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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / General report
Small and medium business | Business Central, N...
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General report

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Posted on by BZ-03050753-0 68
How can I generate report fro all transactions from 01/01/2023 till 31/12/2023 this report must include the following
 
Posting DateDocument TypeDocument No.G/L Account NameG/L Account No.ReversedDescriptionVerticalProductDebit AmountCredit AmountBal. Account TypeBal. Account No.VAT DateEntry No.External Document No.Buyer EcosystemPFP clientProspects NameSupplier NameShareholders CodeCost 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
Categories:
Business Central
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 24,824 Super User 2024 Season 2 on at
    General report
    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
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,698 Super User 2024 Season 2 on at
    General report
    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
  • BZ-03050753-0 Profile Picture
    BZ-03050753-0 68 on at
    General report
    I tried to generate the general report for all transaction of the year but I couldn't, any solution ?
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,698 Super User 2024 Season 2 on at
    General report
    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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