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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Finance Reports
Small and medium business | Business Central, N...
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Finance Reports

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Posted on by BBBCMAN 350
Hi All,
 
We used to run our financial reports using Management Reporter using Dynamics GP.  After migrating business central we have developed similar report using accounting sub-category and the reports works fine.  In MR there is option to export to excel along with accounts which made up of each line but in BC we dont have that option.  So in order to see break up of each row user need to click the amount of each column and see the details behind it.  Is there any easy way to handle this so that we can get account details of each row.  Also our accounting period is not calendar year but start at middle of the year to next year mid and starting date of each month from 2nd month is the last Saturday of previous month.  Due to this each time when we run financial report the user need to type date filter manually.  Is there any setup needs to be done in order date to populate automatically using the accounting period starting dates.  The only place I can see the dates coming automatically in report is Trial Balance by Period.
Categories:
Dynamics 365 Business Central
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  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 32,710 Super User 2026 Season 1 on at
    Regarding your first question, I think the easiest method would be to change the row definition so the name of each row incorporates the actual G/L accounts used. Or add a blank row under each actual row that displays the G/L accounts used.
     
  • Suggested answer
    AndrewThomas81 Profile Picture
    AndrewThomas81 2,032 on at
    Make sure your accounting periods are defined in "Accounting Periods" before running any financial reports.
     
    Kind Regards
     
    Andrew Thomas FCCA MCP
    YouTube - Use Business Central
    LinkedIn
     

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