Hi, Readers.
The public preview for Dynamics 365 Business Central 2024 release wave 2 (BC25) is available. Learn more: Link.
I will continue to test and share some new features that I hope will be helpful.
Use new reports and demo data for financial reporting:
Business value:
https://learn.microsoft.com/en-us/dynamics365/release-plan/2024wave2/smb/dynamics365-business-central/use-new-reports-demo-data-financial-reporting?wt.mc_id=DX-MVP-5004336
New reports are provided as demo data for Business Central. The reports can serve as ready-to-use reports, or as templates you can use to create your own financial reports. In addition, you can generate more demo data to get a better idea of what data the reports display.
The Financial Reports feature gives you insights into the financial data shown on your chart of accounts (COA). Business Central provides sample financial reports you can use right away as templates. You can also set up your own reports to specify the figures to compare.
With this wave (BC25), the list of standard reports for financial reporting is expanded to include five new reports.
The following table lists the new reports:
| Name | Description |
|---|---|
| TB | Trial Balance |
| BS DET | Balance Sheet Detailed |
| BS SUM | Balance Sheet Summary |
| IS DET | Income Statement Detailed |
| IS SUM | Income Statement Summary |
Note
The five reports are ready to use for the US version. For other country versions, you must map the row definitions to your chart of accounts in order for the reports to display any data. Microsoft will work on providing the ready-to-use experience for more country versions in future releases.
In addition, a set of five new row definitions and 12 column definitions are provided. You can combine them to create more than 25 new reports.
The following table lists the new column definitions:
| Name | Description |
|---|---|
| BBDRCREB | TB Beginning Balance Debits Credits Ending Balance |
| BSTREND | BS 12 Months Balance Trending Current Fiscal Year |
| CB | BS Current Month Balance |
| CB V PB | BS Current Month Balance v Prior Month Balance |
| CB V SPYB | BS Current Month Balance v Same Month Prior Year Balance |
| CNC | IS Current Month Net Change |
| CNC BUD | IS 12 Months Net Change Budget Only |
| CNC V PNC | IS Current Month Net Change v Prior Month Net Change |
| CNC VSPYNC | IS Current Month Net Change v Same Month Prior Year Net Change |
| CNCVPNCYOY | IS Current Month v Prior Month for CY and Current Month v Prior Month for PY |
| CVC YTDBUD | IS Current Month v Budget Year to Date v Budget and Bud Total and Bud Remaining |
| ISTREND | IS 12 Months Net Change Trending Current Fiscal Year |
For example,
Great, give it a try!!!😁
PS:
1. Best practices for working with financial report definitions
Financial report definitions aren’t versioned. When you change a report definition, the old version is replaced when your change saves to the database. The following list contains some best practices for working with financial report definitions:
- If you add report definitions, choose a good code and fill in the description field with a meaningful text while you still know what you use the report for. This information helps your coworkers (and your future self) to work with the report and perhaps changing the report definition.
- Before you change a report definition, consider taking a copy of it as a backup, just in case your change doesn’t work as expected. You can either just copy the definition (give it a good name), or export it. To learn more, go to Import or export financial report definitions.
- If you need a fresh copy of a definition that Business Central provides, an easy way to get one is to create a new company that only contains setup data. Then, export the definition and import it in the company where the definition needs a refresh.
2. MS Learning path: Create financial reports in Microsoft Dynamics 365 Business Central
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Hope this will help.
Thanks for reading.
ZHU
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