Report overview

Business Central comes with many built-in reports that businesses can use out-of-the-box.

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Financial reports

The following table describes some key financial reports. The reports are designed to help different roles in finance departments make informed decisions that optimise their operations.

To...	Open in Business Central (CTRL+select)	Learn more	ID
Audit and reconcile general ledger balances at the end of a period by viewing the net change, opening balance, each transaction in the period, and the closing balance grouped by G/L account.	Detail Trial Balance	About Detail Trial Balance	4
View a snapshot of your chart of accounts at a given point to check the debit and credit net change and closing balance.	Trial Balance	About Trial Balance	6
View a snapshot of your chart of accounts at a given point to check the debit and credit net change and closing balance compared to the same period in the previous calendar year.	Trial Balance/Previous Year	About Trial Balance/Previous Year	7
View a snapshot of your chart of accounts at a given point to check the debit and credit net change and closing balance compared to the budget.	Trial Balance/Budget	About Trial Balance/Budget	8A-8B Net Amt. of Your Obligations (9)
Check end of financial year figures, excluding closing entries, and compare this year and the previous year.	Closing Trial Balance	About Closing Trial Balance	10
Analyse your chart of accounts with a configurable view of general ledger accounts. Simplifies reporting for typical scenarios such as balance sheets, income statements, and cash flow statements.	Financial Report	About Financial Report	25
Analyse your general ledger with dimension totals by building a groups of dimensions for combinations of dimension values, and calculate a general ledger balance total for each segment.	Dimensions - Total	About Dimensions - Total	27
Analyse your general ledger with dimension detail by building groups of dimensions for combinations of dimension values, and view a breakdown of general ledger entries for each segment.	Dimensions - Detail	About Dimensions - Detail	28
Understand the transactions for control general ledger accounts, and find discrepancies between general ledger and customer and vendor ledgers.	Reconcile Cust. and Vend. Accs	About Reconcile Cust. and Vend. Accs	33
Get a detailed breakdown of your closing balances over 12 accounting periods for each general ledger account.	Trial Balance by Period	About Trial Balance by Period	38
Get a combined overview of general ledger entries for two or more companies in one consolidated company. Use this report to analyse consolidated financial data from multiple companies. Learn more at Set Up Company Consolidation.	Consolidated Trial Balance		10007
Get a combined overview of general ledger entries for two or more companies in one consolidated company. This version of the report lets you display up to four business units as columns. Learn more at Set Up Company Consolidation. Use this report to analyse consolidated financial data from multiple companies.	Consolidated Trial Balance (4)		10008

For more information, see Financial Reports and Analytics in Business Central.

Accounts receivable 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

For more information, see Accounts Receivable Reports and Analytics in Business Central.

Accounts payable reports

The following table describes some key reports for accounts payable. The reports are designed to help different roles in the finance departments make informed decisions.

To...	Open in Business Central (CTRL+select)	Learn more	ID
Maintain information about the vendor.	Vendor - List	About Vendor - List	301
Analyse and reconcile vendor balances at the end of a period.	Vendor - Detail Trial Balance	About Vendor - Detail Trial Balance	304
This is a legacy report for aged accounts payable. We recommend that you use Aged Accounts Payables report instead.	Vendor - Summary Ageing	About Vendor - Summary Ageing	305
Analyse outstanding purchase orders to understand expected purchase volume. Forecast your monthly expected costs and expenses.	Vendor - Order Summary	About Vendor - Order Summary	307
Analyse outstanding purchase orders and understand expected purchase volume from vendors. Compare overall outstanding receipts with the expected receipt date and highlight overdue back orders.	Vendor - Order Detail	About Vendor - Order Detail	308
Analyse the effect of vendors on cash flow, and prioritise vendor payments.	Vendor - Top 10 List	About Vendor - Top 10 List	311
Track vendor performance and ensure that your company gets the best value for money.	Purchase Statistics	About Purchase Statistics	312
Analyse item purchases per vendor to manage inventory procurement and improve supply chain processes. Assess the relationship between discounts, cost amounts, and volume of item purchases.	Vendor/Item Purchases	About Vendor/Item Purchases	313
Check payments before you create payment files and post the journal.	Vendor Pre-Payment Journal	About Vendor Pre-Payment Journal	317
Get a checklist of all vendor ledger entries where the invoice is in dispute and the On Hold field isn't blank.	Payments on Hold	About Payments on Hold	319
Track your outstanding payables and manage your vendor relationships.	Vendor - Balance to Date	About Vendor - Balance to Date	321
Analyse vendor balances at the end of each period. Monitor unpaid invoices, and prioritise payments for overdue accounts. Easily reconcile vendor subledgers against payables accounts in the general ledger, assuming that direct posting is disabled.	Aged Accounts Payable	About Aged Accounts Payable	322
Analyse the closing balance of vendors at the end of the period and reconcile the vendor subledger against the payables accounts in the general ledger.	Vendor - Trial Balance	About Vendor - Trial Balance	329

For more information, see Accounts Payable Reports and Analytics in Business Central.

Sustainability reports

The following table describes some of the key reports in sustainability.

Report	Description	ID
Total Emissions	Shows the sum of greenhouse gas emissions per different scopes and their participation it total emission. There are also analyses about total emissions per account through a period, or only total emission for each through a period.	6212
Emission Per Facility	Shows the sum of greenhouse gas emissions per facility - responsibility centre. There are also analyses about emissions by scope and responsibility centre or country/region code, and by account and responsibility centre or country/region code.	6211
Emission By Category	Shows the sum and average amounts of greenhouse gas emissions by category with or without details. There are also analyses that show detailed emissions per posted document.	6210

For more information, see Sustainability reports.

Sales reports

The following table describes some of the key reports for sales. The reports help different roles in sales departments make informed decisions that optimise their operations.

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
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
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 Note! This report isn't available in the US, Canada, and Mexico. Instead, use the Customer Sales Statistics (10047) report.	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
Get an overview of customer sales for a period. Use the overview to report to the customs and tax authorities.	Customer - Sales list	About Customer - Sales list	119
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
Get an overview of the items that are available to fulfil sales orders and ensure that inventory reservations are accurate.	Sales Reservation Avail.	About Sales Reservation Avail.	209
Analyse outstanding sales orders to understand expected sales volumes for items. To highlight overdue back orders, compare overall outstanding shipments with the planned shipment dates.	Inventory Order Details	About Inventory Order Details	708
Get an overview of sales orders that you can't fulfil because items are out-of-stock.	Inventory Sales Back Orders	About Inventory Sales Back Orders	718
Explore sales orders that are covered when you pick items from inventory.	Inventory Picking List	About Inventory Picking List	813

For more information, see Sales Reports and Analytics in Business Central.

Purchase reports

The following table describes some of the key reports related to purchasing. The reports help different roles in purchasing departments make informed decisions to optimise their operations.

To...	Open in Business Central (CTRL+select)	Learn more	ID
Maintain information about the vendor.	Vendor - List	About Vendor - List	301
Analyse and reconcile vendor balances at the end of a period.	Vendor - Detail Trial Balance	About Vendor - Detail Trial Balance	304
Analyse outstanding purchase orders to understand expected purchase volume. Forecast your monthly expected costs and expenses.	Vendor - Order Summary	About Vendor - Order Summary	307
Analyse outstanding purchase orders and understand expected purchase volume from vendors. Compare overall outstanding receipts with the expected receipt date and highlight overdue back orders.	Vendor - Order Detail	About Vendor - Order Detail	308
Analyse the effect of vendors on cash flow, and prioritise vendor payments.	Vendor - Top 10 List	About Vendor - Top 10 List	311
Track vendor performance and ensure that your company gets the best value for money.	Purchase Statistics	About Purchase Statistics	312
Analyse item purchases per vendor to manage inventory procurement and improve supply chain processes. Assess the relationship between discounts, cost amounts, and volume of item purchases.	Vendor/Item Purchases	About Vendor/Item Purchases	313
Get a checklist of all vendor ledger entries where the invoice is in dispute and the On Hold field isn't blank.	Payments on Hold	About Payments on Hold	319
Get a list of vendors by item or items per vendor.	Vendor Item catalogue Note: This report isn't available in the US, Canada, and Mexico. Instead, use the Item/Vendor Catalogue (10164) report.	About Vendor Item catalogue	320
Analyse vendor balances at the end of each period. Monitor unpaid invoices, and prioritise payments for overdue accounts. Easily reconcile vendor subledgers against payables accounts in the general ledger, assuming that direct posting is disabled.	Aged Accounts Payable	About Aged Accounts Payable	322
Analyse the closing balance of vendors at the end of the period and reconcile the vendor subledger against the payables accounts in the general ledger.	Vendor - Trial Balance	About Vendor - Trial Balance	329
Explore the availability of items for shipment on purchase documents, such as return orders.	Purchase Reservation Availability	About Purchase Reservation Availability	409
Analyse outstanding purchase orders to understand expected purchase volume for items. Compare overall outstanding receipts with the expected receipt date to highlight overdue back orders.	Inventory Purchase Orders	About Inventory Purchase Orders	709
Analyse your vendor purchases per item to manage inventory procurement and improve supply chain processes. Assess the relationship between discounts, cost amount, and volume of item purchases.	Inventory Vendor Purchases	About Inventory Vendor Purchases	714

For more information, see Purchasing Reports and Analytics in Business Central.

Inventory and warehouse reports

The following table describes some of the key reports in inventory and warehouse management.

To...	Open in Business Central (CTRL+select)	Learn more	ID
Review inventory movements, such as sales, purchases, and stock transfers for a selected item in a time period to determine the basis of the current quantity in inventory.	Inventory - Transaction Detail	About Inventory - Transaction Detail	704
Get an overview of specific items and stock-keeping units, and their availability.	Inventory Availability Plan	About Inventory - Transaction Detail	707
Analyse outstanding sales orders to understand your expected sales volume for items. To highlight overdue back orders, compare your overall outstanding shipments with the planned shipment date.	Inventory Order Details	About Inventory Order Details	708
Analyse outstanding purchase orders to understand the expected purchase volume for items. Compare overall outstanding receipts with the expected receipt date to highlight overdue back orders.	Inventory Purchase Orders	About Inventory Purchase Orders	709
Review the highest or lowest selling items based on quantity and amount over a selected period to assist with purchase planning.	Inventory Top 10 List	About Inventory Top 10 List	711
Analyse customer sales per item to understand sales trends, optimise inventory management, and improve marketing efforts. Assess the relationship between discounts, sales amounts, and volume of item sales.	Inventory Customer Sales	About Inventory Customer Sales	713
Analyse vendor purchases per item to manage inventory procurement and improve supply chain processes. Assess the relationship between discounts, cost amounts, and volume of item purchases.	Inventory Vendor Purchases	About Inventory Vendor Purchases	714
Analyse and manage your inventory costs and pricing strategies.	Inventory Cost and price list	About Inventory Cost and price list	716
Get an overview of sales orders that you can't fulfil because items are out-of-stock.	Inventory Sales Back Orders	About Inventory Sales Back Orders	718
Explore sales orders that are covered when you pick items from inventory.	Inventory Picking List	About Inventory Picking List	813
Reconcile your inventory subledger with inventory accounts in the general ledger at the end of each period. Analyse changes to expected costs posted during the period, and determine the value of on-hand inventory for financial reporting.	Inventory Valuation Note: This report isn't available in the US, Canada, and Mexico. Instead, use the localised version of the Inventory Valuation (10139) report.	About Inventory Valuation	1001
Analyse posted sales or purchase item charges to assess added costs, such as freight and physical handling.	Item Charges - Specification	About Item Charges - Specification	5806
Review the age of stock in your warehouse by quantity to identify unused or slow moving inventory.	Item Age Composition - Quantity	About Item Age Composition - Quantity	5807
Review the age of stock in your warehouse by value to identify unused or slow moving inventory.	Item Age Composition - Value	About Item Age Composition - Value	5808
Highlight on-hand stock that's expired or will soon.	Item Expiration - Quantity	About Item Expiration - Quantity	5809
Analyse item entries with dimension details by building groups of dimensions for combinations of dimension values, and view a breakdown of value entries for each group.	Item Dimensions - Detail	About Item Dimensions - Detail	7150
Analyse item entries with dimension totals by building a groups of dimensions for combinations of dimension values, and view a calculated total based on columns you define. For example, net change, balance at date, and actual vs. budget.	Item Dimensions - Total	About Item Dimensions - Total	7151
Get an overview of source documents that are open, have items that are shipped, or are due to ship for each location.	Warehouse Shipment Status	About Warehouse Shipment Status	7313
Get an overview of warehouse bins, their setup, and the quantity of items in them.	Warehouse Bin List	About Warehouse Bin List	7319
Get an overview of adjustment bin usage (for advanced warehouse scenarios).	Warehouse Adjustment Bin	About Warehouse Adjustment Bin	7320

For more information, see Inventory and Warehouse Reports and Analytics in Business Central.

Project reports

The following table describes some of the key reports in jobs reporting.

Report	Description	Id
Project Analysis	Analyses your project by using settings that you specify. For example, you can create a report that shows you the budgeted prices, usage prices, and billable prices, and then compares the three sets of prices. Use a combination of the available Amount fields to create your own analysis. For each field, select one of the following prices, costs, or profit values: Schedule, Usage, Contract, and Invoiced. Select whether the currency is specified in Local Currency or Foreign Currency.	1008
Project Planning Lines	This report shows the different planning and project task lines – including the line type, quantities, unit of measure, total costs, etc.	1006
Project Actual to Budget	Compares scheduled and usage amounts for selected projects. All lines of the selected job show quantity, total cost, and line amount. This report is intended for completed jobs, although you can use it at any time during a job. In the US, Canada, and Mexico, this report is not available. Instead, use the Project Actual to Budget (Cost) (10210) or Project Actual to Budget (Price) (10211) reports.	1009
Project Suggested Billing	Shows a list of all projects, grouped by customer, how much the customer has already been invoiced, and how much remains to be invoiced, that is, the suggested billing. In the US, Canada, and Mexico, this report is not available. Instead, use the Project Cost Suggested Billing (10219) report.	1011
Projects per Customer	Shows a list of all projects, grouped by customer. It allows you to compare the scheduled price, the percentage of completion, the invoiced price, and the percentage of invoiced amounts for each Bill-to Customer.	1012
Items per Project	An overview about the used items in a project. Depending on the report that you want to use to get an overview about the planned items for a project, you can set an additional filter. The report shows the relevant items and an accumulated value about the costs.	1013
Project per Item	An overview about the used items in a project. Depending on the report that you want to use to get an overview about the planned items for a project, you can set an additional filter. The report shows the relevant items and an accumulated value about the costs.	1014
Project Transaction Detail	This report will give you an overview over the posted project tasks like resources and items. Includes a detailed information about the total costs and total prices plus an information concerning line discounts,and so on. The report shows data from the project ledger entries.	1007
Project WIP to G/L	Shows the value of work in process on the projects that you select compared to the amount that has been posted in the general ledger.	1010

For more information, see Project Reports and Analytics in Business Central.

Fixed assets reports

The following table describes some of the key reports in fixed assets management.

To...	Open in Business Central (CTRL+select)	Learn more	ID
Get help with tasks such as reconciling asset values with your general ledger (G/L) and reviewing net values and write down values.	Fixed Asset Analysis	About Fixed Asset Analysis	5600
Get a comprehensive list of all fixed assets that an organisation owned at a specific point in time.	Fixed Asset List	About Fixed Asset List	5601
Get an organised, detailed overview of all transactions for your fixed assets.	Fixed Asset Register	About Fixed Asset Register	5603
Get details about transactions and reference data that can help you manage your fixed assets.	Fixed Asset Details	About Fixed Asset Details	5604
Get detailed or summarised information about acquisition cost, depreciation value and book value for groups of fixed assets.	Fixed Asset Book Value 01	About Fixed Asset Book Value 01	5605
View the movement in valuation of fixed assets over a period of time, with a breakdown of values under additions and disposals during the period. If needed, further group the information under classes and subclasses.	Fixed Asset Book Value 02	About Fixed Asset Book Value 02	5606
Explore projected depreciation amounts and book value for a future period for your fixed assets.	Fixed Asset Projected Value	About Fixed Asset Projected Value	5607
Get a list of all assets acquired in a given date range. You can also include fixed assets that are created but aren't acquired.	Fixed Asset - Acquisition List	About Fixed Asset - Acquisition List	5608
Get help with reconciling fixed assets transactions to the general ledger. Typically used to validate disposal entries.	Fixed Asset G/L Analysis	About Fixed Asset G/L Analysis	5610

For more information, see Fixed Assets Reports and Analytics in Business Central.

Assembly reports

The following table describes some of the key reports in assembly.

To...	Open in Business Central (CTRL+select)	Learn more	ID
Get an overview of assembly bills of materials (BOMs), including BOMs that are part of the main BOM.	Assembly BOMs	About Assembly BOMs	801
Ensure that you fulfil sales orders for assembly or production on time. The report shows key availability figures for supply and demand that support decisions about when, and how many, orders you can fulfil. This analysis helps you maintain a smooth production flow, meet delivery deadlines and optimise inventory levels.	Item - Able to Make (Time)	About Item - Able to Make (Time)	5871
Helps you decide whether to change component suppliers or replace internal resources with outsourced labour (or vice versa). It can also help you review and modify an item's bill of materials.	BOM Cost Share Distribution	About BOM Cost Share Distribution	5872
Get a list of the bill of materials that the selected items are components of. Use the report when you must change a component in a BOM. For example, if your vendor can't deliver an item that you use for assembly or production.	Where-used list	About Where-used list	809
Get an overview of the components in an item's bill of materials, for both assembly and production.	BOM - Raw Materials	About BOM - Raw Materials	810
Get an overview of the components in a sub-assembly bill of materials, for both assembly and production.	BOM - Sub-Assemblies	About BOM - Sub-Assemblies	811
Get a list of items or bill of materials (BOMs) that aren't components in other BOMs.	Assembly BOM - End Items	About Assembly BOM - End Items	812
Analyse the quantity, cost, sales and profit figures of assembly components. For example, decide whether to price a kit differently or stop or start using an item in assemblies.	Assemble to order - Sales	About Assemble to order - Sales	915

For more information, see Assembly Management Reports and Analytics in Business Central.

Production reports

The following table describes some of the key reports for production.

To...	Open in Business Central (CTRL+select)	Learn more	ID
Get an in-depth analysis of the bills of materials (BOMs) for selected manufacturing items. Offers a clear hierarchy of components. Subcomponents are indented below their parent items.	Quantity Explosion of BOM	About Quantity Explosion of BOM	99000753
Analyse the manufacturing costs for an item, including production bill of materials details, routing operations and associated expenses. Scrap costs are accounted for, which gives you an accurate total cost for producing items.	Detailed Calculation	About Detailed Calculation	99000756
Get an overview of where, and in what quantities, you use items in the product structures of other item.	Where-Used (Top Level)	About Where-Used (Top Level)	99000757
Compare the costs of similar final products.	Item BOM Compare list	About Item BOM Compare list	99000758
Explore the details of the components and operations needed to complete a production order.	Prod. Order - Job Card	About Prod. Order - Job Card	99000762
Get a list of your production orders and their costs.	Prod. Order - Calculation	About Prod. Order - Calculation	99000767
Analyse the capacity of work centres or machine centres.	Capacity Task list	About Capacity Task list	99000780
Analyse the load on a work centre.	Work Centre Load	About Work Centre Load	99000783
Analyse the load on a machine centre.	Machine Centre Load	About Machine Centre Load	99000784
Conduct a thorough examination of your component requirements and assess the availability of stock on the projected due dates. Identify discrepancies between the required components and their inventory levels, and ensure that all materials are available for consumption when they're needed. Proactively address potential shortages and avoid delays in production processes.	Prod. Order Shortage list	About Prod. Order Shortage list	99000788
Analyse your actual costs and variance from expected cost for production orders. The analysis helps you make key decisions about your production and its costs.	Production Order Statistics	About Production Order Statistics	99000791

For more information, see Production Reports and Analytics in Business Central.

See also

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Analytics overview

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