'll see a message that says, "Connection attempt failed. User does not have appropriate permissions to connect to the server. Contact your system administrator."

• The required permissions are listed in Granting security access to Financial reporting. Security in Financial reporting is based on these privileges. You won't have access unless these privileges (or another security role that includes these privileges) are assigned to you.

• The Company Users Provider to Company integration task (also responsible for and known as user integration) runs on a 5-minute interval. It might take up to 10 minutes for any permission changes to take effect in Financial reporting.

  If another user can open Report Designer, select Tools > Integration Status. Verify that the Company Users Provider to Company integration map has run successfully because you were assigned permission to use Financial reporting.

• It might be possible that another error has prevented Dynamics user to Financial reporting user integration from finishing. Or it's possible that a data mart reset has been initiated and not yet completed, or that another system error has occurred. Try running the process again later. If the problem persists, contact your system administrator.

Issue 3 - Can't complete sign-in within Report Designer even if you can proceed with the "ClickOnce Report Designer" sign-in page

Resolution

• The time set on your local computer when you enter your sign-in credentials must be within five minutes of the time on the Financial reporting server. If there's a difference of more than five minutes, the system won't allow sign-in.
• If the time on your computer differs from the time on the Financial reporting server, we recommend enabling the Windows option to set your computer's time automatically.