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How to Use new reports and demo data for financial reporting in Microsoft Dynamics 365 Business Central

Inkey Solutions, November 4, 2025249 Views

Introduction

Microsoft Dynamics 365 Business Central is a powerful ERP solution designed to improve efficiency across various business functions. Understanding your company’s financial health is crucial, and Microsoft Dynamics 365 Business Central has introduced new features in 2024 Released Wave 2 to help with this. The latest update includes new reports and demo data, making it easier to generate and analyze financial information. This new functionality can help the user get a clearer picture of their company’s financial status and trends.

Business Value

These new features offer several benefits:

• More Reporting Options: The user now has access to five new reports, including Trial Balance and various Balance Sheet and Income Statement formats. This provides a broader view of their financial data.
• Customizable Reports: The user can use the new row and column definitions to create over 25 unique reports tailored to your needs.
• Better Data Insights: By generating demo data, the user can see how these reports will look with real-world data, helping the user understand and analyze their financial situation better.
• Enhanced Financial Analysis: The new reports and definitions support detailed analysis and comparison, improving their ability to make informed decisions.

Requirement

To make the most of these new features, consider how effectively users can use them to improve their financial reporting and analysis.

Prerequisites

• Using the latest version of Microsoft Dynamics 365 Business Central.
• Access rights to view and use the new financial reports and demo data.

Solution (Implementation Steps)

Access New Reports:

• Users need to search for Financial Reporting using the search icon in the top right corner, then navigate to the Financial Reporting Page in Business Central.
  
• On the Financial Reporting page, users can see the updated reports. They can choose from the new report types available:
  

  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

  

• Users need to select a report by clicking on it, then click the View Financial Report option to see the report definitions. They can also click the Print/PDF option in the menu bar above to print the financial report.
  
• This will open the detailed setup page of the selected BS SUM report, where users can see the Row Definition and Column Definition for the report. Users can also modify these definitions according to their requirements.
  
• In the new Wave 2 update, Microsoft introduced 5 new Row definitions and 12 Column definitions. Users can combine these to create over 25 new reports. Here is the list of 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

• Users can choose a Row definition according to their requirements by clicking on the three dots in the Row Definition fields.
  
• Select any new Row definition from the list and click on OK
  
  
• Users can also choose a column definition according to their requirements by clicking on the three dots in the Column Definition fields.
  
• Select any new Column definition from the list and click on OK
  
  
• This will change the financial report structure as per their needs using this new column and row definition. To print this financial report, click on Export to Excel/Print > Print… option from above menu bar.
  
• This will open Run Financial Report batch job, users need to select the Starting Date and Ending Dates, then click the Preview & Close button to preview the financial report. Alternatively, they can print the report by clicking the Print button on the batch job page.
  
• Users can see a preview of the selected financial report.
  

Note: –

If user is using a version for a country other than the US, map the new row definitions to your chart of accounts to make sure the reports show the correct data.

Conclusion

The new reports and demo data in Microsoft Dynamics 365 Business Central are designed to give you a clearer and more detailed view of your financial status. By using these new tools, you can create tailored reports, analyze financial trends, and make better-informed business decisions. This update aims to enhance your financial reporting process and provide deeper insights into your company’s financial performance.