web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Small and medium business | Business Central, N...
Suggested Answer

Sales report with Margins

(0) ShareShare
ReportReport
Posted on by 172

I am having a difficult time find a report that will allow me to choose a date period for a month and show me the sales with my COGS to see the margin either by business unit, grouping or some category. Any help would be appreciated.

I have the same question (0)
  • Suggested answer
    Inge M. Bruvik Profile Picture
    1,105 Moderator on at

    I think you have to create you own report for that using Financial reporting - what used to be called account schedule.

    Maybe you can find some inspiration here:

    learn.microsoft.com/.../bi-how-create-analysis-views-reports

  • Suggested answer
    KasparsSemjonovs Profile Picture
    4,764 Super User 2025 Season 2 on at

    Customer / Item Sales - show sales amount, and profit for each sold item to each Customer.

    Try creating "Inventory Analysis Report" - it is similar to Inge's mentioned Financial Reporting, where You define Rows and Columns - You can create needed rows and then provide the filter how values are calculated - it can be Item or Item Group with a filter to global dimension. In columns You can set to show value beginning balance Balance at end date, net change, year to date and others and for this period show Quantity, Sales Amount, Cost amount, Unit Price,  Unit cost and others.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 3,229

#2
Jainam M. Kothari Profile Picture

Jainam M. Kothari 1,867 Super User 2025 Season 2

#3
YUN ZHU Profile Picture

YUN ZHU 1,153 Super User 2025 Season 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans