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Navision Projects:

Project Management in Dynamics 365 Business Central

In Dynamics 365 Business Central, you can create reports individually and flexibly based on real-time data to visualize data (e.g., overview of price updates) or print it (e.g., invoices). Access hundreds of existing standard reports or create your own reports and export them to Excel with the click of a button, if desired. Reports can even be timed (e.g., report XY should be sent every Friday at 12:00).

Powerful Functions of the Dynamics 365 Reports:

Your Functions for Reportings

  • Dimensions for the analysis of items

    Dimensions are attributes or values that categorize items (customer items, vendor items, material items, etc.) so that you can track and analyze them. They are attached to master or transaction data in the workflow to retrieve this additional information at the item level later on. The more dimensions you set up and use, the more detailed the reports you can rely on for business decisions.

    These are not fixed programmed fields but rather an entity that can be freely configured by users or administrators. Additionally, filling in the dimensions at the document level can be automated by pre-populating them at the master data level (e.g., assigning a specific area code per postal code for each customer).

    Examples:

    • “Department” dimension in sales orders → Track which department has sold how many items
    • “Postal Code” dimension in sales orders → Track which area the customers are from
    • “Commissionable Goods” dimension in sales orders → Track how much commissionable goods a salesperson has sold
    • “Bonus Eligible Goods” dimension in sales orders → Track how much bonus eligible goods a salesperson has sold
    • Cost Center dimension
    • Cost Object dimension
  • Create your own reports

    You have the option of designing reports yourself using Word layouts and Excel layouts (new since April 2022). For example, you can customize the invoice design or build email templates.

  • Excel-Export

    You can easily export your created report to Excel at the touch of a button and thus create an Excel report.

  • Integration of Power BI

    Through the integration of Power BI, you can create user-friendly charts based on your data. These visualizations can be seamlessly integrated into your dashboard. Within the application, you can:

    • Select reports
    • Manage reports
    • Upload reports
  • Scheduling of reports/report scheduler

    You can make reports available on a time-controlled and automated basis. For example, you can have any report automatically sent to the management’s inbox once a week at 8 am.

  • Standard reports

    A number of predefined standard reports are available.

Microsoft Reporting Tools are Strong in Comparison:

Your Benefits through the Reports in Dynamics 365 Business Central

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Aggregated Data

Reports can be based on integrated real-time data from all departments.

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Basis for Decision-Making

Make decisions based on sound data and convince third parties with your key figures.

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Flexible Design

Create your own reports according to the individual needs of your company and evaluate them flexibly.

Business Central storage location map
Main Warehouse in Dynamics 365 Business Central
From Theory to Practice:

Tutorial: Reports withDynamics 365 Business Central

  • How do I enter the data for the report?

    Depending on your role, the system suggests different reports that you can create. As an example, let’s consider the role of Sales Order Processing. If you work in sales, you can create various reports regarding debtors, such as an order overview, a top 10 list, or a debtor/item statistics. To select these options, you can click on Actions > Reports directly in your personal dashboard at the top right corner.

    Working with reports in Dynamics 365 Business Central
    Personal Dashboard

    Now select a report you want to create, for example, the Customer – Order Overview report. A page will open where you can determine which information should be included in the report. This page is called the Report Request Page and looks as follows:

    Report Request Page
    Report Request Page

    Depending on how a report is set up, it’s possible to use saved settings. These are predefined sets of options and filters that you can apply to reports. This allows you to create reports quickly and reliably with the right data. The settings can be created and managed by an admin for all users.

    Furthermore, there’s the option to use recently used options and filters. This allows you to create a report with the same options and filters you used last time when you created the report.

    You can also set options and filters to be displayed in the report. To define a filter, select Customer as the criterion you want to set (e.g., customer number) and under is, enter the value (e.g., “No. 1000”). This way, only the customer with number 1000 would be displayed in the report.

  • How can I display a preview of the report?

    At the bottom of the report request page, you will see the Preview button. If you select this, you will be taken to the following view:

    Report preview
    Report Preview

    Here’s the preview of your report including a menu bar. You can use this for the following actions:

    • Navigation through pages
    • Zoom in and out
    • Fit page to window
    • Select text
    • Move the document
    • Download as PDF
    • Print
  • How do I save the report?

    Next to the Preview button, at the end of the Report Request Page, there’s also the Send to… function. You select this to save the report as a PDF document, Microsoft Word document, or Microsoft Excel document.

    Save Report
    Save Report
  • How do I plan the report?

    When you click on Send to…, in addition to the option to save, you also have the option of scheduling. If you select this, you can specify the date and time when the report should be executed.

    Plan Report
    Plan Report

    You can also specify whether you want to save, print or just process the processed report.

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Why anaptis? Your Benefits

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  3. Person-specific support
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  5. Experienced and enduring company
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