Report Overview
Business Central comes with many built-in reports that can be used out-of-the-box to support your business.
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Key Financial Reports
The following table describes some key financial reports.
| Report | Description | ID |
|---|---|---|
| Trial Balance | Shows the chart of accounts with balances and net changes. You can choose to see a trial balance for selected dimensions or use the report at the close of an accounting period or fiscal year. | 6 |
| Trial Balance by Period | Shows the opening balance by general ledger account, the movements in the selected period of month, quarter, or year, and the resulting closing balance. Tip: Can be used to display profit and loss (P&L) with a total for each month. |
38 |
| Trial Balance/Budget | Shows a trial balance in comparison to a budget. You can choose to see a trial balance for selected dimensions. Use this report at the close of an accounting period or fiscal year. | 9 |
| Detailed Trial Balance | Shows a detailed trial balance for selected general ledger accounts. You can define which accounts are included in the report by setting filters. Use this report at the close of an accounting period or fiscal year. | 4 |
| Trial Balance/Previous Year | Shows a trial balance in comparison to the previous year's figures. You can choose to see a trial balance for selected dimensions. Use this report at the close of an accounting period or fiscal year. The previous year means the same period one calendar year earlier. | 7 |
| Financial Report | Financial reports can be used to display general ledger accounts in a different way than in the chart of accounts. For example, financial reports can be used to report on key figures. | 25 |
| Consolidated Trial Balance | Shows a combined overview of general ledger entries for two or more companies in one consolidated company. Use this to report on consolidated financial data from multiple companies. Learn more at Set Up Company Consolidation. | 17 |
| Consolidated Trial Balance (4) | Shows 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 to report on consolidated financial data from multiple companies. | 18 |
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 reporting.
| Report | Description | Id |
|---|---|---|
| Aged Accounts Receivables | Shows the amount outstanding with customers broken down into time intervals for the overdue time. The report also displays the part of the customers' balance that is not due and can be shown with or without document details for each customer. This report is the main report for reconciling customer ledger to G/L. Assuming you have not allowed direct posting to the accounts used in the customer posting groups' receivables account, this report is a specification of the amounts you find in G/L. | 120 |
| Customer Statement | Generates a customer statement for a specified time interval. It's usually sent to the customers to give them an overview of outstanding amounts and also as a reminder to pay any overdue amounts. You can choose to show the overdue amounts in a separate section. You can include an aging band similar to the one used in the Aged Receivables report. For the aging band, you typically set 30D, which means 30 days intervals such as30, 60, 90, and 90+ days overdue, from the ending date, or 1M+CM, which will be the current month in a separate interval and then monthly intervals for the preceding months. Note: In the customer list, this report also has a separate action, Scheduled Statements. This option does not filter to the customer you have selected. It's the same report but used when you want to send statement to all/more customers. You can filter the report so that it shows only entries that are still open for the customer. To apply the filter when you're setting up the report, in the Statement Style field, choose Open Items. | 1316 |
| Customer - Balance to Date | Shows the open customer ledger entries until the ending date. This report shows similar content as the customer statement but with no indication if the entry is overdue. Note: The date filter will be applied to the detailed customer ledger entries. This means that if you have payments later than the ending date that have been applied to invoices in within the date range, the invoices will appear in the report as they have not been closed as per the ending date. | 121 |
| Customer - Trial Balance | Shows the net changes for customers for the period specified in the date filter as well as the net change year-to-date for the fiscal year corresponding to the period selected. The report is grouped by customer posting groups and will give a different view of the customer ledger than the Aged Account Receivables report. Note: If you haven't set up any accounting period, the system will not know what fiscal year to use and will either show year-to-date from the most recent fiscal year defined or just select the period, which may or may not be from beginning of a year. | 129 |
| Customer - Detail Trial Balance | Shows all the customer ledger entries within the specified date filter. This report is generally used to check that all entries for a specific customer are accounted for, or other internal checks on customer ledgers. | 104 |
| Customer - Payment Receipt | Creates a payment receipt for each customer ledger entry of type Payment. If the payment has been applied to invoices, the invoices will be specified; otherwise, it will just state the payment amount as unapplied. This report is used to send to customers that want documentation for receipt of payment. | 211 |
| Reconcile Customer and Vendor Accounts | Shows the G/L entries resulting from posting customer and vendor entries split per G/L account and posting groups. This report is used for reconciling the balances on customer and vendor ledgers to general ledger balances. | 33 |
| Customer - Summary Aging Simp. | This is a legacy version of an accounts receivables aging report. We recommend you use the Aged Accounts Receivables report instead. | 109 |
| Sales Statistics | Shows amounts for sales, profit, invoice discount, and payment discount in LCY, and the profit percentage for each customer. The costs and profits are given as both the original and adjusted amounts. The original costs and profits are those values that were calculated at the time of posting, and the adjusted costs and profits reflect changes to the original costs of the items in the sales. The cost adjustment amount shown in the report is the difference between the original cost and the adjusted cost. The figures are divided into three periods. You can select the length of the period, starting on a selected date. There are also columns for amounts before and after the three periods. Use the report to analyze earnings from an individual customer and earnings trends, for example. In the US, Canada, and Mexico, this report is not available. Instead, use the Customer Sales Statistics (10047) report. This report can also be used in accounts receivable as it's easier to do a quick look-up of posted payments, discounts, and sales for a given customer. |
112 |
| Customer List | Shows various kinds of basic information for customers, such as customer posting group, discount group, finance charge and payment information, salesperson, the customer's default currency and credit limit in your local currency (LCY), and the customer's current balance (in LCY). The report can be used, for example, to maintain the information in the Customer table. | 101 |
For more information, see Accounts Receivable Reports and Analytics in Business Central
Accounts Payable Reports
The following table describes some of the key reports in accounts payable reporting.
| Report | Description | ID |
|---|---|---|
| Aged Accounts Payable | Shows overdue balances for vendors in overdue time intervals. The overdue amounts can be shown by due date, posting date, or by document date as needed. You can choose to show the amounts in local currency (LCY) and print details of the overdue documents. The time intervals can have headings with dates or with number of dates overdue, relative to the specified aging by type. This report is the main report for reconciling vendor ledger to G/L. Assuming that you don't post directly to the payables account for the vendor posting group, this report is a specification of the amounts in the general ledger. |
322 |
| Vendor - Balance to Date | Shows the vendor balance by the ending date of the specified date range. You can choose to display the vendor balance in your local currency (LCY). Select the Include Unapplied Entries field to show entries that have been closed by the ending date but have been un-applied (opened) at a later date. Select the Show Entries with Zero Balance to show vendors with a balance of zero by the ending date of the date filter. The date filter applies to the detailed vendor ledger entries for the entries in the report. If a payment was made after the ending date, and the payment was applied to invoices within the date range, the report includes the invoice. The report includes the invoice because it wasn't closed before the ending date. | 321 |
| Vendor - Trial Balance | Shows the net changes for vendors for the period specified in the date filter, and the net change year-to-date for the corresponding fiscal year. The report is grouped by vendor posting groups and will give a different view of the vendor ledger than the Aged Accounts Payable report. Note: If you haven't set up accounting periods, Business Central won't know which fiscal year to use. It will either show the year-to-date from the most recent fiscal year or just select the period. The date might not be from the beginning of a year. | 329 |
| Vendor - Detail Trial Balance | Shows all the vendor ledger entries within the specified date filter. The report shows the vendor's beginning balances relative to the date filter. | 304 |
| Purchase Statistics | Shows purchase statistics for each vendor. This includes information for five periods, starting on the date that you specify. The report includes the total purchases, payments, finance charges, and discount information including the payment discounts taken and lost. Statistics are calculated for purchases before the date entered, at three one-month intervals from the date entered, and for a period including all purchases made after the third one-month interval. This report can also be used in accounts payable as it's easier to do a quick look-up of posted payments, discounts, and other transactions for a given vendor. |
312 |
| Vendor - Summary Aging | Legacy report for aged accounts payable. We recommend that you use Aged Accounts Payables report instead. You can choose a period length and a date to use as set overdue per date. | 305 |
| Payments on Hold | Shows vendor ledger entries where the On Hold field is not blank. | 319 |
| Vendor Pre-Payment Journal | Shows the payment journal with payment discount and tolerance information. The report can be used to check payments before creating payment files and posting the journal. Note: The report will show payment discounts incorrectly when multiple credit memos have been used in an application. In this case, the payment discount for the extra credit memos will be shown as an un-applied amount. | 317 |
| Vendor - List | Shows basic information for vendors, such as the vendor posting group, discount and payment information, priority level and the vendor's default currency, and the vendor's current balance (in LCY). Use the report, for example, to maintain information about the vendor. | 301 |
For more information, see Accounts Payable Reports and Analytics in Business Central
Sales Reports
The following table describes some of the key reports in sales reporting.
| Report | Description | Id |
|---|---|---|
| Customer - Order Summary | Shows the order detail with the quantity not yet shipped for each customer in three periods of 30 days each, starting from the specified date. There are also columns with orders to be shipped before and after the three periods and a column with the total order detail for each customer. Use the report to analyze a company's expected sales volume. | 107 |
| Customer - Top 10 list | Shows information on customers' purchases and balances for a selected period. You can choose the number of customers that will be included in the report. Only customers that have either purchases during the period or a balance at the end of the period will be included. The customers are sorted in order of amount, and you can choose whether they're sorted by sales amount or balance. The report gives a quick overview of the customers that purchase the most or that owe the most. |
111 |
| Customer/Item Sales | Shows a list of item sales for each customer during a selected time period. The report contains information on quantity, sales amount, profit, and possible discounts. It can be used, for example, to analyze a company's customer groups. | 113 |
| Inventory - Customer Sale | An overview from the perspective of the warehouse sight. This is a different view compared to the Customer/Item sale report, and it shows the item first and then the customer who bought this product. | 713 |
| Customer - Sales list | Shows customer sales for a period. You use it to report to the customs and tax authorities. You can choose to include only customers with total sales that exceed a minimum amount. You can also specify whether you want the report to show address details for each customer. The report is based on recorded sales (LCY) from customer ledger entries. At the bottom of the report, the total reported sales are shown in LCY. The total is based on the customers you have included in the report, that is, the customers that are within the filters on the Customer FastTab and have total sales greater than the amount specified in the Amounts (LCY) Greater Than field on the Options FastTab. |
119 |
| Customer - Balance to date | Shows a detailed balance for selected customers. Use the report at the close of an accounting period or fiscal year, for example. | 121 |
| Customer - Trial Balance | Shows a detail balance for selected customers. You can use the report to verify that the balance for a customer posting group is equal to the balance on the corresponding G/L account on a certain date. Use the report at the close of an accounting period or fiscal year, for example. If you need a more detailed version of this type of report, use the Customer Detail Trial Balance (104) report. | 129 |
| Sales Statistics | Shows amounts for sales, profit, invoice discount, and payment discount in LCY, and the profit percentage for each customer. The costs and profits are given as both the original and adjusted amounts. The original costs and profits are those values that were calculated at the time of posting, and the adjusted costs and profits reflect changes to the original costs of the items in the sales. The cost adjustment amount shown in the report is the difference between the original cost and the adjusted cost. The figures are divided into three periods. You can select the length of the period, starting on a selected date. There are also columns for amounts before and after the three periods. Use the report to analyze earnings from an individual customer and earnings trends, for example. In the US, Canada, and Mexico, this report is not available. Instead, use the Customer Sales Statistics (10047) report. |
112 |
| Sales Reservation Avail. | Shows the availability of items for shipment on sales documents. You determine whether the report indicates the status of each document or of each sales line. When you print the report, you can also update the quantity that is available for shipment in the Qty. to Ship field on the sales lines. Then you can use the report to determine which documents to post. There's also a capability with which you could set the amount of goods to be shipped. Note: This report isn't available for advanced warehouse functionality. |
209 |
| Warehouse Shipment Status | This report can be used for all locations where the Require Shipment field is selected. The Warehouse Shipment Status report shows you all unposted warehouse shipment documents, including the locations, bin codes, document status, quantities, and so on. This report is perfect to get an overview. | 7313 |
| Inventory Picking List | Displays a list of the sales orders in which an item is included. The following information is shown for each item: Sales order line with the name of the customer, variant code, location code, bin code, shipment date, quantity to be shipped, and unit of measure. The quantity to be shipped is totaled for each item. The report can be used when items will be collected from the inventory. Note: This report isn't available for advanced warehouse functionality. |
813 |
| Inventory Sales Back Orders | Shows a list with the order lines whose shipment date has been exceeded. The following information is shown for the individual orders for each item: number, customer name, customer's telephone number, shipment date, order quantity and quantity on back order. The report also shows whether there are other items for the customer on back order. | 718 |
| Inventory Order Details | Displays a list of the orders that haven't yet been shipped and the items in the orders. It shows the order number, customer's name, shipment date, order quantity, delayed quantity, outstanding quantity, and unit price, as well as any potential discount percentage and amount. The quantity on back order and outstanding quantity and amount are totaled for each item. Use the report to find out whether there are currently shipment problems or any can be expected. | 708 |
For more information, see Sales Reports and Analytics in Business Central
Purchase Reports
The following table describes some of the key reports in purchase reporting.
| Report | Description | Id |
|---|---|---|
| Purchase statistics | Shows purchase statistics for each vendor. This includes information for five periods, starting on the date that you specify. The report includes the total purchases, payments, finance charges, and discount information including the payment discounts taken and lost. Statistics are calculated for purchases before the date entered, at three one-month intervals from the date entered, and for a period including all purchases made after the third one-month interval. |
312 |
| Vendor - Top 10 list | Shows information on purchases from vendors for a selected period. You can choose the number of vendors that are included in the report. The vendors are sorted in order of amount, and you can choose whether they're sorted by purchase amount or balance. The report gives a quick overview of the vendors from which you purchase the most or to which you owe the most. |
311 |
| Vendor Item catalog | Displays a list of the vendors for the selected items or items for selected vendors. For each combination of item and vendor, it shows direct unit cost, lead time calculation and the vendor's item number. In the US, Canada, and Mexico, this report isn't available. Instead, use the Item/Vendor Catalog (10164) report. |
320 |
| Item/vendor catalog | Displays a list of the vendors for the selected items or items for selected vendors. For each combination of item and vendor, it shows direct unit cost, lead time calculation and the vendor's item number. In the US, Canada, and Mexico, this report isn't available. Instead, use the Item/Vendor Catalog (10164) report. |
720 |
| Vendor/Item Purchases | Shows a list of item entries for each vendor in a selected period. The report contains information on invoiced quantity, amount, and possible discounts. It can be used, for example, to analyze a company's item purchases and to show whether there's a relationship between discounts and item purchases. | 313 |
| Inventory Cost and price list | Displays a list of price information for the selected items or stockkeeping units: direct unit cost, last direct cost, unit price, profit percentage, and profit. | 716 |
| Inventory Availability Plan | If you would like to have an overview about specific items/stockkeeping units and their availability. This report will show you cumulated values such as gross requirements, scheduled and planned receipts, the inventory, and so on. | 707 |
| Inventory Vendor Purchases | Displays a list of the vendors that your company has purchased items from within a selected period. It shows invoiced quantity, amount, and discount. The report can be used to analyze a company's item purchases. | 714 |
| Inventory Purchase Orders | Displays a list of items on order from vendors. It also shows the expected receipt date and the quantity and amount on back orders. For example, use the report to see when items should be received, and whether a reminder of a back order should be issued | 709 |
| Purchase Reservation Availability | Shows the availability of items for shipment on purchase documents, for example return orders. You determine whether the report indicates the status of each document or of each purchase line. When you print the report, you can also update the quantity that is available for shipment in the Qty. to Receive field on the purchase lines. On purchase credit memos and negative purchase order lines, the Qty. to Receive field contains the quantity to ship.. Then you can use the report to determine which documents to ship. Note: This report isn't available for advanced warehouse functionality. |
409 |
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.
| Report | Description | ID |
|---|---|---|
| Inventory Availability Plan | Get an overview of specific items and stock-keeping units, and their availability. This report shows accumulated values such as gross requirements, scheduled and planned receipts, inventory, and so on. | 707 |
| Inventory Valuation | Displays inventory valuation for selected items in your inventory. The report also shows information about the value of increases and decreases in inventory over time. The report will also print the expected cost of entries that have been posted as received or shipped, depending on whether you enable the Include Expected Cost toggle. If you enable Include Expected Cost, the report groups entries and shows a group total of invoiced and expected costs for each Inventory Posting Group. You can also narrow your report output with the Location and Variant Filters. However, as the report is built on top of a value entry, you can't use Bin Filter. To ensure that the Inventory Valuation report is up-to-date, it's recommended to run the Adjust Cost - Item Entries batch job prior to running this report. In the US, Canada, and Mexico, this report isn't available. Instead, use the localized version of Inventory Valuation (10139) report. |
1001 |
| Item Expiration - Quantity | Get an overview of the quantities of selected items in inventory with expiration dates in a certain period. The list shows the number of units of the selected item that will expire in a given time period. For each of the items you specify, the report shows the number of units that will expire during each of three periods of equal length and the total inventory quantity. Use filters to specify what the report includes. If you don't set filters, the report will include all your records. The quantities in the report reflect only the quantities of the item for which expiration dates are defined. |
5809 |
| Item Age Composition - Quantity | Get an overview of the current age composition of selected items in your inventory. This report categorizes the on-hand quantity for selected items into three period buckets. You can specify the end date of the last bucket and duration of time buckets (period). The report analyzes the remaining quantity of open item ledger entries that are usually a result of purchases, output, or positive adjustments. | 5807 |
| Item Age Composition - Value | Get an overview of the current age composition of selected items in your inventory. This report categorizes of on-hand value for selected items into three period buckets. You can specify the end date of the last bucket and duration of time buckets (period). The report analyzes the remaining quantity of open item ledger entries that are usually a result of purchases, output, or positive adjustments. | 5808 |
| Inventory Cost and price list | Displays a list of price information for the selected items or stock-keeping units: direct unit cost, last direct cost, unit price, profit percentage, and profit. | 716 |
| Warehouse Bin List | Get an overview of warehouse bins, their setup, and the quantity of items within the bins. This report can cover all locations at which bins are mandatory. | 7319 |
| Warehouse Shipment Status | Get an overview of source documents that are open and have items shipped or due for shipping per location. This report can be used for all locations that require shipments, and it shows locations, bin codes, document status, quantities. | 7313 |
| Inventory Picking List | Displays a list of the sales orders that include a selected item. It shows the following information for each item: sales order line with the customer's name, variant code, location code, bin code, shipment date, quantity to ship, and unit of measure. The quantity to be shipped is totaled for each item. Use the report when you need to pick items from inventory. NOTE: This report isn't available for advanced warehouse functionality. |
813 |
| Warehouse Adjustment Bin | This report is meant only for an advanced warehouse. It shows the remaining quantities that are stored in the adjustment bin itself. Typically, the adjustment bin should be empty. There are two reasons for it to contain quantities. When it's the result of physical counting process, or if quantities are removed or added to the warehouse. | 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 | Analyzes 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 reporting.
| Report | Description | Id |
|---|---|---|
| Fixed Asset List | Shows the list of fixed asset and their setup info for a given depreciation book. | 5601 |
| Fixed Asset - Acquisition List | List all assets acquired within a given date range. You can also include fixed assets that are created but not yet acquired. | 5608 |
| Fixed Asset Details | Shows the fixed asset ledger entries for fixed assets. | 5604 |
| Fixed Asset Analysis | An analysis report where you can specify two date columns and three data columns to see in the report. For example, to generate a report to use for reconciling with the general ledger, add columns for acquisition cost at ending date, depreciation at ending date, and book value at ending date. A check report could have acquisitions/net change, write-down/net change, and Appreciation/net change, so every change to fixed asset can be checked if necessary. If you select the Budget Report field and specify an ending date in the future, the report will calculate the future depreciation and can give estimates for future depreciation and book values, if you selected those fields as report columns. | 5600 |
| Fixed Asset Projected Value | Shows the projected depreciation amounts and book value for a future period for assets. The report is useful when you are using different depreciation methods for your assets and want to estimate next year's depreciation, for example. Use the report to create the budget amounts for depreciation by selecting a budget and the Copy to G/L Budget field. | 5607 |
| Fixed Asset Book Value 01 | Shows detailed information about acquisition cost, depreciation value, and book value for both individual assets and groups of assets. For each of these three amount types, amounts are calculated at the beginning and at the end of a specified period and for the period itself. If you select the Budget Report field, the report will calculate the expected depreciation for the period. Enter a group type if you want the report to group the fixed assets and print group totals. For example, if you have set up six FA classes, select the FA Class option to have group totals printed for each of the six class codes. | 5605 |
| Fixed Asset Book Value 02 | Shows the breakdown of fixed asset book value by changes in acquisition, depreciation, and appreciation within the period with a further breakdown by additions and disposals within the period. Use this report to describe the changes in fixed assets for a given period when many different changes occur across the grouping of fixed assets. If you select the Budget Report field, the report will calculate the expected depreciation for the period. Enter a group type if you want the report to group the fixed assets and print group totals. For example, if you have set up six FA classes, select the FA Class option to have group totals printed for each of the six class codes. | 5606 |
| Fixed Asset G/L Analysis | Shows an analysis of your fixed assets (FA) with various types of data for individual assets and/or groups of assets. On the Fixed Assets FastTab, you can set filters if you want the report to include only certain fixed assets. On the Options FastTab, tailor the report to meet your specific needs. The report is similar to the Fixed Asset Analysis report, but specifically for reconciling to the general ledger and specifically for validating the disposal entries. The report assumes that you know the G/L accounts that are specified in the posting setup. | 5610 |
| Fixed Asset Register | Shows posted fixed asset ledger entries that are sorted and divided by register number. You can determine which registers' entries are shown by setting a filter. It is important to set a filter; otherwise, the report may show a very large amount of information. | 5603 |
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 reporting.
| Report | Description | Id |
|---|---|---|
| Assembly BOMs | Displays a list of BOMs: name, BOM number, BOM components, and any other BOMs that are part of the BOM. The BOM components are defined in the BOM Component table. You will see here also the unit of measure and the needed quantity of each component per base unit of measure. | 801 |
| Item - Able to Make (Time) | Shows how five different key availability figures change over time for a BOM item. These figures change according to expected supply and demand events and to supply that is based on available components that can be assembled or produced. You can use the report to see whether you can fulfill a sales order for an item on a specified date by looking at its current availability in combination with the potential quantities that its components can supply if an assembly order were started. The report shows you when and how many units of an assembly and production item you can make based on component availability and the item’s current availability. This is shown as the total quantity. The information is shown in a graph where each availability figure is a line that progresses along the timeline and moves up and down as quantities change. The quantity figures come from the same engine that provides information to the Item Availability by BOM Level window. |
5871 |
| BOM Cost Share Distribution | Shows graphically how an assembled or produced item’s cost is distributed through its BOM. Such information can be useful in deciding whether to change component suppliers, replace internal capacity usage with outsourced labor, or vice versa, or when reviewing and modifying an item’s bill of material, for example. The first chart in the report shows the total unit cost of the parent item’s components and labor resources broken down in up to five different cost shares, and represented graphically with different colors. The pie chart with the caption By Material/Labor shows the proportional distribution between the parent item’s material and labor costs, as well as its own manufacturing overhead. The material cost share includes the item’s material costs. The labor cost share includes capacity, capacity overhead and subcontracted costs. The cost shares are displayed differently depending on your choices in the Show only field. The pie chart with the caption By Direct/Indirect shows the proportional distribution between the parent item’s direct and indirect costs. The direct cost share includes the item’s material, capacity, and subcontracted costs. The indirect cost share includes capacity overhead and manufacturing overhead. The table at the bottom of the report is included when you select the Include Details check box. It shows selected values from the BOM Cost Shares window by single level or rolled up, depending on the option that you choose in the Show Cost Shares as field. |
5872 |
| Where-used list | Displays a list of the BOMs that the selected items are components of. A helpful overview in case you must change a component in a BOM that is inserted in an assembly item. For example, if your vendor can no longer deliver a specific item that you used for your assembly/production. In such scenarios, this report provides you with an easy overview of which BOMs the component is included in. You can set a filter for the number of the component. | 809 |
| BOM - Raw Materials | This report can give you an overview about the needed components, both for assembly and for production. You will see the inventory, base unit of measure, the main vendor if the vendor no. is written in the item card itself, and the lead time calculation. | 810 |
| BOM - Sub-Assemblies | If you produce and/or assemble sub-assemblies, use this report to get an overview about this type of component. This report shows you the base unit of measure, the inventory, unit costs, and an alternative item number. | 811 |
| Assembly BOM - End Items | Shows a list of items or BOMs that are not components of BOMs. Note: This report is not restricted to BOM only, so remember to set filter in the Assembly BOM field or the Replenishment System fields | 812 |
| Assemble to order - Sales | Shows key sales figures for assembly component items that can be sold both as part of an assembly in assemble-to-order sales and as a separate item directly from inventory. Use this report to analyze the quantity, cost, sales, and profit figures of assembly components to support your decisions, such as whether to price a kit differently or to stop or start using a particular item in assemblies. The In Assembly row shows sales figures for the total quantity that is sold as part of an assembly item. The specific assembly item sales that sum up to this total are shown if you select the Show Assembly Details field. The focus is on the assembly components, but the figures are calculated from the profit margin of their parent, the assembly item. Accordingly, the sales amount of each component is calculated from its own cost and the profit margin of its parent in the following formula. The report shows information for items that meet one or both of the following criteria: - Exist in the assembly BOM of an item that uses the Assemble-to-Order assembly policy. - Has been sold as part of assemble-to-order sale. |
915 |
For more information, see Assembly Management Reports and Analytics in Business Central
Production Reports
The following table describes some of the key reports in production reporting.
| Report | Description | Id |
|---|---|---|
| Quantity Explosion of BOM | Shows an indented BOM listing for the item or items that you specify in the filters. The production BOM is completely exploded for all levels. | 99000753 |
| Item - Able to Make (Time) | Shows how five different key availability figures change over time for a BOM item. These figures change according to expected supply and demand events and to supply that is based on available components that can be assembled or produced. You can use the report to see whether you can fulfill a sales order for an item on a specified date by looking at its current availability in combination with the potential quantities that its components can supply if an assembly order has been started. The report shows you when and how many units of an assembly and production item you can make based on component availability and the item's current availability. This is shown as the total quantity. The information is shown in a graph where each availability figure is a line that progresses along the timeline and moves up and down as quantities change. The quantity figures come from the same engine that provides information to the Item Availability by BOM Level window. |
5871 |
| BOM Cost Share Distribution | Shows graphically how an assembled or produced item’s cost is distributed through its BOM. Such information can be useful in deciding, for example, whether to change component suppliers, replace internal capacity usage with outsourced labor or vice versa or when reviewing and modifying an item’s bill of material. The first chart in the report shows the total unit cost of the parent item’s components and labor resources broken down in up to five different cost shares, and represented graphically with different colors. The pie chart with the caption By Material/Labor shows the proportional distribution between the parent item’s material and labor costs, as well as its own manufacturing overhead. The material cost share includes the item's material costs. The labor cost share includes capacity, capacity overhead and subcontracted costs. The cost shares are displayed differently depending on your choices in the Show only field. The pie chart with the caption By Direct/Indirect shows the proportional distribution between the parent item's direct and indirect costs. The direct cost share includes the item's material, capacity, and subcontracted costs. The indirect cost share includes capacity overhead and manufacturing overhead. The table at the bottom of the report is included when you select the Include Details check box. It shows selected values from the BOM Cost Shares window by single level or rolled up, depending on your choices in the Show Cost Shares as field. |
5872 |
| Detailed Calculation | Shows a cost list per item taking into account the scrap. | 99000756 |
| Where-Used (Top Level) | Shows where and in what quantities the items are used in the product structure. The report shows only the item as where-used, when the base item is used as the top-level item. For example, if item "A" is used to produce item "B", and item "B" is used to produce item "C", the report will show item B if you run this report for item A. If you run this report for item B, then item C will be shown as where-used. You can also open the Where-Used Line page directly from the item. |
99000757 |
| Item BOM Compare list | This report gives you the possibility to compare similar final products concerning the costs. You will see a listing with all components and their costs as well the needed quantities. The calculation date is normally set to the work date. | 99000758 |
| Production Order Statistics | Specifies the various costs that have accumulated for the selected production order. The content of the report are very similar to the Production Order Statistics page. For production orders that use the Make-to-Order manufacturing policy, the window only shows material and capacity cost of items at the highest BOM level. |
99000791 |
| Capacity Task list | Shows the production orders that are waiting to be processed at the work centers and machine centers. Printouts are made for the capacity of the work center or machine center). The report includes information such as starting and ending time, date per production order and input quantity. | 99000780 |
| Work Center Load | Shows a list for the load on a work center. The load on a work center is the sum of the required number of times that all the planned and actual orders are run on the work center in a specified period. | 99000783 |
| Machine Center Load | Shows a list for the load on a machine center. The load on a machine center is the sum of the required number of times that all the planned and actual orders are run on the work center in a specified period. | 99000784 |
| Prod. Order Shortage list | This report can be used to see all components that are not available because of missing stock. So, this overview can be used to see in time, if the timeline for a planned or released production order if the planned time can be kept. | 99000788 |
| Prod. Order - Calculation | Shows a list of the production orders and their costs. It includes expected operation costs, expected component costs, and total costs. | 99000767 |
For more information, see Production Reports and Analytics in Business Central
See also
Working with Reports, Batch Jobs, and XMLports
Business Intelligence and Reporting
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