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 · 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): Uncategorized accounts views at 1:13; Where used for GL accounts at 2:03; Totaling line account visibility in row definitions at 2:41; Totaling field account visibility in column definitions at 3:23

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