---
id: feature/573324
type: feature
title: Trace G/L account usage in finance reports
summary: "Reporting and data analysis: Trace G/L account usage in finance reports. Generally available, GA 2026-10 (Microsoft 365 roadmap). Financial report authors can now identify uncategorized accounts, trace account usage and calculations, and preview definitions before publishing."
tier: official
language: en
system: reporting
tags:
  - reporting and data analysis
review:
  state: derived
  by: null
  at: null
  flags: []
generated:
  at: "2026-10-07T23:41:05.192Z"
  pipeline: 0.2.0
  prompts: {}
  input_hash: 8c17072bbf1bbb667386bbbd31057a267912d4f9603731fcb488fa69c215611e
evidence:
  - kind: roadmap
    url: https://www.microsoft.com/microsoft-365/roadmap?id=573324
    title: Microsoft 365 roadmap 573324
    date: "2026-09-30"
    commit: null
    t: null
    quote: null
  - kind: video
    url: https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=73s
    title: "What's new: Enhanced Financial Reporting (2026 release wave 2): Uncategorized accounts views"
    date: null
    commit: null
    t: 73
    quote: null
  - kind: video
    url: https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=123s
    title: "What's new: Enhanced Financial Reporting (2026 release wave 2): Where used for GL accounts"
    date: null
    commit: null
    t: 123
    quote: null
  - kind: video
    url: https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=161s
    title: "What's new: Enhanced Financial Reporting (2026 release wave 2): Totaling line account visibility in row definitions"
    date: null
    commit: null
    t: 161
    quote: null
  - kind: video
    url: https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=203s
    title: "What's new: Enhanced Financial Reporting (2026 release wave 2): Totaling field account visibility in column definitions"
    date: null
    commit: null
    t: 203
    quote: null
links:
  learn: []
  objects: []
  features: []
  topics: []
  localizations: []
  videos:
    - video/qj0VHB2Pmvc
  posts: []
  guidelines: []
roadmap_id: "573324"
wave: 2026 release wave 2
status: ga
roadmap_status: Launched
release_phase: General Availability
ga_date: 2026-10
preview_date: null
area: Reporting and data analysis
whatsnew_url: null
localizations: []
objects_touched: []
---

# Trace G/L account usage in finance reports

> Reporting and data analysis: Trace G/L account usage in finance reports. Generally available, GA 2026-10 (Microsoft 365 roadmap). Financial report authors can now identify uncategorized accounts, trace account usage and calculations, and preview definitions before publishing.

[Microsoft 365 roadmap 573324](https://www.microsoft.com/microsoft-365/roadmap?id=573324) · Reporting and data analysis · generally available · roadmap status "Launched", phase General Availability

## What Microsoft says

Financial report authors can now identify uncategorized accounts, trace account usage and calculations, and preview definitions before publishing.

## Dates

- General availability: October CY2026 (2026 release wave 2)
- Public preview: not given
- On the roadmap since 2026-09-30, last changed 2026-09-30

## Covered by

Matched by Haiku among videos and Learn pages in the same galaxy system, checked against the roadmap ids and the evidence text. Every link below was reviewed by Opus.

### Videos

- [What's new: Enhanced Financial Reporting (2026 release wave 2)](../videos/qj0VHB2Pmvc.md): Uncategorized accounts views at [1:13](https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=73s); Where used for GL accounts at [2:03](https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=123s); Totaling line account visibility in row definitions at [2:41](https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=161s); Totaling field account visibility in column definitions at [3:23](https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=203s)

Source: Microsoft 365 roadmap. Status words follow the roadmap.