What is the best way to view or export Income Statement with dimensions

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Posted on by Micheleish

Is there a way to export or pull reports that will show a combined income statement with the two global dimensions broken down.

Basically a line in the income statement for each variation of dimensions used.

Account	Dept	Project	1/31/2024	2/29/2024	3/31/2024	4/30/2024	5/31/2024
41100	300	2250	2,250.00	2,250.00	2,250.00	2,250.00	2,250.00
41100	410	2250	(21,330.00)	(21,330.00)	(21,330.00)	(21,330.00)	(21,330.00)
41100	420	2250	(34,731.00)	(34,731.00)	(34,731.00)	(34,731.00)	(34,731.00)
41100	430	2250	(26,663.00)	(26,663.00)	(26,663.00)	(28,796.00)	(28,796.00)
41100	440	2250	(15,998.00)	(15,998.00)	(15,998.00)	(15,998.00)	(15,998.00)
41100	520	0000	(2,565.00)	(2,565.00)	(2,565.00)	(2,565.00)	(2,565.00)
41100	540	0000	(855.00)	(855.00)	(855.00)	(855.00)	(855.00)
41100	560	0000	(1,710.00)	(1,710.00)	(1,710.00)	(1,710.00)	(1,710.00)
41100	600	2250	(27,729.00)	(27,729.00)	(27,729.00)	(27,729.00)	(27,729.00)

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Dynamics 365 Business Central

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YUN ZHU 75,561 Super User 2024 Season 2 on at

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What is the best way to view or export Income Statement with dimensions

Hi, yes, currently you can only select all on the page and then manually copy and paste into excel. . . . .
Micheleish 99 on at

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What is the best way to view or export Income Statement with dimensions

Yun Zhu - Thank you for this I have seen the analysis view and it is helpful but I don't see a way to export this view.
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YUN ZHU 75,561 Super User 2024 Season 2 on at

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What is the best way to view or export Income Statement with dimensions

Hi, Using financial report is a very good way. The default Incoming Statement is a Financial report.

More details: Report Selection for standard documents (Set up default reports)

https://yzhums.com/43664/

In addition, if you only want to see the records of a few GL accounts, you can use n-client Analysis mode, which is very convenient.

More details: https://yzhums.com/35080/

Hope this hleps as well

Thanks.

ZHU
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Valentin Castravet 24,913 Super User 2024 Season 2 on at

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What is the best way to view or export Income Statement with dimensions

You can create a report using financial reporting that can do this. For example, if I go to the Financial Reporting Page, select and edit the rows for your income statement report:

In here I can create multiple rows for the same G/L Account. I can then add my 2 global dimensions as columns (personalize the page to add the fields), and for each row select a dimensions code:

Valentin Castravet

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