Configure financial reports in Dynamics 365 Business Central

Module
9 Units

Intermediate

Functional Consultant

Business User

Dynamics 365

Business Central

If you want to know more about financial reporting in Business Central, then follow along with this module to find out about how to create your own customized reports without needing to develop them.

Learning objectives

By the end of this module, you can:

Set up financial reports.
Set up column definitions.
Use financial reports and column definitions to compare actuals to budgets.
Adapt preconfigured financial report templates to your chart of accounts.
Add statistical accounts to financial reports to include nontransactional metrics.
Export financial reports to Microsoft Excel.
Set up and manage job queue entries to schedule reports.

Prerequisites

Basic understanding of how to navigate the Dynamics 365 Business Central application and of the chart of accounts.

Introduction to setting up financial reports min
Create column definitions min
Use preconfigured financial reports min
Use statistical accounts in financial reports min
Export your financial reports to Excel min
Set up and use job queues min
Exercise - Create a financial report min
Module assessment min
Summary min

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