Extend the Power BI Business Central connector to connect to a sandbox instance.
Please extend the Power BI Business Central connector to also let us connect to a sandbox instance? That way, when developing reports, you can use sandbox data and when the report is finished you can change the connection to a live environment. Using the ODATA connector it's simple, using the B...
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
Be able to copy/export Account Schedules
We often run the same financial report in slightly different versions, such as an detailed income statement and a summary income statement. It would save a lot of time if we could simply copy an Account Schedule and edit it, rather than building an account s...
Thank you for your feedback. We released this feature as part of Business Central Fall 18 (October) release.
Please refer to the following link for more information:
https://docs.microsoft.com/en-us/dynamics365/business-central/bi-how-work-account-schedule#to-copy-an-existing-account-schedule
Sincerely,
Ivan Koletic
PM, Microsoft
Possibility to obtain reports by Sell-to Customer and Buy-from Vendor
Sell-to Customer No. and Bill-to Customer No. New users are confused that the naming convention of Sell-to Customer and Bill-to Customer, as well as Buy-from Vendor and Pay-to Vendor, is not followed throughout the system. For example, opening a customer card and viewing the posted sales invoic...
Advanced filters - select multiple values
In list views, it is not possible to set filters with multiple values for fields where specific options are expected by the field. For example, sales order status can only be Open, Pending Approval, Pending prepayment, released. But you cannot set the filter to show you all orders which are Ope...
Thank you for reaching out. Your suggestion seems to be a duplicate of the following suggestion:
Please add your valuable votes and comments to the suggestion above instead.
Sincerely,
Mike Borg Cardona
Program Manager, Microsoft
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.
Customer statement to include sell-to customer name on the invoice lines.
We use the sell-to/bill-to functionality. We use the report Customer Balance to Date for our customer statements. It does not show the sell-to customer nor is it in the dataset for me to customize it. We can have a customer statement with 100 invoices due and the bill to customer doesn’t know whi...
Best regards,
Business Central Team
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.
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 ...
Best regards,
Business Central Team
Allow users to change sort order of reports
When running a report there is no ability to change the report sorting order. This function was available in the Windows Client reports. For instance: when running the Aged Accounts Receivable report you could change the sorting to be Search Name rather No. which is more useful if using standar...
Thank you for your feedback. We are considering adding it to our longer term roadmap.
Your help is greatly appreciated,
<Your Name>
PM, Microsoft
Administrator
Best regards,
Business Central Team