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Custom Financial Reports

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Posted on by 15

I understand that the Report 25 Account Schedule has many options as Balance Sheet, Income Statement, Statement of Cash Flow, etc.

I need to customize each report in Power Builder, but it´s the same file rdl. How can I work with each report in Power Builder?

Thanks for all.

JCP

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  • Pulido Profile Picture
    Pulido 15 on at
    RE: Custom Financial Reports

    Hello, ZHU.

    Again, thank you for all.

    Last question: do you know what table in BC365 stores amounts theses Account Schedules (Balance Sheet, Income Statement, Statement of Cash Flow)?

    JCP7024.Captura1.PNGpastedimage1672188198794v1.png

  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 60,007 Super User on at
    RE: Custom Financial Reports

    Hi, I think you can use the new function below to do it, just create multiple Layout files you need.

    Business Central 2022 wave 2 (BC21) new features: Choose the report layout on request page (Select a report layout before printing)

    https://yzhums.com/29568/

    pastedimage1672096776819v1.png

    Hope this helps.

    Thanks.

    ZHU

  • Pulido Profile Picture
    Pulido 15 on at
    RE: Custom Financial Reports

    Thank you very much!!

    JCP

  • Pulido Profile Picture
    Pulido 15 on at
    RE: Custom Financial Reports

    Thank you YUN ZHU.

    I have many expirience with Power Builder. I need to customize the file "Report 25 Account Schedule" for each option as Balance Sheet, Income Statement, Statement of Cash Flow, etc.

    Do you know how can I work with this file rdl? Are there filters for this cases?

    Thank you for all.

    JCP

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 60,007 Super User on at
    RE: Custom Financial Reports

    Hi, After you need to download the software below, you can create or edit it.
    Of course, you can also use the plug-in in VS.

    https://www.microsoft.com/en-us/download/details.aspx?id=53613#:~:text=Report%20Builder%20provides%20data%20visualizations,create%20reports%20and%20shared%20datasets.

    pastedimage1671755564412v1.png

    But please note that the development language of this has nothing to do with Business Central, you need to spend a lot of learning costs.

    https://learn.microsoft.com/en-us/sql/reporting-services/report-builder-tutorials?view=sql-server-ver16

    Hope this helps.

    Thanks.

    ZHU

  • Suggested answer
    Andy Sather Profile Picture
    Andy Sather on at
    RE: Custom Financial Reports

    Hello,

    If you don't get further responses to this issue, you may want to raise a support request to Microsoft support via your CSP / Partner.

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