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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Report to show Custom ...
Small and medium business | Business Central, N...
Answered

Report to show Custom Ledger entries

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Posted on by Kiptoo 45

 Hello,

I want to create a report in NAV that fetch GL entries(table 17) per month i.e adds all credits and debits and shows in the report.Any short method of fetching the data?

this is my sample report I want .I also want to add Balance at date from table 15

GL Account

Date

credit

Debit

Balance at date

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 
I have the same question (0)
  • Suggested answer
    JAngle Profile Picture
    JAngle 133 on at

    Try the detail trial balance report. You can alter the layout with a custom layout to reduce the columns if needs be

  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 95,432 Super User 2025 Season 2 on at

    Hi, adding to Josh's reply, you can also try to use Account Schedules. You can set up various layouts to define the information that you want to extract from the chart of accounts.

    More details:

    https://docs.microsoft.com/en-us/dynamics-nav-app/bi-how-work-account-schedule

    https://docs.microsoft.com/en-us/dynamics-nav-app/finance-account-schedule

    https://www.youtube.com/watch?v=ijHG3HUsznQ

    Hope this will help.

    Thanks.

    ZHU

  • Kiptoo Profile Picture
    Kiptoo 45 on at

    Thanks Josh,this really  opened My eyes...

    Another question maybe, is there code that can filter records of one day and combine credits and debits? am looking forward to see monthly and daily reports

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