Accounts receivable reports and analytics
To help you manage your accounts receivable in Business Central, standard reports and analytics are built in. It goes beyond traditional reporting constraints to help you efficiently design various types of reports.
Reports
The following table describes some of the key reports in accounts receivable. The reports are designed to help different roles in finance and collections departments make informed decisions.
| To... | Open in Business Central (CTRL+select) | Learn more | ID |
|---|---|---|---|
| Get an overview of basic information for your customers. | Customer List | About Customer List | 101 |
| Check whether all entries for a specific customer are accounted for, or for other internal checks on customer ledgers. | Customer - Detail Trial Balance | About Customer - Detail Trial Balance | 104 |
| Analyse unshipped orders to understand your expected sales volume. Forecast your monthly sales revenue. | Customer - Order Summary | About Customer - Order Summary | 107 |
| Analyse outstanding sales orders and understand expected sales volumes for customers. Compare your overall outstanding shipments with the planned shipment date and find overdue back orders. | Customer - Order Detail | About Customer - Order Detail | 108 |
| This is a legacy version of an accounts receivables ageing report. We recommend you use the Aged Accounts Receivables report instead. | Customer - Summary Ageing Simp. | About Customer - Summary Ageing Simp. | 109 |
| Review customers with the most transactions in a selected period to identify sales trends and manage debt collections. | Customer - Top 10 List | About Customer - Top 10 List | 111 |
| Analyse earnings from an individual customer or trends in earnings. | Sales Statistics | About Sales Statistics | 112 |
| Analyse item sales per customer to understand sales trends, optimise inventory management, and improve marketing efforts. Assess the relationship between discounts, sales amounts, and volume of item sales. | Customer/Item Sales | About Customer/Item Sales | 113 |
| Analyse customer balances at the end of each period. Use as a gauge to measure the reliability of debt collections for your customers. Easily reconcile the customer subledger against the receivables accounts in the general ledger, assuming that direct posting is disabled. | Aged Accounts Receivables | About Aged Accounts Receivables | 120 |
| Generate customer statements to get a clear summary of amounts due. You can share the amounts with customers to follow up on payments. For example, if you need to close an accounting period or fiscal year. | Customer - Balance to Date | About Customer - Balance to Date | 121 |
| Analyse and reconcile customer balances at the end of a period. Explore opening balances, transactions within the period, and closing balances for customers. | Customer Trial Balance | About Customer Trial Balance | 129 |
| Send a report to customers who want documentation for receipt of payment. | Customer - Payment Receipt | About Customer - Payment Receipt | 211 |
| Send customers an overview of outstanding amounts, and also use as a payment reminder about overdue amounts. | Customer Statement | About Customer Statement | 1316 |
Explore finance reports with Report Explorer
To get an overview of the reports that are available for finance, choose All Reports on your Home page. This action opens the Role Explorer, which is filtered to the features in the Report & Analysis option. Under the Finance heading, choose Explore.
To learn more, go to Finding pages and reports with the role explorer.
See also
Key financial reports
Ad hoc analysis on finance data
Financial analytics
Sales analytics
Accountant Experiences in Dynamics 365 Business Central