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