Hi, Readers.
Dynamics 365 Business Central 2026 wave 1 (BC28.1) is generally available. More details: Cumulative Update Summary for Microsoft Dynamics 365 Business Central (May, 2026)
I will continue to test and share some new features that I hope will be helpful. In this post, I would like to talk about Use enhanced and faster reports for analysis of deferrals and trial balances.
Use enhanced and faster reports for analysis of deferrals and trial balances
Business value:
https://learn.microsoft.com/en-us/dynamics365/release-plan/2026wave1/smb/dynamics365-business-central/use-enhanced-faster-reports-analysis-deferrals-trial-balances?wt.mc_id=DX-MVP-5004336
Built-in deferral report Excel layouts now include subtotals, making it easier to review balances, improve transparency, and reduce manual spreadsheet work during reconciliation and audit processes. Several standard finance Excel reports also run significantly faster, helping finance teams analyze data and complete period-end tasks more efficiently. In addition, new analysis views on key finance list pages provide improved filtering and slicing of ledger and asset activity. Together, these enhancements increase reporting performance, strengthen financial oversight, and support faster, more informed decision-making.
In Business Central 2025 wave 2 (BC27), Microsoft enhanced the Deferral Reporting functionality, more details: Business Central 2025 wave 2 (BC27): Deferral reporting enhancements (Replacing RDL layouts with Word and Excel formats and adding three new list pages)
And they have introduced further updates in this wave (BC28). Let’s see more details.
To make it easier to review balances during reconciliation and audit processes, Microsoft has added subtotals to Excel layouts for the built-in deferral reports:
- Deferral Summary – G/L
- Deferral Summary – Purchasing
- Deferral Summary – Sales
PS: Microsoft added subtotals to the Excel layouts for these built-in sales reports:
- Salesperson Commission
- Customer/Item Sales
- Inventory Order Details
- Inventory Customer Sales
- Inventory – Sales Back Orders
More details: Business Central 2026 release wave 1 (BC28): Analyze customer loyalty and other sales scenarios
Performance is important to everyone, so Microsoft found ways to speed up the following standard finance Excel reports:
- Trial Balance
- Consolidated Trial Balance
- Trial Balance/Budget
- Trial Balance by Period
- Trial Balance Previous Year
To help you filter and slice ledger and asset activity, analysis view is now available on the following list pages:
- GL Registers
- Fixed Assets Ledgers
Great, give it a try!!!😁
END
Hope this will help.
Thanks for reading.
ZHU
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