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 |
| OOTB (out-of-the-box) Reports & Visuals |
| |
| 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. | |
| KPI Web Service (based on Account Schedules) | Set up KPIs based on account schedules, which you then publish as web services. | |
| Analysis Views | Analysis by Dimensions within Analysis Views & Account Schedules; use these to set up Analysis View Cards and Lists | |
| 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
Custom Power BI Reports
| https://docs.microsoft.com/en-nz/dynamics365/business-central/admin-powerbi |
| Excel Reports |
| |
| Cashflow Forecast |
| 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/ |
