Business Central: Reporting & Analytics

Business Central: Reporting & Analytics ๐Ÿ“ˆ

Microsoft Dynamics 365 Business Central · Curated Video Lessons

Business Central delivers powerful reporting and analytics through its built-in reports, financial reporting tools, Excel integration, and Microsoft Power BI. From financial statements and account schedules, to real-time dashboards and interactive analytics, this guide covers the full reporting landscape — giving finance teams, managers, and executives the tools to turn Business Central data into actionable insights.

Power BI Overview

๐Ÿ“Š Financial Reporting with Power BI & Excel

A comprehensive look at financial reporting in Business Central using both Power BI and Excel — covering how to connect Power BI to your Business Central data, use the built-in financial report templates, create custom visualisations for income statements and balance sheets, and export data to Excel for further analysis. This video shows the two most powerful reporting tools in the Microsoft ecosystem working together to deliver financial insights from Business Central data.

  • Power BI Connection
  • Financial Reports
  • Excel Export
  • Custom Visuals

Source: Business Central Reporting Series

Power BI Reports

๐Ÿ”Œ Using Power BI Reports in Business Central

A guide to using Power BI reports directly within Business Central — covering the 2024 Release Wave 2 enhancements that allow embedded Power BI reports to appear on role centres and pages inside Business Central. This video shows how to enable Power BI integration, pin reports to your Business Central pages, and switch between report views — bringing interactive analytics into the same interface where work gets done, without needing to switch between applications.

  • Embedded Reports
  • Role Centres
  • Report Pinning
  • 2024 Wave 2 Features

Source: Microsoft Dynamics 365 Business Central

Out-of-Box Reports

๐Ÿ“‹ Out-of-the-Box Power BI Reports for Business Central

A look at the new out-of-the-box Power BI report apps for Business Central — covering the pre-built apps for Finance, Sales, Purchasing, Inventory, and Projects that Microsoft provides as ready-to-use analytics solutions. This video shows what each app includes, how to install and configure them, and how to use the reports to get immediate insights from your Business Central data without building anything from scratch. Perfect for teams that want analytics fast without a BI developer.

  • Finance App
  • Sales App
  • Inventory App
  • Pre-Built Analytics

Source: Business Central Analytics Series

Finance & Sales Analytics

๐Ÿ’ผ Business Central Reporting with Power BI for Finance & Sales

A focused tutorial on leveraging Business Central's built-in Power BI reporting features for finance and sales analytics — covering how to access and navigate the finance and sales Power BI reports, use filters and slicers to drill into specific periods or customer segments, and share reports with stakeholders. This video is designed for finance controllers and sales managers who want practical, daily-use analytics from their Business Central data through Power BI.

  • Finance Analytics
  • Sales Analytics
  • Drill-Down Reports
  • Sharing Reports

Source: Business Central Reporting Series

Financial Statements

๐Ÿ“‘ Financial Statements in Power BI from Business Central

A tutorial focused on building and viewing financial statements — income statement, balance sheet, and cash flow — in Microsoft Power BI using data from Business Central. This video covers how to structure the data model, map G/L accounts to financial statement line items, build report visuals, and configure the statements so they update automatically as new transactions are posted in Business Central. Essential for finance teams that need publication-quality financial statements from their ERP data.

  • Income Statement
  • Balance Sheet
  • Cash Flow Report
  • Data Modelling

Source: Business Central Finance Reporting Series

Microsoft Dynamics 365 Business Central · Reporting & Analytics · Video Guide

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