Filtering Customer Trial Balance or Aged Accounts Receivable by posting group.

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Posted on by SL_GP_BC_123

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In Business Central, we are reviewing the Customer Trial Balance and Aged Accounts Receivable reports and want to filter both reports by Customer Posting Group. Although these reports include a Customer Posting Group filter, it only filters based on the default posting group on the Customer record.

However, we need to filter by the Customer Posting Group that was actually used on each transaction. We can achieve this when working directly with Customer Ledger Entries, but this doesn’t appear to be possible within the standard versions of these two reports.

Aside from creating a custom report, is there any way to filter the Aged Accounts Receivable or Customer Trial Balance reports using the transaction‑level Customer Posting Group?

Look forward to a response.

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Dynamics 365 Business Central

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YUN ZHU 98,304 Super User 2026 Season 1 on at

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Hi, As far as I know, there's no other way besides customization.
This report is designed with the Customer table as the header dataitem, so you can only filter fields from the customer table.

Thanks

ZHU

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Khushbu Rajvi. 21,573 Super User 2026 Season 1 on at

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Standard reports filter by the default Customer Posting Group on the Customer card, not by the posting group used on individual transactions. To analyze balances by the transaction-level Customer Posting Group, a custom report is required.

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Dhiren Nagar 2,876 Super User 2026 Season 1 on at

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Hi,

The reports have Data Item (Tables) of Customer as Primary table to run the report and hence if you apply the filter of Customer posting group it will apply the filter on Default value defined on the customer and not on the Customer ledger entry.

If you want to apply filter on Customer Ledger entry field it is better to create custom report or extend the report to apply the filter before report output variables are calculated.

So in standard report apart from Customization there is no possible solution to generate the report by applying customer posting group filter on transaction.

Regards,

Dhiren.

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OussamaSabbouh 11,491 Super User 2026 Season 1 on at

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Hello ,

In standard Business Central, you can’t filter Customer Trial Balance or Aged Accounts Receivable by the transaction-level Customer Posting Group; the filter on these reports always uses the default posting group from the Customer card, not the Customer Ledger Entry posting group that was actually used when posting. Even though the correct posting group is stored per ledger entry, the standard report datasets don’t expose or filter on it, and there’s no setup or workaround to change that behavior. If you need accurate historical filtering by posting group, the only supported options are a custom report or a report extension based on Customer Ledger Entries.

Regards,
Oussama Sabbouh

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SL_GP_BC_123 1,090 on at

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Thank you all @YUN ZHU , @Khushbu Rajvi. @OussamaSabbouh, @Dhiren Nagar

I was already expecting the answer, but just thought I'd ask anyway. We'll use the Customer Ledger filter for now and will revisit with a custom report.

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