Financial Reports Unreliable

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Posted on by AXEON Man

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I was very excited about the robust reporting I would get from moving to Business Central and am very discouraged by my first results.

I created a report intended to show multiple months' PnL and some custom summary rows.

Results are unreliable and often wrong.

Here is just one example:

My Column Definitions:

I can confirm that my row definitions are "Net Change" and "Net Amount -no issues there...

OK, you can see row 103400 -January shows a positive $2500, March and July (forgot to mark July) show blank.

Yet, this is the GL Balance Data:

This is just one of several errors I've experienced and it's making it completely unreliable. Disappointing.

Anyone have a similar experience or advice?

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Dynamics 365 Business Central

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Yi Yong 2,351 Super User 2025 Season 2 on at

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Financial Reports Unreliable

Hello,

The method you are using is not sustainable, you wouldn't want to change the formula every month.

1. Use "Comparsion Period Formula" for easier reading and maintenance. You may need to Personalize and pull this field out.

2. Ensure the financial report date filter range is created in "Accounting Period".

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