Business Central Aged Receivables report in Power BI

(7) Share

Report

Posted on by RD-11011729-0

133

I need some help to create a Aged Receivables report as at a given date in Power BI with additional aged buckets. The user should be able to specify the date get this report. e.x. The user should be able to get a Aged Receivables report as at 31.03.2025

I'm able to produce the same data as the Aged AR report when looking at the Customer Ledger Entries table and applying the filters as shown below. What BC tables should I connect in Power BI to produce this report where user will have the ability specify the date like 31/03/2023 below . Not sure how the date filter is working in BC

I do I connect this filtered data to the Power BI dashboard so that I can create my own AR report with the required aged buckets

Appreciate some help

Categories:

Dynamics 365 Business Central

I have the same question (0)

All responses (5)

Answers (2)

Sort by

Suggested answer

Dhiren Nagar 2,910 Super User 2026 Season 1 on at

Like (1)

Report
Copy link

Link copied!

Hi,

There is no need for your to customize this report in Power BI, while it is already available in standard out of the box Power BI finance app.

You can read more about finance app here - https://learn.microsoft.com/en-us/dynamics365/business-central/finance-powerbi-app

You can read more about Aged Receivable report in BI here - https://learn.microsoft.com/en-us/dynamics365/business-central/finance-powerbi-aged-receivables-back-dating

There is also aged payables here - https://learn.microsoft.com/en-us/dynamics365/business-central/finance-powerbi-aged-payables-back-dating

These reports support back dating as well and custom buckets. If let's say this does not satisfy your purpose, you can copy and use them for custom report.

✅ Tick the checkbox below to mark the answer as verified, if it helped resolve your question.

Regards,

Dhiren.

LinkedIn - https://www.linkedin.com/in/ca-dhiren-nagar-5079081b2/

Blog - https://dhirennagar.blogspot.com/

Was this reply helpful? Yes No
Verified answer

OussamaSabbouh 15,186 Super User 2026 Season 1 on at

Like (1)

Report
Copy link

Link copied!

Hello ,

That date filter in Customer Ledger Entries is a FlowFilter (“Date Filter”) that recalculates FlowFields like Remaining Amt. (LCY) “as of” the selected date, so you can’t replicate it in Power BI by only filtering rows in Customer Ledger Entry; you need to model the same logic using Customer Ledger Entry + Detailed Customer Ledger Entry + a Date table/slicer, then build measures that apply postingDate <= selected AsOfDate on the detailed entries to compute the open/remaining balance “as at” the slicer date, and finally bucket by due date (or document date) into whatever aging buckets you want—this is also the same table combo Microsoft calls out for its own finance Power BI content around customer ledger/receivables.

Regards,
Oussama Sabbouh

Was this reply helpful? Yes No
Suggested answer

YUN ZHU 100,212 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!

Hi, This is a special filter on BC that, as far as I know, cannot be added using external tools such as Power BI.

Dynamics 365 Business Central: How to set a default “Filter totals by” (FlowFilters) on lists

https://yzhums.com/58308/

Additionally, if you publish this standard page to a web service and access it from Power BI, this practice will be unavailable next year.

https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/upgrade/deprecated-features-platform?wt.mc_id=DX-MVP-5004336#changes-in-2027-release-wave-1-version-300

Hope this helps.

Thanks.

ZHU

Was this reply helpful? Yes No
RD-11011729-0 133 on at

Like (0)

Report
Copy link

Link copied!

Dear all, thanks for your time and suggestions

Dhiren Nagar Is there a way to add additional aged buckets to the standard report , the standard report has 4 aged buckets can I add two more buckets , if no how can I copy the out of box report and add additional buckets

OussamaSabbouh When I tried to connect tables from BC in Power BI desktop , I see the Customer ledger entries table , but don't see an option to connect to the detailed Customer Ledger entries table, appreciate some help here

Was this reply helpful? Yes No
Verified answer

Dhiren Nagar 2,910 Super User 2026 Season 1 on at

Like (1)

Report
Copy link

Link copied!

Hi @RD-11011729-0,

This modification of the standard report you need to do in Power BI. I've limited understanding on how that will work. It's better to ask this question in Power BI Community here - https://community.fabric.microsoft.com/t5/Power-BI-forums/ct-p/powerbi

✅ Tick the checkbox below to mark the answer as verified, if it helped resolve your question.

Regards,

Dhiren.

LinkedIn - https://www.linkedin.com/in/ca-dhiren-nagar-5079081b2/

Blog - https://dhirennagar.blogspot.com/

Was this reply helpful? Yes No