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Use Excel reports for consolidation and fixed assets

Enabled for Public preview General availability
Users, automatically Sep 2, 2024 Oct 2, 2024

Business value

Excel reports give you the underlying data that they're based on, so you can reformat the data to build a custom report. For example, you might reformat the data to get a specific insight or use it for troubleshooting.

Feature details

In this release, we added four Excel report layouts that cover the consolidation and fixed assets areas:

  • Consolidated Trial Balance (Preview)
  • Fixed Asset Details (Preview)
  • Fixed Asset Analysis (Preview)
  • Fixed Asset Projected Value (Preview)

You can find the report layouts through search and the Accountant home page.

Each report combines the content of one or more existing RDLC reports. You get the underlying data so you can create custom reports.

The new Excel FA Analysis report, showing the Book Value report worksheet

Geographic areas

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

Visit the Explore Feature Language report for information on this feature's availability.

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Additional resources

Fixed assets analytics (docs)