Help Needed: Balance Sheet Report Filter Issue in Business Central

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Posted on by Jeel P

Hi everyone,

Is there anyone who can help me configure the Balance Sheet financial report in Business Central?

Requirement:

I want to view my Balance Sheet for a specific period — e.g., 3 months or 5 months (like Jan to May). I’ve applied a date filter in the report options (e.g., 01/01/25..05/31/25), but the report still shows data for all other months (with the same values repeated across each column).

I’m using a customized row and column definition, but the filter doesn’t seem to affect the output as expected.

Has anyone faced this before, or can they guide me on how to fix this?

Feel free to connect with me on LinkedIn: https://www.linkedin.com/in/jeel-paun

Thanks in advance!

— Jeel Paun

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Dynamics 365 Business Central

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Andrés Arias 4,190 Super User 2025 Season 2 on at

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Hello,

You can check the following links to validate the column and filter settings for the months.

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

https://learn.microsoft.com/en-us/dynamics365/business-central/bi-design-financial-reports#when-to-use-a-comparison-period-formula-and-comparison-date-formula-in-a-column-definition

https://cetastech.com/how-to-use-comparison-period-and-date-formulas-in-business-central-financial-reporting

If you have any questions, let me know.

Regards,

Andres

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Gerardo Rentería Ga... 25,371 Most Valuable Professional on at

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Hi, good day
I hope this can help you, and give you some hints.

D365 Business Central: Account Schedule Filters and Dimensions

Dynamics 365 Business Central AS 101 Lesson 10: Comparison Period v. Comparison Date — Kerry Peters

Best Regards
Gerardo

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YUN ZHU 95,746 Super User 2025 Season 2 on at

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Hi, You can refer to the following two standard reports

Hope this helps.

Thanks.

ZHU

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Ewon Tan 83 on at

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hi Expert,

I did try out but it seem still facing the same issue as Jeel's facing.

Example: date filtering select between July and august and click recalculate but the results of sept till november value still showing.

May I know when and how to select the date filter and view by.

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