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KPI reports for documents to register on microsoft dynamics business central

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Posted on by BV-26070648-0

Report to measure the performance of finance team, we are looking for KPI report which provide us no. of invoices and orders received during a period, time taken to action on the same without error.

Report to measure the performance of operations team, we are also looing for transactions which kept on hold temperory and how much time it kept on hold for.

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Dynamics 365 Business Central

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Gerardo Rentería Ga... 25,390 Most Valuable Professional on at

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Hi

You could rely on the analysis view to analyze this information, then you can record this view and share it. Let's wait for the comments of other colleagues, and their points of view.

Ad-hoc analysis of sales data - Business Central | Microsoft Learn

BR

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Valentin Castravet 31,551 Super User 2025 Season 2 on at

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Can you expand on 'time taken to action on the same without error'? Do you mean the time it takes for a sales order to be posted?

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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YUN ZHU 95,763 Super User 2025 Season 2 on at

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Hi, hope the following helps.

Set Up and Publish KPI Web Services Based on Financial Reports

https://learn.microsoft.com/en-us/dynamics365/business-central/bi-how-to-set-up-and-publish-kpi-web-services-based-on-account-schedules?wt.mc_id=DX-MVP-5004336

Thanks.

ZHU

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