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Hello:
I need to review reporting features that are available in Business Central and, specifically, on financials.
The first and second segment of a chart of accounts, prior to importing into Business Central, identified division and department.
So, I want to examine the "canned" reports in Business Central and see how easy it is to set them up and accomplish such tasks as reporting on specific accounts and running the reports for the General Ledger by division. A good example of a report that I'd like to design is the Budget to Actual P&L set up by division.
I do know how to run the Detailed General Ledger Trial Balance, Aging Schedules for A/P and A/R, the Balance Sheet, and the P&L Statement in Business Central.
But, as far as gaining an overview of these report options is concerned, is this something best handled through learning Account Schedules? If so, would modifying Account Schedules offer the ability to accomplish the modifications that I have specified here?
Thanks!
John
If Division and department are dimensions then account schedules is a good way to go. If either are shortcut dimensions then use an analysis view in conjunction with account schedules.
There is less configuration options with the other reports out the box. If you need something different then Power BI is a free option as you can publish account schedules as web services or just use multiple page data and then model the data as you need, within the possibilities of the product.
This blog post is good as a learning resource: www.archerpoint.com/.../how-create-column-layouts-account-schedules-dynamics-nav
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