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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Trial Balance Report E...
Small and medium business | Business Central, N...
Answered

Trial Balance Report Extension – Shortcut Dimension Filters Not Working

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Posted on by Padmavathy 124

Hi,
I’m extending the Trial Balance report in Business Central to add Global and Shortcut Dimensions (3–8). The fields show on the request page, but:

 

🔴 Filters appear but don’t apply to the report output.

I tried the same logic in the "Detailed Trial Balance" report, and it worked fine. But it doesn’t work in "Trial Balance".

Has anyone faced this? How can I make dimension filters work in the Trial Balance report?

Thanks!

TB.al
Categories:
Dynamics 365 Business Central
I have the same question (1)
  • Suggested answer
    Ramesh Kumar Profile Picture
    Ramesh Kumar 7,547 Super User 2026 Season 1 on at
    Hi,
     
    You can use shortcut dimensions as filter option but not able to pull similar to Global Dimension. Did you try new excel reports which might help as its similar to pivot table
     
     
    If this was helpful, please check the "Does this answer your question?" box and mark it as verified.
  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 99,086 Super User 2026 Season 1 on at
    It seems to be a code problem. Hopefully the following information can give you some clues.
    Dynamics 365 Business Central: How to hide all comment lines in Standard Sales – Order Conf. (1305) report (Do not print comment lines) – Customization
    Dynamics 365 Business Central: Can we change default options/filters on the request page of Report???
     
    Thanks.
    ZHU
  • Suggested answer
    Sohail Ahmed Profile Picture
    Sohail Ahmed 11,169 Super User 2026 Season 1 on at

    It seems to be a code issue. Even though the filters for Shortcut Dimensions 3–8 appear on the request page, the standard Trial Balance report (Report 6) doesn’t apply them automatically. You’ll need to manually add the filter logic in AL using SetRange or SetFilter inside the OnPreDataItem trigger for "G/L Entry".

     

    ✅ Mark this answer as verified if it helps you.

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