Financial Management & Reporting in Business Central – Part 1

OOTB (out-of-the-box) Reports & Visuals

• “Role Centre” visuals & reports – these can be extended/personalised
• “Reports and Analysis” reports

Simple CoA and Actuals vs Budget

https://docs.microsoft.com/en-nz/dynamics365/business-central/bi-how-analyze-actual-versus-budget

Account Schedules

To define financial statements for reporting or for display as charts.

https://docs.microsoft.com/en-us/learn/modules/configure-financial-reports-dynamics-365-business-central/

KPI Web Service (based on Account Schedules)

Set up KPIs based on account schedules, which you then publish as web services.

https://docs.microsoft.com/en-nz/dynamics365/business-central/bi-how-to-set-up-and-publish-kpi-web-services-based-on-account-schedules

Analysis Views

Analysis by Dimensions within Analysis Views & Account Schedules; use these to set up Analysis View Cards and Lists

https://docs.microsoft.com/en-us/learn/modules/dimensions-financial-reports-dynamics-365-business-central/

Analysis Reports

For sales, purchases, and inventory modules that aren’t catered to by Account Schedules – start with setting up analysis templates.

https://docs.microsoft.com/en-nz/dynamics365/business-central/bi-how-create-analysis-views-reports

SSRS reports

OOTB Power BI Apps

• For BC available within the Power BI Service (AppSource)
• You can embed within role centre Power BI section, and can even leverage context-specific filtering within BC

Custom Power BI Reports

• Connected to OData/SQL Server for BC within Power BI Service
• You can embed within role centre Power BI section, and can even leverage context-specific filtering within BC provided you’re connected to the OData endpoints directly

https://docs.microsoft.com/en-nz/dynamics365/business-central/admin-powerbi

Excel Reports

• Connected to OData
• Edit lists in Excel
• More functionality in the works

Cashflow Forecast

• Using Artificial Intelligence / Machine Learning within BC
• Late Payment Prediction at an invoice level available as well

https://docs.microsoft.com/en-us/learn/modules/forecast-cash-flow-dynamics-365-business-central/

XBRL Reports

Used mainly global financial reporting to international accounting organisations with the eXtensible Business Reporting Language standard.

https://docs.microsoft.com/en-us/learn/modules/xbrl-reports-dynamics-365-business-central/