Exercise - Create a financial report
This exercise is written to use the Cronus sample company from the US version of Business Central. You might need to make adjustments to the steps if you use the sample company from your country or region.
Task
Get started setting up a financial report with a couple of lines to understand how to design your Business Central financial reports.
Steps
Select the Search for Page icon in the top-right corner of the page, enter financial reports, and then select the related link.
Select New.
In the Name field enter sales.
In the Description field, enter Sales Report for the title of the report.
Select the Row Definition field and select New.
In the Name field, enter sales.
In the Description field, enter Company Sales.
Select Edit Row Definition.
In the Row No. field, enter R10.
In the Description field, enter Sales services.
In the Totaling Type field, select Posting Accounts.
In the Totaling field, click ... to search for accounts.
Select the 40100 account, Income Services.
Select the 40250 account, Job Sales.
Select OK.
In the Row Type field, select Net Change.
In the Amount Type field, select Net Amount.
Select the Show Opposite Sign field.
Select Yes in the Show field.
Close the row definition.
Select OK to choose the row definition for the new financial report.