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Use enhanced Financial Reporting capabilities

Enabled for Public preview General availability
Users, automatically - Apr 1, 2025

Business value

The no-code Financial Reporting feature gives finance departments important benefits by enabling self-service financial reporting and statements without developer help. The enhancements boost productivity by letting report viewers hide empty rows. Report owners can document usage, write introductory and closing paragraphs, and save and run reports with Excel templates. Administrators can monitor required permissions and access telemetry for report usage and lifecycle events.

Overall, these improvements streamline financial reporting processes. They save time and resources while improving accuracy and accessibility.

Feature details

The Financial Reporting feature is enhanced with capabilities for report viewers, report owners, and administrators.

Financial report viewers can:

  • Hide empty rows when they view a financial report.
  • Print a financial report in portrait mode.
  • Use an accounting format where negative numbers are formatted with parentheses instead of a minus sign when they run a financial report.

Financial report owners can:

  • Document the use of report definitions by using an internal description field.
  • Write introduction and closing paragraphs for their reports.
  • Save their Excel templates in Business Central.
  • Run a financial report by using a saved Excel template.
  • Use a new Month-to-Date column type.
  • Find financial reports that use a column or row definition.
  • Use an accounting format where negative numbers are formatted with parentheses instead of a minus sign.
  • Open financial reporting when they create a new G/L account.

Administrators can:

  • Check the documentation to see which permissions you need to run or edit financial reports.
  • Check the documentation to see how to set up auditing for changes to report definitions.
  • Get telemetry on the use of financial reports and lifecycle events.

Additional resources

Primary capabilities of financial reporting (docs)