Skip to main content

Notifications

Announcements

Check out the New Agent Creator Community
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... / Financial Report not p...
Small and medium business | Business Central, N...
Suggested answer

Financial Report not producing desired results

(1) ShareShare
ReportReport
Posted on by CU29101917-0 76
Im creating a report in BC that uses a calender year format. 
 
Example:
 
 
 
 
 
The amount 627,288 is equally divided in 4 time periods of Jan-March, April-June, Jul-Sep and Oct-Dec. This amount is $153,567.
 
However, when I create the same report in BC, I am getting a different amount for each time period. 
 
 
 
I am trying to figure out why BC is producing different amount for each time period? 
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 84,621 Super User 2025 Season 1 on at
    Financial Report not producing desired results
    Hi, Please check if Accounting Periods is set? If not, "FY" will have no effect.
     
    Hope this helps.
    Thanks.
    ZHU
  • Ramesh Kumar Profile Picture
    Ramesh Kumar 5,297 on at
    Financial Report not producing desired results

    I recommend clicking 'Show All Lines' to see if you can identify the lines causing the variance.

    1. Another option to check is whether there’s a different calendar created besides the base one.
    2. Also, review the accounting period
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 28,279 Super User 2025 Season 1 on at
    Financial Report not producing desired results
    Your Comparison Period Formula looks correct. Do you have accounting periods set up? Also, what values do you have in the Column Type field in both the row and column definitions? If the report isn’t working, one of these two settings is likely incorrect.
     
  • Gerardo Rentería García Profile Picture
    Gerardo Rentería Ga... 19,937 Most Valuable Professional on at
    Financial Report not producing desired results
  • CU29101917-0 Profile Picture
    CU29101917-0 76 on at
    Financial Report not producing desired results
    hi @valentin, please see
     
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 28,279 Super User 2025 Season 1 on at
    Financial Report not producing desired results
    What formulas do you have under your report column definition?
     

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

News and Announcements

Check out the New Agent Creator Community

Quick Links

Jainam Kothari – Community Spotlight

We are honored to recognize Jainam Kothari as our June 2025 Community…

Congratulations to the May Top 10 Community Leaders!

These are the community rock stars!

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

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

#1
Sohail Ahmed Profile Picture

Sohail Ahmed 1,452

#2
YUN ZHU Profile Picture

YUN ZHU 1,313 Super User 2025 Season 1

#3
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 1,083 Most Valuable Professional

Last month Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans