web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Small and medium business | Business Central, N...
Suggested Answer

Update insights reports on role page

(0) ShareShare
ReportReport
Posted on by 10

Hi! Does anyone know if there is an easy method to updating the dashboard insights reports on one's main role page?  I've a few charts on my dashboard that are older and would like to update them and make a few new ones, however when I go to get or create the chart/report it doesn't show a place to pull it from?  I'm looking to assign sets of data from my database example: Revenue (Y axis)over Time (x-axis) but can't seem to get the system to allow me to choose that data set and have it show up on my dashboard.  Using BC20.

pastedimage1681751398013v1.png

I have the same question (0)
  • Suggested answer
    YUN ZHU Profile Picture
    99,086 Super User 2026 Season 1 on at

    Hi, generally, it is updated by modifying the settings in the following settings.

    pastedimage1681781677153v1.png

    pastedimage1681781713508v3.png

    pastedimage1681781700936v2.png

    If you need to automate it, maybe the following method can do it, I'm sorry I haven't tested it.

    https://businesscentralgeek.com/how-to-run-background-processes-in-business-central-page-background-tasks

    PS: Due to the limited Chart feature in BC, there will be more customers using Power Bi now.

    https://yzhums.com/31142/

    pastedimage1681782064214v4.png

    Hope this helps.

    Thanks.

    ZHU

  • Suggested answer
    Shawnsauve Profile Picture
    1,095 on at

    It sounds like you are trying to update and create new charts on your dashboard in BC20. To do this, you will need to follow these steps:

    1. Go to your dashboard in BC20 and click on the "Edit Dashboard" button.

    2. Locate the chart or report you want to update or create and click on the gear icon to edit it.

    3. In the chart editor, select the type of chart you want to create or update, such as a line chart for revenue over time.

    4. Select the data source for your chart by clicking on "Add Data Source" and choosing the appropriate database table or query.

    5. Configure the chart settings, such as the x-axis and y-axis fields and any filters or groupings you want to apply.

    6. Preview the chart to ensure it displays the data correctly and looks the way you want it to.

    7. Save the chart and return to your dashboard to see the updated or new chart.

    If you are having trouble selecting the appropriate data source or configuring your chart settings, you may need to consult the BC20 documentation or seek assistance from technical support. They can help you troubleshoot any issues and ensure that your charts and reports are working correctly.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 1,993 Super User 2026 Season 1

#2
YUN ZHU Profile Picture

YUN ZHU 1,116 Super User 2026 Season 1

#3
Khushbu Rajvi. Profile Picture

Khushbu Rajvi. 557 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans