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Dynamics 365 CommunityForums Small and medium business | Business Central, N... General report

Small and medium business | Business Central, N...

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Posted on by BZ-03050753-0

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How can I generate report fro all transactions from 01/01/2023 till 31/12/2023 this report must include the following

Posting Date

Document Type

Document No.

G/L Account Name

G/L Account No.

Reversed

Description

Vertical

Product

Debit Amount

Credit Amount

Bal. Account Type

Bal. Account No.

VAT Date

Entry No.

External Document No.

Buyer Ecosystem

PFP client

Prospects Name

Supplier Name

Shareholders Code

Cost centres

Someone already did it in 2022 and takes only five minutes but I don't know how becaues it include all reansactions payable, recievable alll of them

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Dynamics 365 Business Central

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YUN ZHU 95,599 Super User 2025 Season 2 on at

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Are the following fields Dimensions? It looks like a combination of General Ledger Entries and Value Entries.

Buyer Ecosystem PFP client Prospects Name Supplier Name Shareholders Code Cost centres

For this specific development, it is recommended that you discuss specific needs with your partner.

Thanks.

ZHU

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BZ-03050753-0 68 on at

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I tried to generate the general report for all transaction of the year but I couldn't, any solution ?

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YUN ZHU 95,599 Super User 2025 Season 2 on at

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It's not clear what all transactions you mean include. I think you can collect the specific data you need. For example, for sales, you can find all invoices in Posted Sales Invoices, or find all invoice and payment details in Customer Ledger Entries.

Hope this helps.

Thanks.

ZHU

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Valentin Castravet 31,439 Super User 2025 Season 2 on at

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That looks like the General Ledger Entries Page exported to excel. You can open this page, apply a posting date filter for 01/01/2023 till 31/12/2023, and then export it to excel. If the page doesn't have all the fields you require, you can personalize it to add anything missing

Valentin Castravet

Zander ERP Services

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