Use enhanced Financial Reporting capabilities

Business value

The no-code Financial Reporting feature offers significant benefits to finance departments by enabling self-service financial reporting and statements without the need for developer assistance. The enhancements boost productivity by allowing report viewers to hide empty rows. Report owners can document usage, write introductory and closing paragraphs, and save and run reports using Excel templates. Administrators can monitor required permissions and access telemetry for report usage and lifecycle events.

Overall, these improvements streamline financial reporting processes, saving time and resources while improving accuracy and accessibility.

Feature details

We've enhanced the Financial Reporting feature with capabilities for report viewers, report owners, and administrators.

Financial report viewers can:

• Choose to hide empty rows when they view a financial report.
• Chose to print a financial report in portrait mode.
• Choose to use an accounting format where negative numbers are formatted with () instead of a minus sign when running a financial report.

Financial report owners can:

• Document the use of report definitions (using an internal description field).
• Write introduction and closing paragraphs for their reports.
• Save their Excel templates in Business Central.
• Run a financial report using a saved Excel template.
• Use a new Month to Date column type.
• Find financial reports that use a column or row definition.
• Use an accounting format where negative numbers are formatted with () instead of a minus sign.
• Open financial reporting when they create a new G/L account.

Administrators can:

• Use the documentation to find out which permissions are needed to run or edit financial reports.
• Use the documentation to find out how to set up auditing changes to report definitions.
• Get telemetry on the use of financial reports and lifecycle events.