December 2024 Financial Report Decommission

As part of the recent December update, many customers expressed surprise to notice that certain reports under the Financial Reporting application are no longer available.

In June of 2023, an announcement was made that the following reports were to be decommissioned in December of 2024:

Balance Sheet
Trial Balance
Income Statement
Financial Report Any Dimension
Income Statement Analysis
Budget to Actual
Finance Dimension 1 Analysis
Project Analysis
Project Commitment Analysis

Almost all the above reports had a note pointing the user to the location of the replacement reports in the new Financial Reporting area to allow the user 18 months to explore the new report offerings replacing the retiring report options. Once the user selected the radio button prior to launching the report, a notice was displayed with a link to the dashboard for the new reporting option.

The following reports did not have a replacement as they are not considered financial reports but, instead, operational reports as defined in Infor’s Reporting Approach. These reports can be created through the various operational reporting tools such as GL Ad Hoc Report Designer, Account Analysis, Pivot Analysis, Self-Service reports, and the like.

Finance Report Any Dimension
Income Statement Analysis
Finance Dimension 1 Analysis

Additionally, once the user launched a linked report, a note also appeared at the top of the report to, again, notify the user of the plan to remove the report.

A Note About Favorites

Favoriting allows users to save report parameters, settings, preferences, and/or filters for a specific report. The purpose of this feature is not to maintain retired report options. This feature would maintain the saved version of the deprecated report for future use. The intent was to allow users to replicate the same options from the recently deprecated reports to their new report in the new area as directed by the links provided to the second generation of reports. The intent was not to continue to maintain legacy reports. Customers are often frustrated with too many reporting options that serve the same purpose.

Why did Infor do this?

The deprecation was performed to relieve duplicity and to provide all customers with the generation 2 report options that have more features and functions than on the previous generation 1 reports.

The key to remember is that Infor did not remove reports that did not have a viable generation 2 or operational reporting solution. The ask is for customers to become proficient in the use of the new platform on which we can deliver more robust reporting options for our customers while still providing the same basic reporting options they always had while also embracing and leveraging the Infor Reporting Approach.

Next Steps

Now that the deprecation has occurred, customers will need to access the new generation 2 reports. The new reports are located under Financial Reporting but under the first dashboard item.

Here, you can see the list of all the new Generation 2 reports available:

To make this transition easier, use the following crosswalk to learn what Generation 2 report replaces the Generation 1 reports that were deprecated in December of 2024.

Generation 1 Report	Generation 2 Report
Balance Sheet	Comparative Financial Statement (Balance Sheet View) Consolidated Financial Statement (Income Statement View)
Trial Balance	Summary Trial Balance
Income Statement	Comparative Financial Statement (Income Statement View) Consolidated Financial Statement (Income Statement View)
Financial Report Any Dimension	Consider our operational reporting tools
Income Statement Analysis	Consider our operational reporting tools
Budget to Actual	Income Statement Budget Vs Actual Remaining Budget Evaluation
Finance Dimension 1 Analysis	Consider our operational reporting tools
Project Analysis	Project Analysis
Project Commitment Analysis	Remaining Budget Evaluation

In the short term, the favorites would provide for continued use but as stated above, the desire was for customers to embrace the new reporting solutions with all the added features and benefits therein.

Infor has invested a lot of effort and thought into the approach and are ensuring that our solutions also align with this approach to eliminate confusion and duplicity.

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Comments

debbisue-kimbler

Ron - thank you for sending these details.

Yes, the decommission notice was sent to clients in June of 2023. The notice listed the reports being decommissioned and which reports would remain after December 31, 2024. Clients were advised that they could continue to use these reports, and that Infor would no longer provide development or maintenance after December 31, 2024. Additional information was noted to be included in KB Article 2249246.

We understand there are options for the decommissioned reporting, however the options are significantly time consuming when you have potentially 100’s of reports to create, design, and validate. In the weekly Innovation Insight sessions there were demonstrations on various new reporting tools/options HOWEVER the connection that these were the solution to replace these decommissioned reports was not made or was missed.

Finally, once this notice was sent there does not appear to have been any further communication to clients. There were no sessions (that we were aware of) scheduled to help provide customers with assistance on moving existing reports or any guidance on how the future of reporting would look with this change. Our Corporate Controller and System Director of Accounting both have a significant number of saved reports and are extremely upset that they are unable to simply “Update” their existing reports to the new version. Recreating these reports will take a significant amount of time and could potentially impact our closing process.

We are venturing to guess that this notification would not have been sent unless a number of customers are having issues with this decommission. Since there appears to be a lack of FOLLOW-UP after the initial notification sent 18 months ago, is there a plan in place to assist current users with ‘moving’ their existing saved reports?

ron-newberry-jr

Thanks, DebbieSue for the reply. I do completely understand that moving potentially hundreds of reports would be time consuming which is why we allowed 18 months for customers to make that change. When you say you had created hundreds, are you saying you saved them as favorites? If so, the favorites also should still be available but, again, the hope was to move customers to the new platform with that 18-month lead time.

All "further communication" was provided on screen with the individual reports having a note of, "Have you tried the new reports" as well as a deprecation note at the top of the rendered report.

We have only received a couple of communications about this situation; however, I felt it best to get this information out sooner rather than later.

Unfortunately, since the entire report platform has changed between the generation 1 and generation 2 reports, there is no migration path or easy button to move the reports.

sally-schlichter

A few weeks ago, we've opened a case on the report decommission. See CS0628719. Our finance staff is very frustrated with not only the report decommission but the changes being made to the screen filter within the account analysis. DebbieSue is not alone in being disappointed in the generation 2 reports.

Why can't Infor provide replacements within the application of real-time data for GL291, GL292, and GL293?

lawrence-miloscia

Susan @ Salem Health: Your question goes much deeper than the decommissioning of the generation 1 reports. The REAL question here is: why weren't the Lawson GL29x series of reports not replicated when CSF was released years ago??? And why wasn't RW100 and its components replicated??? Truly sad - we ended up building our reports outside of the Infor system because the delivered reports just did not cut it for us. And while I still complain about having to run the reports outside of the system, I guess today I'm in a better position as I'm not subject to the latest iteration of a report system. So sorry for your troubles - but you are DEFINITELY not alone. We truly miss the Lawson v.10 days.

sally-schlichter

Thanks Larry - that is the simple request to replace the basic reports that we lost when we upgraded. We don't need AI or widgets or dashboards or IDM, just give us the ability to run basic financial reports.

Rebecca Ward

Hi all,

Valley's financial staff are also extremely frustrated by this change. The new Trail Balance and Project Analysis BIFSM reports are not a 1:1 replacement, and my business customers do not like the export/charts/layout functionality of the replacement reports.

We were aware of the decommissioning of reports and planned accordingly, so I thought. I made copies via AS, of the filters and reports and moved them into our custom report section. If a list view needed to be replaced, that change was made.

Unfortunately, not all my business customers can see the filter or data. I have set the defaults on the report variables for the impacted users; however, this still did not resolve the lack of visibility. Which again is frustrating as the issue is not with all users, only some users. It is not a permission issue as these customers have the correct financial role to view reports and data.

I have not yet submitted a case, assuming that INFOR will not provide support for a custom one-off report. @ron-newberry-jr , if that is not a true statement, please let me know.

I understand that the desire was for customers to use and embrace the new reporting solution, however even in print mode, the export functionality is limited, per case# CS0499946. I was told this is on the road map.

We also attempted to recreate the Trail Balance report in the GL Report Designer tool, however there is limitation on multi-select in filters and no way to modify the date filter, which was a hard stop. I have an ER for these issues, and one will be included in the April 2025 release.

What we are finding the most frustrating with the replacements, albeit are pretty and have graphs, this is not how my financial customers use these reports. Providing them with an alternative has been difficult and only adding their frustration.

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