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Column Headers in Account Schedules

Posted on by 265

I am used to working with Management Reporter and being able to have multiple lines of column headers but I can't find a way in Account Schedules. Also, to pull in so real time data (i.e. month)

Looking to do the following

pastedimage1651679579125v1.png

Am I missing something?

  • Suggested answer
    Vinita_Kas Profile Picture
    Vinita_Kas 325 on at
    RE: Column Headers in Account Schedules

    Hi There

    I am adding 2 links here refer how you could create an additional column and then do reporting based on that

    Is that what you need?

    pastedimage1651724590648v1.png

    dynamicsnavfinancials.com/.../

    archerpoint.com/.../

    Regards

    Vinita

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 69,933 Super User 2024 Season 2 on at
    RE: Column Headers in Account Schedules

    Hi, for the Period Formulas, hope the following helps.

    https://docs.microsoft.com/en-ca/dynamics365/business-central/bi-how-work-account-schedule#comparing-accounting-periods-using-period-formulas

    Thanks.

    ZHU

  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 11,423 User Group Leader on at
    RE: Column Headers in Account Schedules

    Oh, you only have the Column Header to use for the Columns and it's not multiple lines.

    3/31/22 (A)           7/31/20 (B)              VARIANCE (A-B)

    You would have to shorten your Column Header like the above example.

  • LB_Pgh Profile Picture
    LB_Pgh 265 on at
    RE: Column Headers in Account Schedules

    I understand how account schedules and column layouts and mix/match

    What I am looking for is multiple lines of an individual column like

    As of 3/21/2022

            B

        2022

    That as the 3 label lines for column 10 for example

  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 11,423 User Group Leader on at
    RE: Column Headers in Account Schedules

    In BC, Account Schedules are used in conjunction with Column Layouts. Account Schedules define the lines and totalling while Column Layouts define what is printed. You can mix and match or define one Column Layout to each Account Schedule.

    You example is easy in Column Layouts.

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