Skip to main content

Notifications

Community site session details

Community site session details

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

Interactive trial balance

(1) ShareShare
ReportReport
Posted on by 15
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
  • Suggested answer
    Khushbu Rajvi. Profile Picture
    17,402 Super User 2025 Season 1 on at
    Interactive trial balance
  • Sohail Ahmed Profile Picture
    4,311 on at
    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.
     
    Mark below checkbox to make this answer Verified if it helps you.
     
     
  • Suggested answer
    Ramesh Kumar Profile Picture
    5,297 on at
    Interactive trial balance
    I hope below can help you
     
     
    Thanks
    Ramesh
     
    If this was helpful, please check the "Does this answer your question?" box and mark it as verified.
  • Suggested answer
    Andrés Arias Profile Picture
    689 on at
  • Suggested answer
    Sagar Dangar, MCP Profile Picture
    562 on at
    Interactive trial balance

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

Jainam Kothari – Community Spotlight

We are honored to recognize Jainam Kothari as our June 2025 Community…

Congratulations to the May Top 10 Community Leaders!

These are the community rock stars!

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

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

#1
Sohail Ahmed Profile Picture

Sohail Ahmed 1,452

#2
YUN ZHU Profile Picture

YUN ZHU 1,313 Super User 2025 Season 1

#3
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 1,083 Most Valuable Professional

Featured topics

Product updates

Dynamics 365 release plans