Custom financial reports in Microsoft Dynamics AX 2012 for a leading Agricultural Supplies Manufacturer

Overview

Developed and delivered a suite of custom financial reports in Microsoft Dynamics AX 2012 for leading Agricultural supplies manufacturer. The standard out-of-the-box reports in AX 2012 did not fully meet the organization’s business and statutory reporting needs, especially for consolidated and region-specific financial analysis.

Scope

• Analyzed gaps in standard AX 2012 financial reporting.
• Designed and developed multiple custom financial reports tailored to the organization’s operational, statutory, and management reporting requirements.
• Enabled automation of data extraction and formatting for faster financial close and reporting cycles.

Key Activities

• Requirement Analysis: Engaged with finance and management teams to capture reporting requirements across regions.
• Report Design: Designed reporting structures covering areas such as trial balance, profit & loss, balance sheet, intercompany eliminations, and cash flow analysis.
• Development: Built custom reports using the Management Reporter framework.
• Testing & Validation: Conducted functional and UAT testing to ensure accuracy, compliance, and reconciliation with financial statements.
• Documentation: Delivered detailed user manuals and technical documentation for ongoing support.
• Client Coordination: Worked closely with finance controllers to align reports with statutory and management requirements.

Outcome

• Delivered a portfolio of customized financial reports meeting statutory, management, and operational needs.
• Reduced manual data preparation and improved reporting efficiency.
• Enhanced financial visibility for decision-making across entities and regions.
• Improved accuracy and compliance with regulatory reporting standards.