Customer Sales History - Yearly Comparison Report

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Posted on by JE-29041340-0

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Hi:

Although Business Central's Sales History Report is good, it doesn't display prior year profit margin or prior year dollars sold. It simply shows prior year quantity sold.

If there is no such report that displays this additional prior year data, is modification of the Sales History Report possible?

Or, is it best to build such a report using Power BI?

Thanks!

John

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Dynamics 365 Business Central

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YUN ZHU 95,729 Super User 2025 Season 2 on at

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Hi, maybe you can also try Sales Analysis Reports feature, this is a standard feature.

https://learn.microsoft.com/en-us/dynamics365/business-central/bi-how-create-analysis-views-reports?wt.mc_id=DX-MVP-5004336

https://www.youtube.com/watch?v=OmpwRiYWGIg

If you need to add fields to a standard report (Sales History Report), this will require customization.

If you use Power BI, you also need to publish the data on APIs or Web Service first.

Hope this helps.

Thanks.
ZHU

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