Report overview
Business Central comes with many built-in reports that businesses can use out-of-the-box.
Tip
If you press CTRL and choose the report link, the report opens in a new browser tab. This allows you to stay on this page while you explore the report in the other browser tab.
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 optimize 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 | 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 |
| Analyze 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 |
| Analyze 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 |
| Analyze 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 analyze 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 analyze 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 |
| Analyze unshipped orders to understand your expected sales volume. Forecast your monthly sales revenue. | Customer - Order Summary | About Customer - Order Summary | 107 |
| Analyze 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 aging report. We recommend you use the Aged Accounts Receivables report instead. | Customer - Summary Aging Simp. | About Customer - Summary Aging 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 |
| Analyze earnings from an individual customer or trends in earnings. | Sales Statistics | About Sales Statistics | 112 |
| Analyze item sales per customer to understand sales trends, optimize 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 |
| Analyze 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 |
| Analyze 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 |
| Analyze 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 Aging | About Vendor - Summary Aging | 305 |
| Analyze outstanding purchase orders to understand expected purchase volume. Forecast your monthly expected costs and expenses. | Vendor - Order Summary | About Vendor - Order Summary | 307 |
| Analyze 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 |
| Analyze the effect of vendors on cash flow, and prioritize 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 |
| Analyze 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 |
| Analyze vendor balances at the end of each period. Monitor unpaid invoices, and prioritize 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 |
| Analyze 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 center. There are also analyses about emissions by scope and responsibility center or country/region code, and by account and responsibility center 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 optimize 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 |
| Analyze unshipped orders to understand your expected sales volume. Forecast your monthly sales revenue. | Customer - Order Summary | About Customer - Order Summary | 107 |
| Analyze 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 |
| Analyze 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 |
| Analyze item sales per customer to understand sales trends, optimize 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 |
| Analyze 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 fulfill sales orders and ensure that inventory reservations are accurate. | Sales Reservation Avail. | About Sales Reservation Avail. | 209 |
| Analyze 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 fulfill 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 optimize their operations.
| To... | Open in Business Central (CTRL+select) | Learn more | ID |
|---|---|---|---|
| Maintain information about the vendor. | Vendor - List | About Vendor - List | 301 |
| Analyze and reconcile vendor balances at the end of a period. | Vendor - Detail Trial Balance | About Vendor - Detail Trial Balance | 304 |
| Analyze outstanding purchase orders to understand expected purchase volume. Forecast your monthly expected costs and expenses. | Vendor - Order Summary | About Vendor - Order Summary | 307 |
| Analyze 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 |
| Analyze the effect of vendors on cash flow, and prioritize 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 |
| Analyze 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 catalog Note: This report isn't available in the US, Canada, and Mexico. Instead, use the Item/Vendor Catalog (10164) report. |
About Vendor Item catalog | 320 |
| Analyze vendor balances at the end of each period. Monitor unpaid invoices, and prioritize 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 |
| Analyze 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 |
| Analyze 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 |
| Analyze 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 |
| Analyze 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 |
| Analyze 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 |
| Analyze customer sales per item to understand sales trends, optimize 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 |
| Analyze 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 |
| Analyze 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 fulfill 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. Analyze 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 localized version of the Inventory Valuation (10139) report. |
About Inventory Valuation | 1001 |
| Analyze 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 |
| Analyze 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 |
| Analyze 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 project management.
| To... | Open in Business Central (CTRL+select) | Learn more | ID |
|---|---|---|---|
| Get an overview of planning and tasks for a project. | Project Planning Lines | About Project Planning Lines | 1006 |
| Get an overview of posted project tasks, such as resources and items. | Project Transaction Detail | About Project Transaction Detail | 1007 |
| Get a financial overview of your projects based on your input. | Project Analysis | About Project Analysis | 1008 |
| Get an overview of actual vs. budgeted amounts for selected projects. Note: This report is not available in the US, Canada, and Mexico. Instead, use the Project Actual to Budget (Cost) (10210) or Project Actual to Budget (Price) (10211) reports. |
Project Actual to Budget | About Project Actual to Budget | 1009 |
| Get an overview of the status of ongoing projects in your company's financial statements. | Project WIP to G/L | About Project WIP to G/L | 1010 |
| Get an overview of your projects, with focus on invoiced amounts and remaining amounts to invoice for each customer. Note: In the US, Canada, and Mexico, this report is not available. Instead, use the Project Cost Suggested Billing (10219) report. |
Project Suggested Billing | About Project Suggested Billing | 1011 |
| Get an overview of all projects, with focus on scheduled price, percentage of completion, and invoiced amounts for each customer. | Projects per Customer | About Projects per Customer | 1012 |
| Get an overview of the items you use in your project. | Items per Project | About Items per Project | 1013 |
| Get an overview of how you use items in your projects. | Project per Item | About Project per Item | 1014 |
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 organization owned at a specific point in time. | Fixed Asset List | About Fixed Asset List | 5601 |
| Get an organized, 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 summarized 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 fulfill 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 fulfill. This analysis helps you maintain a smooth production flow, meet delivery deadlines, and optimize 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 labor (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 |
| Analyze 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 |
| Analyze 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 |
| Analyze the capacity of work centers or machine centers. | Capacity Task list | About Capacity Task list | 99000780 |
| Analyze the load on a work center. | Work Center Load | About Work Center Load | 99000783 |
| Analyze the load on a machine center. | Machine Center Load | About Machine Center 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 |
| Analyze 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
Use reports in daily work
Analyze list and query data with analysis mode
Analytics overview