Page 108 "Financial Reports"
Base Application · Microsoft.Finance.FinancialReports
Across versions
- BC23present
- BC24declaration changed
- BC25-27unchanged
- BC281 procedures added
- BC29-30unchanged
Neighbourhood 17 connected objects and pages
Base Application · Microsoft.Finance.FinancialReports · BC23-30 · source at ea08af5e · facts from BC29
Properties
| Property | Value |
|---|---|
| Caption | Financial Reports |
| SourceTable | Financial Report |
| PageType | List |
| UsageCategory | ReportsAndAnalysis |
| ApplicationArea | Basic, Suite |
Fields on this page
Layout controls in source order, grouped by the container they sit in. Shows: the table field a control is bound to (or its expression as written); ToolTip: the control’s own, else the bound field’s (marked).
| Group | Control | Shows | ToolTip |
|---|---|---|---|
| Control1 | Name | Name | Specifies the unique name (code) of the financial report. from the table field |
| Description | Description | Specifies a title of the financial report. The text is shown as a title on the final report when you run it to get a PDF or to print it. from the table field | |
| CategoryCode | CategoryCode | Specifies the category code for the financial report. from the table field | |
| Row Definition | Financial Report Row Group | Specifies the row definition (code) to be used for this financial report. from the table field | |
| Row Analysis View Name | AnalysisViewRow |
Specifies the name of the analysis view you want the row definitions to be based on. Using an analysis view is optional. | |
| Column Definition | Financial Report Column Group | Specifies the column definition (code) to be used for this financial report. from the table field | |
| Column Analysis View Name | AnalysisViewColumn |
Specifies the name of the analysis view you want the column layout to be based on. Using an analysis view is optional. | |
| DimPerspective | DimPerspective | Specifies the dimension perspective to be used for the financial report. from the table field | |
| Perspective Analysis View Name | PerspectiveAnalysisView |
Specifies the name of the analysis view you want the dimension perspectives to be based on. Using an analysis view is optional. | |
| Status | Status | Specifies the status code for the financial report. The status code helps you organize the lifecycle of your financial reports. from the table field | |
| Internal Description | Internal Description | Specifies the internal description of this financial report. from the table field | |
| Last Run by User | Last Run by User | Specifies the last date-time this report was run by you. from the table field |
Actions
| Group | Action | ToolTip | Runs |
|---|---|---|---|
| Processing | View Financial Report | View the selected financial report with data. | |
| Edit Row Definition | Edit the row definition of the selected financial report. | ||
| Edit Column Definition | Edit the column definition of the selected financial report. | ||
| Edit Dimension Perspective | Edit the selected dimension perspective. | ||
| Show All Row Definitions | Open the Row Definitions list page. | Page 103 “Account Schedule Names” | |
| Show All Column Definitions | Open the Column Definitions list page. | Page 488 “Column Layout Names” | |
| Copy Report Definition | Create a copy of the selected financial report definition. | ||
| Import Report Definition | Import a RapidStart configuration package that contains the definition for a financial report. Importing a financial report definition lets you share it, for example, with another business unit. This requires that the financial report definition has been exported. | ||
| Export Report Definition | Export the definition for the selected financial report to a RapidStart configuration package. Exporting a financial report definition lets you share it with another business unit. | ||
| Show All Categories | View or edit financial report categories. | Page 8391 “Financial Report Categories” | |
| Edit Category | Edit the category of the selected financial report. | ||
| Packages | View or edit Financial Report Packages. Financial Report Packages combines multiple Financial Reports into a single PDF, which can be exported or emailed on a regular basis. | Page 8371 “Financial Report Packages” | |
| Navigation | Edit Report Definition | Edit the default settings (such as row/column definitions to be used) on the selected financial report. | |
| Schedules | View or edit when the financial report is scheduled to be exported or emailed. | ||
| Audit Logs | Opens the Financial Report Audit Logs for the selected report. | Page 8390 “Financial Report Audit Logs” | |
| All Audit Logs | Opens the Financial Report Audit Logs showing all entries. | Page 8390 “Financial Report Audit Logs” | |
| Reporting | Print/PDF | Prepare to print or get a PDF of the selected report. A report request window opens where you can specify what to include on the print-out. |
Procedures
2 local procedures, no public ones.
Triggers
OnInit, OnOpenPage, OnNewRecord, OnAfterGetCurrRecord, OnAfterGetRecord
Relations
- source table Table 88 “Financial Report”
Pages and codeunits on this table
- Table 88 “Financial Report” (lookup page)
Calls
From the extracted call graph of BC29 (graphify-al on the snapshot checkout): calls whose target is known from a declared type or an Object::"Name" argument. Interface dispatch and calls through events are not counted, so the list is not complete.
- Codeunit 18 “Financial Report Mgt.” (2 calls:
OnInit → Initialize,OnNewRecord → GetDefaultStatus)
Called by
- Codeunit 18 “Financial Report Mgt.” (1 call:
OpenFinancialReports → (object))
Recent changes
- 2026-10-06 #12304 [Master]-Page cannot open because of FlowField ‘Last Run By User’ (main, BC30, fix)
Documented on Microsoft Learn
- Audit changes to your setup
- Organize report data using account categories
- Design your own financial reports
- Create custom financial reports
- Set Up and Publish KPI Web Services Based on Financial Reports
- Build financial reports using financial data and account categories
- Troubleshoot Financial Reporting
- Financial analytics
- Auditing and financial reporting
- Primary capabilities of financial reporting
- Financial Reporting FAQ
- Accounting and bookkeeping
- Sustainability financial reporting
- Make cash flow forecasts using financial reports
Source: AL metadata extracted from the code (names, ids, signatures, properties); no code bodies (D10).
Ask your agent
Procedure bodies are not stored here (D10). The call sections above are our own, per object, from the BC29 call graph. For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: bcatlas_resolve_node(object_type: "page", object_name: "Financial Reports"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.
Evidence 8 of 15 sources
- codesrc/Layers/W1/BaseApp/Finance/FinancialReports/FinancialReports.Page.alreleases/29.x @ ea08af5e
- learnAudit changes to your setup
- learnOrganize report data using account categories
- learnDesign your own financial reports
- learnCreate custom financial reports
- learnSet Up and Publish KPI Web Services Based on Financial Reports
- learnBuild financial reports using financial data and account categories
- learnTroubleshoot Financial Reporting