93

Equal naming of reports being emailed/saved as PDF

This affects all documents, but in this case I'll use Reminder as an example. When issuing a reminder and choosing email-distribution for the file, it's created as an attachment to the email with the name "Sales Issued Reminder XXXX.pdf". If I chose to print that same invoice and/or save it to ...

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3 Comments

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Category: Reports and Business Intelligence (300)

STATUS DETAILS
Under Review
Ideas Administrator
Thank you for your feedback. We are considering adding it to our longer term roadmap. 

Your help is greatly appreciated, 
Business Central Team
86

Analysis reports - date filters

Currently, it's not possible to add a date or date range before viewing the matrix for: Inventory analysis report Sales analysis report Purchase analysis report It would make the matrix much more use-able if dates could be added, to be able to produce a matrix for a specific reporting month for ...

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5 Comments

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Category: Reports and Business Intelligence (300)

STATUS DETAILS
Under Review
Ideas Administrator
Thank you for your feedback. We are considering adding it to our (longer term) roadmap.

Your help is greatly appreciated,
Mike Borg Cardona
Product Manager, Microsoft 
85

Allow users to add filter fields on report option

When running a report, a user can choose a filter for the pre-defined fields or replace an existing filter field with a new one, but a user can't add additional filter fields. For example, the Inventory Valuation report offers three field to filter on. Let's say the user makes use of these thr...

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6 Comments

Read more... 6 Comments

Category: Reports and Business Intelligence (300)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback. We released this feature as part of the functionality in Business Central 2019 release wave 2. Please refer to the following link for more information: https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamics365-business-central/powerful-filtering-capabilities-reports Your help was greatly appreciated, Mike Borg Cardona Program Manager, Microsoft
82

Publish more data for PowerBi, specifically for Dimensions report

We would like to be able to do reporting in PowerBi on Dimensions.  Currently, the dimension set ID field from table 20 is not published on page 20 that we can publish to PowerBi.   

This would make reporting much easier with Excel and PowerBi.

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2 Comments

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Category: Reports and Business Intelligence (300)

STATUS DETAILS
Completed
Ideas Administrator
Completed in a previous release

Best regards, Business Central Team
79

Schedule reports - Send by email and multiple users

Ability to schedule a report to :

- Send it by email

- Send it to single, multiple or all users

 

 

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4 Comments

Read more... 4 Comments

Category: Reports and Business Intelligence (300)

STATUS DETAILS
Under Review
Ideas Administrator
Thank you for your feedback. We need some more details to understand your suggestion better. Can you please help us by answering the following questions?
From the suggestion we feel the request is targeted at internal users only? Is that assumption correct? You are saying schedule and send email to USERS.
Is there an expectation to enumerate specific reports as for internal use only, e.g. they cannot be sent outside of the company, or they can be sent but to specific list of whitelisted contact (e.g. extenal accoutant)?

 ​
Sincerely,​
Ivan Koletic
PM, Microsoft​

76

Reports Due for Reworking

Top Sales Document Reports that are due for reworking: - 117 Reminder - 204 Sales - Quote - 205 Order Confirmation - 206 Sales - Invoice - 207 Sales - Credit Memo - 208 Sales - Shipment - 780 Certificate of Supply - 6631 Return Order Confirmation Top Purchase Document Reports that are due for re...

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8 Comments

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Category: Reports and Business Intelligence (300)

STATUS DETAILS
Under Review
Ideas Administrator
Thank you for this suggestion! We are adding this to our longer term roadmap.

Best regards,
Business Central Team
69

Account Schedule - Smart Column Captions

 Currently, Account Schedules are limited to static captions such as "Current Period" or "Prior Period"

The reports would be more readable if the Column Captions could be "smart" and display either the Date Filter being applied to the column or resolve to the Month / Period caption...

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4 Comments

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Category: Reports and Business Intelligence (300)

STATUS DETAILS
Needs Votes
68

Query Tool/Wizard

It will be great to have ability to create Queries, linking multiple tables in the 'front end' that could be "published" and then used in Excel, etc. to create reports, pivots.

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6 Comments

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Category: Reports and Business Intelligence (300)

STATUS DETAILS
Planned
2020 Release Wave 2
Ideas Administrator
Thank you for your suggestion, this is something we are looking at for a future release.  
 
Jennifer Ranz
Sr. Program Manager
66

User Defined Fields on Tables

Report Extensions are something many want but may be technically challenging. How about introducing a set of user defined fields on certain tables (or all) which can be populated as the client wishes via customer extensions. These fields can then be exposed in the dataset and used if required. Th...

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5 Comments

Read more... 5 Comments

Category: Reports and Business Intelligence (300)

STATUS DETAILS
Under Review
Ideas Administrator
Thank you for your feedback. We are considering adding it to our (longer term) roadmap.

Your help is greatly appreciated,
Mike Borg Cardona
Product Manager, Microsoft 
61

Account Schedule Formatting Enhancements

Account schedules should have more formatting options so that more polished financial statements can be made for sharing with management. Users should be able to select for each report whether it is printed in landscape or portrait, add report headers, determine which lines have currency symbols ...

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4 Comments

Read more... 4 Comments

Category: Reports and Business Intelligence (300)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your suggestion. We will consider this functionality for a future release. Best regards.