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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Account Schedules - Fi...
Small and medium business | Business Central, N...
Suggested answer

Account Schedules - Financial Report Design

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Posted on by Chris Pavia

I would like to create a Balance Sheet and Income Statement showing 12 columns (one for each month).  I'm having trouble configuring the columns.  I have 12 columns on my report now, but they're all repeating the same numbers.  How do I get the first column to show January, and the next February, etc.  Also, how do I get the column headers to automatically show the last day of the month?  I don't want to have to update the column headers every year?  All of this was super easy in QBooks, but near impossible in Business Central.  I can't believe it's really that difficult.  Please help?
pastedimage1665624768363v1.png

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  • Suggested answer
    Andy Sather Profile Picture
    Andy Sather on at
    RE: Account Schedules - Financial Report Design

    I found a similar post here

    community.dynamics.com/.../account-schedule-12-months

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 93,222 Super User 2025 Season 2 on at
    RE: Account Schedules - Financial Report Design

    Hi, please usng FY[*] in Comparison Period Formula.

    Here is an example, https://www.youtube.com/watch?v=FvF4AGt9K84

    pastedimage1665705826629v1.png

    More details: https://learn.microsoft.com/en-nz/dynamics365/business-central/bi-how-work-account-schedule#comparing-accounting-periods-using-period-formulas

    pastedimage1665705901653v2.png

    Hope this helps.

    Thanks.

    ZHU

  • Chris Pavia Profile Picture
    Chris Pavia on at
    RE: Account Schedules - Financial Report Design

    Thanks for trying ZHU - but the FY[1], FY[2] . . . doesn't work - it throws an error.  I saw and read the same page you posted with all the formulas and that must be old because it's not working.

     pastedimage1666132403558v1.png

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 93,222 Super User 2025 Season 2 on at
    RE: Account Schedules - Financial Report Design

    Hi, you should set this in Comparison Period Formula field, not Comparison Date Formula.

    It is hidden in standard BC.

    pastedimage1666135248874v1.png

    pastedimage1666135273424v2.png

    PS: This is also mentioned in the link I shared.

    Build Financial Reports Using Financial Data and Account Categories - Business Central | Microsoft Learn

    pastedimage1666135373970v3.png

    Hope this helps.

    Thanks.

    ZHU

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