News and Announcements icon

Dynamics 365 CommunityForums Small and medium business | Business Central, N... Customer Sales History...

Small and medium business | Business Central, N...

Answered

Customer Sales History - Yearly Comparison Report

(0) Share

Report

Report

Posted on by JE-29041340-0

385

Hi:

Although Business Central's Sales History Report is good, it doesn't display prior year profit margin or prior year dollars sold. It simply shows prior year quantity sold.

If there is no such report that displays this additional prior year data, is modification of the Sales History Report possible?

Or, is it best to build such a report using Power BI?

Thanks!

John

Categories:

Business Central

Business Central

Business Central

Business Central

All responses Img

All responses (1)

Answers Img

Answers (1)

Verified answer

YUN ZHU 73,698 Super User 2024 Season 2 on at

Like (1)

Report

Customer Sales History - Yearly Comparison Report

Hi, maybe you can also try Sales Analysis Reports feature, this is a standard feature.

https://learn.microsoft.com/en-us/dynamics365/business-central/bi-how-create-analysis-views-reports?wt.mc_id=DX-MVP-5004336

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

If you need to add fields to a standard report (Sales History Report), this will require customization.

If you use Power BI, you also need to publish the data on APIs or Web Service first.

Hope this helps.

Thanks.
ZHU

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2

Martin Dráb 230,235 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans