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

Generate GL Report

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Posted on by

Hello - i want to generate a GL Report/ Journal Report by transactions which will show dates, amounts, description, dimensions etc in a table format so it's easy to run filters and formulas etc.  

Currently - i'm able to obtain a report that is not very manage of user friendly. 

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Generate GL Report

    Hello,

    Marco beat me to the answer. :)

    Steve

  • Suggested answer
    Marco Mels Profile Picture
    on at
    RE: Generate GL Report

    Hello,

    Usually you can add a license for PowerBi to the users via Office 365 portal.

    docs.microsoft.com/.../service-admin-licensing-organization

    Thanks.

  • Community Member Profile Picture
    on at
    RE: Generate GL Report

    Hi Steven - we have business central already. I was referring to Power BI the basic version. How can i add that to business central? Thanks

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Generate GL Report

    Hello,

    You can sign-up for a Trail Version of Business Central for 30 days. After 30 days, your Partner can extend up to 90 days total. This will give you 90 days to play and test the software.

    Use this link to walk you through the process:

    docs.microsoft.com/.../

    Thanks,

    Steve

  • Community Member Profile Picture
    on at
    RE: Generate GL Report

    Steve - quick question. How did you download the free version of BI in business central? Thanks

  • Community Member Profile Picture
    on at
    RE: Generate GL Report

    Thank you Steve. We're on boarding Jet currently. I will reachout if i have any issues. But seems that Jet is the route that is best for reporting. 

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Generate GL Report

    Hello,

    I have taught my customers to open the General Ledger Entries and using Filters create a list to export to Excel. Now this is cumbersome so most of my customers use Jet Reports or Power BI to generate the reports needed.

    Jet Reports is very easy to create a Report reading table 17 and applying a standard report Option page you can fill in filters and report the columns you need.

    I have a sample Customer Ledger Entry one but the concept is the same if you want to see it.

    Thanks,

    Steve

  • Suggested answer
    MahGah Profile Picture
    15,443 on at
    RE: Generate GL Report

    I think Josh provided more details here.

    We are using both Jet and PowerBi. I think Jet is a great tools for report designing and helped us a lot.

  • Community Member Profile Picture
    on at
    RE: Generate GL Report

    Thank you. I will try Power BI as a temp fix before onboarding Jet Reports.  

  • Community Member Profile Picture
    on at
    RE: Generate GL Report

    Than you - i was avoiding in the temporary term to onboard Jet Reports. I think i will eventually head toward that way since it provides better dynamic reporting capabilities. thx

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