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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
    RE: monthly financial statement

    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
    RE: monthly financial statement

    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
    RE: monthly financial statement

    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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