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Reports for customers in Business Central

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Posted on by Ibakordor Kharmih

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I would like to get a report of the tasks billed in a customer PO from Business Central. Any idea how to do it? Can we use analyze? If yes, how?

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Judy Microsoft Employee on at

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Reports for customers in Business Central

You can refer to the documentation on "Receivables Management Reporting" in Business Central.

This documentation provides information on various reports throughout Business Central related to sales, customers, and receivables.

The reference Document:

Accounts Receivable Reports and Analytics - Business Central | Microsoft Learn
Inge M. Bruvik 32,748 Super User 2024 Season 1 on at

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Reports for customers in Business Central

Are you using the Jobs module to invoice your customer or how is that business process for you?

The way you invoice your customers will affect the way you should report your sales.

Especially if you want to look at the net margin between sales and cost.
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gdrenteria 12,181 Most Valuable Professional on at

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Reports for customers in Business Central

Hi

I don't quite understand what you mean by "tasks billed", here is a list of native sales reports. I hope I can help you with something.

https://learn.microsoft.com/en-us/dynamics365/business-central/sales-reports

best regards

Gerardo

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