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Use new reports and demo data for financial reporting

Enabled for Public preview General availability
Users, automatically - Oct 1, 2024

Business value

New reports are available as demo data for Business Central. Use the reports as ready-to-use reports or as templates to create your own financial reports. You can also generate more demo data to better understand the data the reports display.

Feature details

The list of standard reports for financial reporting now includes five new reports. The update also includes a set of five new row definitions and 12 new column definitions. You can combine these definitions to create more than 25 new reports.

The following table lists the new reports:

Name Description
TB Trial Balance
BS DET Balance Sheet Detailed
BS SUM Balance Sheet Summary
IS DET Income Statement Detailed
IS SUM Income Statement Summary

The new row definitions use the same names and descriptions as the reports.

The following table lists the new column definitions:

Name Description
BBDRCREB TB Beginning Balance Debits Credits Ending Balance
BSTREND BS 12 Months Balance Trending Current Fiscal Year
CB BS Current Month Balance
CB V PB BS Current Month Balance v Prior Month Balance
CB V SPYB BS Current Month Balance v Same Month Prior Year Balance
CNC IS Current Month Net Change
CNC BUD IS 12 Months Net Change Budget Only
CNC V PNC IS Current Month Net Change v Prior Month Net Change
CNC VSPYNC IS Current Month Net Change v Same Month Prior Year Net Change
CNCVPNCYOY IS Current Month v Prior Month for CY and Current Month v Prior Month for PY
CVC YTDBUD IS Current Month v Budget Year to Date v Budget and Bud Total and Bud Remaining
ISTREND IS 12 Months Net Change Trending Current Fiscal Year

Note

The five reports are ready to use for the US version. For other country versions, you must map the row definitions to your chart of accounts so the reports display data. In future releases, Microsoft provides the ready-to-use experience for more country versions.

Financial reporting demo data - planned for release in the 25.2 minor version

Financial reporting is at the core of every business. When you evaluate business management applications, you often want to see the reporting capabilities for a running company. Run the Contoso Financial demo data from the Contoso Demo Tool tool page to generate the new demo data. The data includes three years of G/L entries, broken down into dimensions, with a budget for the current year to support variance analysis reporting.

New income statement report with periods

New income statement budget variance report

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.

Tell us what you think

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