Analytics, business intelligence, and reporting overview - Business Central | Microsoft Learn
The general content about analytics is also available in special versions for many of the functional areas in Business Central.
| If you work with... | See |
|---|---|
| Finance | Financial analytics Accounts receivable analytics overview Accounts payable analytics overview |
| Sales | Sales analytics |
| Purchasing | Purchasing analytics |
| Inventory | Inventory analytics overview |
| Fixed Assets Management | Fixed assets analytics |
| Projects | Project management analytics |
| Manufacturing | Manufacturing analytics |
Using key performance indicators (KPIs) to meet your business goals - Business Central | Microsoft Learn
Introduction to Business Central and Power BI - Business Central | Microsoft Learn
Working with Power BI reports in Business Central - Business Central | Microsoft Learn
Track your business KPIs with Power BI metrics - Business Central | Microsoft Learn
Installing Power BI apps for Business Central - Business Central | Microsoft Learn
Power BI apps/reports for functional areas - Business Central | Microsoft Learn
Use back links to explore aggregated data in visuals - Business Central | Microsoft Learn
Multi-language Power BI apps for Business Central - Business Central | Microsoft Learn
Power BI apps FAQ - Business Central | Microsoft Learn
Build Financial Reports Using Financial Data and Account Categories - Business Central | Microsoft Learn
Ad-hoc data analysis - Business Central | Microsoft Learn
Sort, search, and filter data in lists, reports, or XMLports - Business Central | Microsoft Learn
About searching and filtering in Business Central - Business Central | Microsoft Learn
Save and personalize List Views - Business Central | Microsoft Learn
Viewing and editing in Excel from Business Central - Business Central | Microsoft Learn
Analyze list page and query data using data analysis - Business Central | Microsoft Learn
The general content about ad-hoc data analysis is also available in special versions for many of the functional areas in Business Central.
| If you work with... | See |
|---|---|
| Finance | Ad-hoc analysis on finance data |
| Fixed Assets | Ad-hoc analysis of fixed assets data |
| Sustainability | Ad-hoc analysis of sustainability data |
| Sales | Ad-hoc analysis of sales data |
| Purchasing | Ad-hoc analysis of purchasing data |
| Inventory | Ad-hoc analysis of inventory data |
| Auditing | Ad-hoc analysis of change log data Analyze user status by license type |
Analyzing report data with Excel and XML - Business Central | Microsoft Learn
A report in Business Central gathers information based on a set of criteria you specify. It organizes and presents the information in an easy-to-read format that you can print or save as a file.
| To | Go to |
|---|---|
| Get an overview of available built-in reports using the Report Explorer. | Finding reports with the Report Explorer |
| Get an overview of available built-in reports. | Report overview |
| Learn how to run a standard report using the request page. | Run and print Reports |
| Quickly find your favorite reports using bookmarks in your Role Center. | Bookmarking a report |
| Learn how to specify default printers for different reports. | Set up default printers |
| Learn how to schedule reports right now or regularly on a specific weekday. | Scheduling reports |
| Download and share scheduled reports using OneDrive. | Share and export reports with the Report Inbox |
| Run a report with the same options and filters using saved settings on the request page. | Managing saved report settings |
| Learn how to change the default layout for a report. | Set the layout used by a report |
| View and analyze data from a report dataset in Microsoft Excel. | Save report dataset to Excel from the request page |
| Learn how to change the default layout for a report. We'll remove this legacy method in a future release. | (Legacy) Set the layout used by a report |
There are several other ways to analyze your data than running reports. To learn more, go to:
Analyze list and query data with analysis modeAd-hoc data analysis by functional areaPower BI apps/reports by functional areaUsing Financial ReportingRun and print reports in Business Central - Business Central | Microsoft Learn
Bookmark link to page or report on role center - Business Central | Microsoft Learn
Analyzing report data with Excel and XML - Business Central | Microsoft Learn
Specify a Default Printer - Business Central | Microsoft Learn
Run and print reports in Business Central - Business Central | Microsoft Learn
Share and Export Reports with the Report Inbox - Business Central | Microsoft Learn
Manage Saved Settings for Reports and Batch Jobs - Business Central | Microsoft Learn
Setting the Report Layout - Business Central | Microsoft Learn
Report overview - Business Central | Microsoft Learn
1)prepare financial reporting
Build Financial Reports Using Financial Data and Account Categories - Business Central | Microsoft Learn
2)key financial reports
Built-in finance reports in Business Central - Business Central | Microsoft Learn
3)accounts receivable reports
Accounts receivable analytics - Business Central | Microsoft Learn
4)account payable reports
Accounts payables analytics - Business Central | Microsoft Learn
5)sustainablility reports
Sustainability reports and analytics - Business Central | Microsoft Learn
sales reports
Sales report overview - Business Central | Microsoft Learn
purchase reports
Purchasing reports and analytical tasks - Business Central | Microsoft Learn
inventory and warehouse reports
Inventory and warehouse reports and analytics - Business Central | Microsoft Learn
project
1)project reports
Project Reports - Business Central | Microsoft Learn
2)view project usage estimates
Record Consumption or Usage of Project Resources and Items - Business Central | Microsoft Learn
3)monitor project program and performance
Monitor project progress and performance - Business Central | Microsoft Learn
fixed assets reports
Fixed assets reports - Business Central | Microsoft Learn
assembly management
1)assembly management reports
Assembly Reports and Analytics in Business Central - Business Central | Microsoft Learn
2)view the bill of materia(BOM)structure
Work with assembly BOMs - Business Central | Microsoft Learn
manufacture
1)production reports
Production Reports and Analytics - Business Central | Microsoft Learn
2)view load on work and machine centers
View Load on Work and Machine Centers - Business Central | Microsoft Learn
3)view work center ledger entries
Post Capacities - Business Central | Microsoft Learn
service management
1)view service statistics
Service statistics - Business Central | Microsoft Learn
2)service orders overview
How to allocate resources - Business Central | Microsoft Learn
3)service quotes overview
Service posting - Business Central | Microsoft Learn
4)posted service document overview
Service posting - Business Central | Microsoft Learn
report usage telemetry
Report Generation Telemetry - Business Central | Microsoft Learn
overview
Develop report layouts and datasets - Business Central | Microsoft Learn
develop report layouts
1)layout types(word,excel,RDLC)
Report and document layouts overview - Business Central | Microsoft Learn
2)create and modify layouts
Get started creating report layouts - Business Central | Microsoft Learn
3)work with word layouts
Work with Word Layouts - Business Central | Microsoft Learn
4)work with excel layouts
Working with Excel layouts - Business Central | Microsoft Learn
5)work with RDLC layouts
Working with RDLC Layouts - Business Central | Microsoft Learn
6)use fonts in layouts
Available fonts - Business Central | Microsoft Learn
7)set the default layout
Setting the Report Layout - Business Central | Microsoft Learn
develop report datasets
Reports overview - Business Central | Microsoft Learn
1)report development guide
2)report performance tuning guide
overview
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