Advanced Financial Reporting

Without being able to pull non-G/L data, you may be missing out on useful insights that can be found in your raw data in Dynamics 365 Business Central. The Advance Financial Reporting App allows you to access data from anywhere in Business Central so you can create meaningful reports without having to navigate various data sources. Advanced Financial Reporting enables you to:

• Access data from anywhere in Dynamics 365 Business Central, even outside the G/L
• Generate meaningful reports for Excel or PowerBI without extracting data from multiple sources
• Access draft data, enabling you to easily use quotes, orders and data from journals in your reporting
• Calculate sums or choose single values and count records in a dataset
• Seamlessly integrate with existing Dynamics 365 Business Central financial reporting functionality
• Filter rows or columns on companies, making cross company reporting much easier
• Access Financial Reports via API endpoint.
• Schedule prints and distribute them to email or SharePoint

How it Works

Advanced Financial Reporting allows you to define an Indicator which has a Method, table and filters:

• Lookup – Find any single value
• Sum – Sum of all records within a filter of records
• Count – Count all records within a filter of records
• Min and Max – The border values within a filter of records
• Average – Calculate the mean value of all records in a filter
• Custom – Allow a developer to create custom indicators

Examples of Indicators that can be created: