Set up file formats for the export of a traditional financial statement

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Follow these steps if file formats are not available for selection in the File format field on the Export to tab of the Financial statement form, or if the file format that you want to use is not listed.

Note

This topic includes information about features that were added or changed for cumulative update 6 or later for Microsoft Dynamics AX 2012 R2. This information also applies to AX 2012 R3.

To print financial statements, you can use Management Reporter, or you can use the traditional financial statements that are included with Microsoft Dynamics AX. For more information about printing financial statements using Management Reporter, see Management Reporter for Microsoft Dynamics ERP.

The Financial statement form is available only when the Financial statement (traditional) configuration key is selected.

  1. Click General ledger > Reports > Transactions > Financial statement (traditional).

  2. In the Output type field, select Export to. The Export to tab is displayed.

  3. On the Export to tab, click Setup.

  4. In the Available pane of the File format for the export of the financial statement form, select the relevant file format, and then click the arrow button (<) to move the file format to the Selected pane.

    Alternatively, click the double-arrow button (<<) to move all the file formats to the Selected pane.

  5. Close the form. The file formats that you selected are available in the File format field on the Export to tab.

See also

Generate, print, and export a traditional financial statement