Built-in finance reports in Business Central
Business Central includes several built-in reports, tracing functions, and tools to help auditors or controllers who are responsible for reporting to the finance department.
Explore finance reports with Report Explorer
To get an overview of the reports that are available for finance, choose All Reports on your Home page. This action opens the Role Explorer, which is filtered to the features in the Report & Analysis option. Under the Finance heading, choose Explore.
To learn more, go to Finding pages and reports with the role explorer.
Finance report overview
Tip
Tip:
If you have a production environment for Business Central online, you can click on a report ID in the following table to open the report in the product. If you want to stay on this page, hold down CTRL before you click. In most browsers, the report opens in a new browser tab.
The following table describes some key financial reports. The reports are designed to help different roles in finance departments make informed decisions that optimize their operations.
| To... | Open in Business Central (CTRL+select) | Learn more | ID |
|---|---|---|---|
| Audit and reconcile general ledger balances at the end of a period by viewing the net change, opening balance, each transaction in the period, and the closing balance grouped by G/L account. | Detail Trial Balance | About Detail Trial Balance | 4 |
| Use Excel to view a snapshot of your chart of accounts at a given point to check the debit and credit net change and closing balance. | Trial Balance Excel | About Trial Balance Excel | 4405 |
| To check the debit and credit net change and closing balance compared to the same period in the previous calendar year, view a snapshot of your chart of accounts at a given point. | Trial Balance/Previous Year | About Trial Balance/Previous Year | 7 |
| Use Excel to view a snapshot of your chart of accounts at a given point to check the debit and credit net change and closing balance compared to the budget. | Trial Balance/Budget Excel | About Trial Balance/Budget Excel | 4406 |
| To check the debit and credit net change and closing balance compared to the budget, view a snapshot of your chart of accounts at a given point. | Trial Balance/Budget | About Trial Balance/Budget (legacy) | 9 |
| Check end of financial year figures, excluding closing entries, and compare this year and the previous year. | Closing Trial Balance | About Closing Trial Balance | 10 |
| Run a report defined in the Financial Reporting feature. | Run Financial Report | About Financial Report | 25 |
| Analyze your general ledger with dimension totals by building groups of dimensions for combinations of dimension values, and calculate a general ledger balance total for each segment. | Dimensions - Total | About Dimensions - Total | 27 |
| Analyze your general ledger with dimension detail by building groups of dimensions for combinations of dimension values, and view a breakdown of general ledger entries for each segment. | Dimensions - Detail | About Dimensions - Detail | 28 |
| Understand the transactions for control general ledger accounts, and find discrepancies between general ledger and customer and vendor ledgers. | Reconcile Cust. and Vend. Accs | About Reconcile Cust. and Vend. Accs | 33 |
| Get a detailed breakdown of your closing balances over 12 accounting periods for each general ledger account. | Trial Balance by Period | About Trial Balance by Period | 38 |
| Use Excel to view a snapshot of your consolidated chart of accounts at a given point to check the debit and credit net change and closing balance. | Consolidated Trial Balance Excel | About Consolidated Trial Balance Excel | 4410 |
| Get a combined overview of general ledger entries for two or more companies in one consolidated company. Use this report to analyze consolidated financial data from multiple companies. Learn more at Set Up Company Consolidation. | Consolidated Trial Balance | 10007 | |
| Get a combined overview of general ledger entries for two or more companies in one consolidated company. This version of the report lets you display up to four business units as columns. Learn more at Set Up Company Consolidation. Use this report to analyze consolidated financial data from multiple companies. | Consolidated Trial Balance (4) | 10008 |
See also
Accounts Receivable Reports
Accounts Payable Reports
Fixed Assets Reports
Ad hoc analysis on finance data
Power BI finance app
Financial analytics