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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / monthly financial stat...
Small and medium business | Business Central, N...
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monthly financial statement

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Posted on by Yang Gao 20

how to create the excel version monthly financial statements (Income Statement, Balance Sheet)?

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  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Yang,

    You can create an Account Schedule for your Balance Sheet and Income Statement and Export to Excel the image. Here is a link on Account Schedules in BC - docs.microsoft.com/.../bi-how-work-account-schedule

    Thanks,

    Steve

  • Yang Gao Profile Picture
    Yang Gao 20 on at

    Thank you Steve,

    The account schedule are already on there but i want to run a monthly report in one (each column show each month)

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Yang,

    OK, you want to run an Account Schedule that shows each Month/Period as a column. You will need to create a Column Layout that reflects periods (sample below):

    This example uses comparison date

    pastedimage1617813093014v2.png

    or using comparison period

    pastedimage1617813118868v3.png

    Hope this helps.

    Thanks,

    Steve

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