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...
Allow date formulas when running reports on job queues or when scheduling reports
Some reports are run regularly and require date parameters. Examples are: * Inventory valuation * Customer Statement These reports cannot be run successfully on a job queue, as the report date parameters are fixed. Likewise, these cannot be scheduled to run say every month, and appear in the rep...
Control the size of PDF when using "save as pdf" option.
Hello Team, Is there a setting the can influence the behavior of integrated 'Save as pdf" in Business Central? The “Save as Pdf” functionality is used in order to mail a pdf to a customer. This ends up with large PDF (15MB approx.) which is causing troubles in sending the PDF through an e-mail...
Sorting option on reports request page
Same like we had on Windows client reports request page, our consultants would like to choose on what field they want to sort reports.
Rolling Periods & Quarterly Periods - Account Schedules
Suggestion: Include 12 period rolling report with dynamic headings & quarterly period column Currently in Business Central: No option for either choice. Possibility to include columns and constantly change the 'Show' column. No possibility for current quarter column with other periods in the sam...
Best regards,
Business Central Team
Filtering On Reports Not Working
You are unable to print multiple records for 1 report for different customers. Go to the Sales Orders. Find orders that have the same value in a/multiple field(s) from different customers and Filter on it/them. Example: “Salesperson Code” = ‘KS’ and “Document Date” = '01/05/18..' https://i.imgur...
Pricelist
We wish to print af pricelist to a customer.
It should be possible to have several filtering options.
1. Filter on a specific price list.
2. Filter on all price lists. Here it should be price lists only, and not unit price from the item and no lines without a price...
Select multiple Vendors on report filter
Currently, when executing a report it is possible to select, for example, multiple Vendors in the filter screen. However in this case, the Vendor codes have to be typed manually (with a pipe in between), instead of being able to select multiple ones by selecting them through a dropdown menu.
Filter out closing entries
It would be nice to exclude closing entries from financial reports when using a date range that crosses over year end. This functionality exists on "G/L Balance by Dimension", but it is not present in Account Schedules or other financial reports. On the flow field filters, it would be nice to ent...
Document Map & Online Sorting in Preview Mode
It would be very nice, if the document map and online sorting functionality in report previews would be available in the webclient.
Administrator
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