Interactive trial balance

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Posted on by TP-12111334-0

So on our old system, we could run a trial balance and it allowed you to drill down on each entry to take you to that entry but on BC we can only seem to draw up a dumb report that has no linking ability.

Is this functionality hidden somewhere, or can it be done through something like Power Bi?

Thanks

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Dynamics 365 Business Central

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Khushbu Rajvi. 19,137 Super User 2025 Season 2 on at

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Interactive trial balance

Hope this helps as well https://www.youtube.com/watch?v=Y8u0f87UYCc

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Sohail Ahmed 11,086 Super User 2025 Season 2 on at

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Interactive trial balance

Maybe this will help clarify.

In Business Central, the standard Trial Balance report is a static report with no drill-down. However, for interactive analysis, you can use:

Options:

1. Chart of Accounts → Navigate → G/L Balance/Entries

You can drill down from the Chart of Accounts to see balances and underlying entries.

2. Account Schedules

More flexible than Trial Balance and allows drill-down to entries directly.

3. Power BI

For advanced interactive reports, connect BC to Power BI and build a drill-through trial balance view.

There’s no "interactive trial balance" out of the box like some legacy systems, but these methods give you similar or better functionality.

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Ramesh Kumar 7,511 Super User 2025 Season 2 on at

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Interactive trial balance

I hope below can help you

https://learn.microsoft.com/en-us/dynamics365/business-central/reports/report-6?utm

Thanks

Ramesh

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Andrés Arias 4,164 Super User 2025 Season 2 on at

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Interactive trial balance

Hello,

I hope the following documentation will help you:

https://learn.microsoft.com/en-us/dynamics365/business-central/reports/report-6

And additional reports:

Detail Trial Balance: https://learn.microsoft.com/en-us/dynamics365/business-central/reports/report-4

https://learn.microsoft.com/en-us/dynamics365/business-central/finance-powerbi-balance-sheet

https://learn.microsoft.com/en-us/dynamics365/business-central/reports/report-4405

https://learn.microsoft.com/en-us/dynamics365/business-central/bi

I hope I can help.

Regards,

Andres

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Sagar Dangar, MCP 783 Super User 2025 Season 2 on at

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Interactive trial balance

Hi,

This might help you: Trial Balance (report) - Business Central | Microsoft Learn

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