Walkerscott recently organized a webinar on best practices in Financial Management & Reporting in Business Central. Included below is a cheat sheet for all available reporting within BC with links to detailed articles – visit Part 2 of this blog for a more nuanced viewpoint on choosing the right reporting solution for your organization, with a link to a recording of our webinar as well.
| Type | Comments | Link |
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OOTB (out-of-the-box) Reports & Visuals |
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Simple CoA and Actuals vs Budget |
https://docs.microsoft.com/en-nz/dynamics365/business-central/bi-how-analyze-actual-versus-budget |
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Account Schedules |
To define financial statements for reporting or for display as charts. |
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KPI Web Service (based on Account Schedules) |
Set up KPIs based on account schedules, which you then publish as web services. |
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Analysis Views |
Analysis by Dimensions within Analysis Views & Account Schedules; use these to set up Analysis View Cards and Lists |
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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 |
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SSRS reports |
OOTB Power BI Apps
Custom Power BI Reports
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https://docs.microsoft.com/en-nz/dynamics365/business-central/admin-powerbi |
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Excel Reports |
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Cashflow Forecast |
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https://docs.microsoft.com/en-us/learn/modules/forecast-cash-flow-dynamics-365-business-central/ |
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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/ |
