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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Business unit profitab...
Small and medium business | Business Central, N...
Suggested Answer

Business unit profitability reports

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Posted on by Niki 439
Hi Experts,
 
I need to generate below reports using financial reports in business central. could you please guide me to do this,
 
EUC & DT are My dimension values
e.g. - If the report is being generated for the month of Aug 2025, the cumulative information will be the financial period beginning i.e. March 25 - Aug 25
 
 
I have dimension for brand 
 
Categories:
Dynamics 365 Business Central
I have the same question (1)
  • Martin Dráb Profile Picture
    Martin Dráb 239,067 Most Valuable Professional on at
    Moved from Integration, Dataverse, and general topics forum to Small and medium business | Business Central, NAV, RMS forum.
  • Suggested answer
    DAnny3211 Profile Picture
    DAnny3211 11,417 Super User 2026 Season 1 on at

    Hi there,

    To generate the reports you've described in Dynamics 365 Business Central, you can use Account Schedules combined with Dimensions and Filters. Here's a general approach:

    1. Business Unit Profitability

    • Use Account Schedules to create a custom layout.
    • Apply dimension filters for EUC and DT.
    • Set up columns for:
      • Actual (using G/L entries)
      • Budget (using budget entries)
      • Variance (calculated as Actual - Budget)
    • For cumulative data, set the date filter from March 1, 2025 to August 31, 2025.

    2. Brand Profitability

    • Create a separate Account Schedule or use Analysis Views.
    • Use the Brand dimension to filter by product (e.g., Dell, ASUS, etc.).
    • Include metrics like Revenue, Gross Profit, Gross Profit Margin %, and Quantity.
    • Again, use date filters for both monthly and cumulative views.

    If you're unfamiliar with setting up Account Schedules or Analysis Views, I recommend checking out the official Microsoft documentation or reaching out to your Business Central partner for tailored support.

    Let me know if this helps, and please mark the response as helpful if it answered your question 😊

    Best regards!

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