web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Budget/Actual report
Small and medium business | Business Central, N...
Suggested Answer

Budget/Actual report

(0) ShareShare
ReportReport
Posted on by Community Member

Hello,

I am trying to create a P&L budget to actual report.

I have been able to upload the budget into BC and create the following report:

pastedimage1598053084003v1.png

This simple format is sufficient but I need to drill down to the 

account level, also, it is not populating for me.

Any thoughts?

I have the same question (0)
  • Suggested answer
    JAngle Profile Picture
    JAngle 150 on at

    Have you tried using account schedules? Takes away the need to develop from scratch and has drill down. Users can add filters on the fly and change column views too. docs.microsoft.com/.../bi-how-work-account-schedule

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the February Top 10 Community Leaders

These are the community rock stars!

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

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 1,857 Super User 2026 Season 1

#2
YUN ZHU Profile Picture

YUN ZHU 1,047 Super User 2026 Season 1

#3
Dhiren Nagar Profile Picture

Dhiren Nagar 959 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans