26

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...

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9 Comments

Read more... 9 Comments

Category: Reports and Business Intelligence (249)

STATUS DETAILS
Completed
Ideas 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

23

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...

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1 Comments

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Category: Reports and Business Intelligence (249)

STATUS DETAILS
New
23

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...

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0 Comments

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Category: Reports and Business Intelligence (249)

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?

Are you by any chance using embedded fonts in the layout? This is one way that the PDF document size can grow to MB size (other than just having a lot of data in there)
 
Sincerely,

Kennie Nybo Pontoppidan

PM, Microsoft
20

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.

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0 Comments

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Category: Reports and Business Intelligence (249)

STATUS DETAILS
Declined
Ideas Administrator
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.

Best Regards,
Mike Borg Cardona
Program Manager, Microsoft 
20

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...

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1 Comments

Read more... 1 Comments

Category: Reports and Business Intelligence (249)

STATUS DETAILS
Needs Votes
Ideas Administrator
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future.

Best regards,
Business Central Team
20

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...

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2 Comments

Read more... 2 Comments

Category: Reports and Business Intelligence (249)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for reaching out. Your suggestion seems to be a product bug. Please reach out to the relevant support channels as specified in Product Support
Sincerely,​
Ivan Koletic​
PM, Microsoft ​

19

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...

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0 Comments

Read more... 0 Comments

Category: Reports and Business Intelligence (249)

STATUS DETAILS
Needs Votes
Ideas Administrator
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future. Best regards, Business Central Team
19

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.

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2 Comments

Read more... 2 Comments

Category: Reports and Business Intelligence (249)

STATUS DETAILS
Needs Votes
Ideas Administrator
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future. Best regards, Business Central Team
19

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...

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0 Comments

Read more... 0 Comments

Category: Reports and Business Intelligence (249)

STATUS DETAILS
Needs Votes
19

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.

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0 Comments

Read more... 0 Comments

Category: Reports and Business Intelligence (249)

STATUS DETAILS
Needs Votes
Ideas Administrator
Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future. Sincerely, Business Central Team