I am new to this product but am tasked with creating custom reports out of Financial. I have looked for a couple hours, seen various web pages on setup, videos, even tried Chat with MS but have not figured out where the report writing or modification menu is for these basic financial reports. I understand perhaps BI module is involved? I realize the trend is towards a "clean" looking interface but it seems overly hard to find this functionality in 365 Finance. I am using actual product not the trial, FYI.
Comments
Hi Scott,
Go to Finance, Account Schedules or just search for Account Schedules and then click it.
In Account Schedules you can define which accounts you want printed, make groups of accounts by selecting Edit Account Schedule. You can also define which columns you want printed (Edit column Layout setup).
Hope this helps.
Category: Reports and Business Intelligence
I just found that you need to be logged in as "ADMIN" to make a new report, and the only report creating option is using a Wizard, unless I'm missing something. So I'm at a dead end until I get my account switched around if they are willing to do that. What's the point of restricting data reporting to a ADMIN account? Other competitive software....
Category: Reports and Business Intelligence
Business Central Team (administrator) on 2/22/2024 3:50:31 PM
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