D365 [Health] ERP | Location and Consolidated Reporting for Multi-Location Healthcare Facilities

Next let’s turn from partner portals and talk about your reporting needs and requirements and this can be done both at the location level and at a consolidated level. To accomplish that within D365 Health we’re going to start by enabling your organizational structure from the finance drop down I want to navigate over to the dimensions allow us to set our own filters essentially for how we want to classify or view those transactions that are being created and processed through the system and that can encompass a couple of different things. I might have for example different regions or areas set up within my company I can create a dimension for areas and then a list of values that would allow me to specify which areas I am referring to. So here I’ve broken my operation down into both Europe into a couple of different groupings north and south as well as America. North and south you’ll see that the indentation in my descriptions. This will allow me to create hierarchies inside my organization and view the group as a total or view the individual members within that group that’s a dimension set up to allow me to look at areas I could have other dimensions set up that allow me to break my customers down – small, medium, large. I can do this for locations for territories for areas of responsibility and what I’m creating again with these dimensions and the list of values associated with each dimension type is the ability to then go through and run reports and use those as my filters.

So when it comes time to do consolidated reporting maybe I just want to do a consolidated financial statement. I’ll need to specify my beginning and end dates here and we’ll go ahead and grab all of our history. I can now specify which budget I want to record this against and I can use those dimensions that we just spoke about to create filters here within my setup. So if I want to specify all of my departments I can leave that blank or I could specify a specific department that I wanted to look at. In this case, they tie back to my different locations. I can have additional filters based upon regions or territories or something else.

Once those filters have either been set to give me detail or left blank to give me a summarized view I’m now ready to run that statement through. Now this is just a quick preview we can obviously make the statements far more presentable. Really give them that presentation quality that you might be looking for but for a quick run off to a meeting I need a fast financial statement that allows me to do so and it’s that incorporation again of the dimensions that allow me to be more specific and to do reporting down at the local level or the consolidated level if I leave all of my filters blank.