Reports in Business performance analytics

Note

The functionality that's described in this article is available as part of a preview release. The functionality and the content of this article are subject to change. For more information about how to participate in the public preview of Business performance analytics, contact bpaquestions@service.microsoft.com.

This article describes the financial reports that are available out of the box in Business performance analytics. These reports were designed to provide a detailed overview of an organization's financial health, so that stakeholders can make informed decisions and drive business success. To better understand these reports, stakeholders can use the slicer, filter pane, and drill-in functions. The availability of these functions depends on the report. Slicers are filters that are available directly on the report page, whereas the filter pane must be opened before users can access the filters in it. When users hover over a table, the drill-in functionality is available in the upper right. Users must first select the direction that they want to drill in. They can then select a data point to reference where they want to drill from.

All reports use a data model in Microsoft Power BI. They can also easily be customized to suit the needs of your organization. For more information, see Create business performance analytics reports.

Important

Out-of-the-box reports are Microsoft-type reports. These types of reports are limited in their capacity to be updated as users can't rename, delete, or edit this type of report. If a user wishes to rename or edit a Microsoft type report, they should duplicate the report to make a Custom type report and then make the changes with the duplicate.

Record to report

The following table describes the reports that are related to the record-to-report value chain in Business performance analytics.

Report	Finance and operations report	Purpose
Balance sheet	Balance sheet	This report provides a view of the organization's financial position for the year. The account category setup in finance and operations apps is used to create the structure of the balance sheet.
Budget vs actual	Budget vs actual	This report compares the planned budget to actual financial amounts to help organizations identify areas where spending is in line with expectations and areas that require more attention.
Financial performance	Not applicable	This report provides an in-depth analysis of a company's financial performance. It highlights key metrics, such as revenue, expenses, net income, and cash flow.
General ledger dimension details	Dimension statement	This report breaks the general ledger down into its constituent dimensions to offer detailed insights into each aspect of the organization's financial transactions.
General ledger transaction details	Ledger transaction list	This report presents a comprehensive view of all financial transactions that have been recorded in the general ledger, so that stakeholders can track and analyze the flow of funds throughout the organization.
Profit and loss	Profit and loss	This report summarizes an organization's revenues, costs, and expenses over a specific period, and provides a view of the company's overall profitability.