Reportings in Dynamics 365 Business Central.

everything in sight:

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

THAT'S HOW WE PROCEED

Our concept is close to the standard.

1 Standard ERP solution

Experience has shown that we can map many of our projects in the standard of the ERP solution Microsoft Dynamics 365 Business Central. This means that your system can be updated in the long term and you remain independent of the partner.

2Prefabricated add-ons

If the standard solution is not sufficient, we can easily solve some challenges with our own add-ons or those of our partners and Microsoft products (z. B. Microsoft 365, Microsoft Power Platform).

3Individual development

If you need further special functionalities, we can also solve your challenges by individual adaptations. Please contact us and we will be happy to advise you on your request.

Powerful functions:

Your functions for reporting in Dynamics 365 Business Central.

  • Creation of own reports

    In Dynamics 365 Business Central, you have the option to design reports yourself via Word layouts. For example, you can customize the invoice design or build email templates.

  • Dimensions for the analysis of entries

    Dimensions are attributes or values that categorize entries (customer ledger entries, vendor ledger entries,  G/L entries, etc.), so you can track and analyze them. They are attached to master or transaction data in the work process so that you can find additional information at the entry level. The more dimensions you set up and use, the more detailed the reports you can draw on for business decisions.

    These are not programmed fields, but an entity that can also be freely configured by the user or administrator. In addition, the filling of the dimensions at the document level can be automated, for example, by preassigning them at the master data level (e.g. assigning a specific territory code per postal code).

    Examples

    • dimension “department” in sales orders → track which department has sold how many items
    • dimension “ZIP code” in sales orders → track which area the customers are from
    • dimension “commissionable goods” in sales orders → track how much commissionable goods a salesperson has sold
    • dimension “bonus-eligible goods” in sales orders → track how much bonus-eligible goods a seller has sold
    • Cost center dimension
    • Cost unit dimension
  • Embedded Power BI

    Power BI integration lets you create easy-to-use charts based on your data from Dynamics 365 Business Central. These charts can be tightly integrated into your dashboard. In the application, you can:

    • select reports
    • manage reports
    • upload reports
  • Excel export

    You can extract the reports you create to Excel at the touch of a button.

  • Report-Scheduler

    Dynamics 365 Business Central allows you to deliver reports on a scheduled and automated basis. For example, you can automatically have any report sent to your boss’s inbox once a week at 8 a.m.

  • Standard reports

    Dynamics 365 Business Central provides a number of predefined standard reports.

 

Strong in comparison:

Your benefits through the reports in Dynamics 365 Business Central.

Summarized data

Reports can consist of integrated real-time data from all departments.

Basis of decision

Reports give you a better basis for decision-making when it comes to convincing third parties or presenting key figures in meetings. At the end of the day, of course, you make much more informed decisions.

Flexible design

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

What are you waiting for?

Book your personal and free web demo.

Get to know us and the ERP solution from Microsoft! Our experts will introduce you to the tool in approx. 30 minutes without obligation and show individual potentials for your company.

  • Insight into the functions
  • Thematization of your priority topics
  • Individual consulting for you

We are looking forward to your request!

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