Page 490 "Acc. Schedule Overview"
Base Application · Microsoft.Finance.FinancialReports
Across versions
- BC23present
- BC24declaration changed
- BC251 procedures changed
- BC263 procedures added, 1 events added
- BC273 procedures added, 2 procedures removed
- BC28unchanged
- BC291 procedures removed
- BC301 procedures added
Neighbourhood 20 connected objects and pages
Base Application · Microsoft.Finance.FinancialReports · captioned “Financial Report” · BC23-30 · source at ea08af5e · facts from BC29
Properties
| Property | Value |
|---|---|
| Caption | Financial Report |
| SourceTable | Acc. Schedule Line |
| PageType | List |
| UsageCategory | None |
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 |
|---|---|---|---|
| Options | Name | TempFinancialReport.Name |
Specifies the name (code) of the financial report. |
| Display Title | TempFinancialReport.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. | |
| Category | TempFinancialReport.CategoryCode |
Specifies the category code for the financial report. | |
| Row Definition | TempFinancialReport."Financial Report Row Group" |
Specifies the name (code) of the row definition to be used for the report. | |
| Column Definition | TempFinancialReport."Financial Report Column Group" |
Specifies the name (code) of the column definition to be used for the report. | |
| Dimension Perspective | TempFinancialReport.DimPerspective |
Specifies the name (code) of the dimension perspective to be used for the report. | |
| Show Amounts in Add. Reporting Currency | TempFinancialReport.UseAmountsInAddCurrency |
Specifies if the reported amounts are shown in the additional reporting currency. | |
| Negative Amount Format obsolete Pending 28.0; #if not CLEAN28 | TempFinancialReport.NegativeAmountFormat |
Specifies how negative amounts are displayed on the financial report. | |
| Negative Amount Format | TempFinancialReport.NegativeAmountFormatDefault |
Specifies how negative amounts are displayed on the financial report. | |
| View by obsolete Pending 28.0; #if not CLEAN28 | TempFinancialReport.PeriodType |
Specifies by which period amounts are displayed. | |
| View by | TempFinancialReport.PeriodTypeDefault |
Specifies by which period amounts are displayed. | |
| Date Filter | DateFilter |
Specifies the dates that will be used to filter the amounts in the window. | |
| Start Date Filter Formula | TempFinancialReport.StartDateFilterFormula |
Specifies the date formula used to automatically calculate the start date of the date filter. | |
| End Date Filter Formula | TempFinancialReport.EndDateFilterFormula |
Specifies the date formula used to automatically calculate the end date of the date filter. | |
| Date Filter Period Formula | TempFinancialReport.DateFilterPeriodFormula |
Specifies the period formula used to automatically calculate the date filter. | |
| Show All Lines | TempFinancialReport.ShowLinesWithShowNo |
Specifies whether the page should display all lines, including lines where No is chosen in the Show field, as well as lines with values outside the range to be displayed. Those lines are still not included in the printed report. | |
| Default Excel Layout | TempFinancialReport."Excel Template Code" |
Specifies the Excel layout that will be used when exporting to Excel. | |
| Logo Position | TempFinancialReport.LogoPositionDefault |
Specifies how your company logo is displayed on the financial report. | |
| Status | TempFinancialReport.Status |
Specifies the status code for the financial report. The status code helps you organize the lifecycle of your financial reports. | |
| Internal Description | TempFinancialReport."Internal Description" |
Specifies the internal description of this financial report. | |
| Your Last Run | TempFinancialReport."Last Run by User" |
Specifies the last date-time this report was run by you. | |
| Introductory paragraph | IntroductoryParagraph | IntroductoryParagraph |
Specifies the Introductory paragraph displayed on the Financial Report, when it is printed to PDF or exported to Excel. |
| Dimensions | Dimension 1 Filter | TempFinancialReport.Dim1Filter |
Specifies a filter for the Dimension 1 for which entries will be shown in the matrix window. |
| Dimension 2 Filter | TempFinancialReport.Dim2Filter |
Specifies a filter for the Dimension 2 for which entries will be shown in the matrix window. | |
| Dimension 3 Filter | TempFinancialReport.Dim3Filter |
Specifies a filter for the Dimension 3 for which entries will be shown in the matrix window. | |
| Dimension 4 Filter | TempFinancialReport.Dim4Filter |
Specifies a filter for the Dimension 4 for which entries will be shown in the matrix window. | |
| Cost Center Filter | TempFinancialReport.CostCenterFilter |
Specifies a cost center for which you want to view account amounts. | |
| Cost Object Filter | TempFinancialReport.CostObjectFilter |
Specifies a cost object for which you want to view account amounts. | |
| Cash Flow Filter | TempFinancialReport.CashFlowFilter |
Specifies a dimension filter for the cash flow, for which you want to view account amounts. | |
| G/L Budget Filter | TempFinancialReport.GLBudgetFilter |
Specifies a code for a general ledger budget that the account schedule line will be filtered on. | |
| Cost Budget Filter | TempFinancialReport.CostBudgetFilter |
Specifies a code for a cost budget that the account schedule line will be filtered on. | |
| Control48 | Row No. | Row No. | Specifies a number that identifies the line. from the table field |
| Description | Description | Specifies text that will appear on the account schedule line. | |
| ColumnValues1 | ColumnValues[1] |
— | |
| ColumnValues2 | ColumnValues[2] |
— | |
| ColumnValues3 | ColumnValues[3] |
— | |
| ColumnValues4 | ColumnValues[4] |
— | |
| ColumnValues5 | ColumnValues[5] |
— | |
| ColumnValues6 | ColumnValues[6] |
— | |
| ColumnValues7 | ColumnValues[7] |
— | |
| ColumnValues8 | ColumnValues[8] |
— | |
| ColumnValues9 | ColumnValues[9] |
— | |
| ColumnValues10 | ColumnValues[10] |
— | |
| ColumnValues11 | ColumnValues[11] |
— | |
| ColumnValues12 | ColumnValues[12] |
— | |
| ColumnValues13 | ColumnValues[13] |
Column title | |
| ColumnValues14 | ColumnValues[14] |
Column title | |
| ColumnValues15 | ColumnValues[15] |
Column title | |
| Closing paragraph | ClosingParagraph | ClosingParagraph |
Specifies the closing paragraph displayed on the Financial Report, when it is printed to PDF or exported to Excel. |
Actions
| Group | Action | ToolTip | Runs |
|---|---|---|---|
| Processing | Get a PDF or print the financial report. A print request window opens where you can specify what to include in the PDF/print-out. | ||
| Previous Column | Go to the previous column. | ||
| Next Period | Show the information based on the next period. If you set the View by field to Day, the date filter changes to the day before. | ||
| Previous Period | Show the information based on the previous period. If you set the View by field to Day, the date filter changes to the day before. | ||
| Next Column | Go to the next column. | ||
| Recalculate | Update the financial report data based on recent changes. | ||
| Revert to defaults | Restore the user defined filters to the default filters stored on the financial report | ||
| Edit report definition | Edit the report definition for all users | ||
| Edit row definition | Edit the row definition of this financial report. | ||
| Edit column definition | Create or edit the column definition of this financial report. | ||
| Edit dimension perspective | Edit the dimension perspective of this financial report. | ||
| Edit introductory/closing paragraphs | Edit the introductory and closing paragraphs of this financial report. | ||
| Edit Category | Edit the category of the current financial report. | ||
| Show | Hide options | Specifies that the page should be viewed with no filter options displayed | |
| Show filters | Specifies that the page should be viewed with dimension filter options displayed | ||
| Show all options | Specifies that the page should be viewed with options and dimension filters | ||
| Processing | Schedules | View or edit schedules for this financial report. This allows you to schedule the financial report to be exported or emailed on a regular basis. You can also customize the filters and recipients for each schedule. | |
| Export to Excel | Open in Excel (using layout) | Open the financial report in a new Excel workbook. This will use the default Excel layout specified on the financial report. | |
| Excel Layouts | View or edit Excel layout for this financial report. | ||
| Processing | Audit Logs | Opens the Financial Report Audit Logs for the selected report. |
Events published
OnAfterSetDimFilters(var AccScheduleLine: Record "Acc. Schedule Line"; var DimNo: Integer; var DimValueFilter: Text; var CostCenterFilter: Text; var CostObjectFilter: Text; var CurrentCostBudgetFilter: Text; var CurrentGLBudgetFilter: Text; var CurrentCashFlowFilter: Text; AnalysisView: Record "Analysis View"; var TempFinancialReport: Record "Financial Report" temporary)(integration): Integration event raised after setting dimension filters for account schedule lines. Enables custom dimension filter processing and validation in account schedule overview.OnAfterValidateCostCenterFilter(var AccScheduleLine: Record "Acc. Schedule Line"; var CostCenterFilter: Text; var Dim1Filter: Text)(integration): Integration event raised after validating cost center filter in account schedule overview. Enables custom cost center filter validation and dimension synchronization.OnAfterValidateCostObjectFilter(var AccScheduleLine: Record "Acc. Schedule Line"; var CostObjectFilter: Text; var Dim2Filter: Text)(integration): Integration event raised after validating cost object filter in account schedule overview. Enables custom cost object filter validation and dimension synchronization.OnAfterUpdateDimFilterControls(var Dim4FilterEnable: Boolean)(integration): Integration event raised after updating dimension filter controls in account schedule overview. Enables custom control state management for dimension filtering interface.OnAfterDrillDown(ColumnNo: Integer; var TempColumnLayout: Record "Column Layout" temporary; var PeriodType: Option)(integration): Integration event raised after drill-down operation in account schedule overview. Enables custom drill-down processing and navigation logic for account schedule data.OnAfterOnOpenPage(var AccScheduleLine: Record "Acc. Schedule Line"; var CurrentColumnName: Code[10])(integration): Integration event raised after opening account schedule overview page. Enables custom page initialization and data setup logic.OnOnAfterGetRecordOnAfterAssignColumnValue(var ColumnValues: array[15] of Decimal; var ColumnNo: Integer; var ColumnOffset: Integer; var TempColumnLayout: Record "Column Layout" temporary; var UseAmtsInAddCurr: Boolean)(integration): Integration event raised after assigning column values in account schedule overview record processing. Enables custom column value calculation and formatting logic.OnBeforePrint(var AccScheduleLine: Record "Acc. Schedule Line"; ColumnLayoutName: Code[10]; var IsHandled: Boolean; var TempFinancialReport: Record "Financial Report" temporary)(integration): Integration event raised before printing account schedule reports from overview page. Enables custom print preparation and report parameter validation.OnBeforeCurrentColumnNameOnAfterValidate(var CurrentColumnName: Code[10])(integration): Integration event raised before validating column name changes in account schedule overview. Enables custom column name validation and pre-processing logic.OnBeforeGetCaptionClass(AnalysisView: Record "Analysis View"; DimNo: Integer; var Result: Text[250]; var IsHandled: Boolean)(integration): Integration event raised before getting caption class for dimension controls in account schedule overview. Enables custom caption generation for dimension filter controls.OnBeforeUpdateDimFilterControls(var AccScheduleLine: Record "Acc. Schedule Line"; AnalysisView: Record "Analysis View"; var IsHandled: Boolean)Δ BC27 (integration): Integration event raised before updating column captions in account schedule overview. Enables custom column caption generation and formatting logic.OnGetStyleOnBeforeAssignColumnStyle(AccScheduleLine: Record "Acc. Schedule Line"; ColumnNo: Integer; RowLineNo: Integer; ColumnLineNo: Integer; var ColumnStyle: Text; ColumnValues: array[15] of Decimal)(integration): Integration event raised before assigning column style in account schedule overview display formatting. Enables custom styling and conditional formatting for account schedule columns.OnAfterFormatStr(ColumnLayoutArr: array[15] of Record "Column Layout"; UseAmtsInAddCurr: Boolean; ColumnNo: Integer; NegativeAmountFormatting: Enum "Analysis Negative Format"; var Result: Text; var IsHandled: Boolean)+ BC26 − BC26 (integration): Integration event raised after formatting decimal values to text in account schedule overview. Enables custom number formatting and display logic for account schedule columns.OnLoadPageStateOnBeforeCopyColumnsToTemp(CurrentColumnName: Code[10]; var TempColumnLayout: Record "Column Layout" temporary; var CurrentSchedName: Code[10]; var AccScheduleLine: Record "Acc. Schedule Line"; var IsHandled: Boolean)(integration): Integration event raised before copying columns to temporary table during page state loading. Enables custom column layout processing and filtering during page initialization.
Procedures
SetFinancialReportName(NewFinancialReport: Code[10]): Sets the financial report code for the overview page initialization. Configures the primary financial report context for display and analysis.SetColumnDefinition(ColumnLayoutName: Code[10]): Sets the column definition for the overview page layout. Configures the column layout name for matrix display initialization.SetAccSchedName(NewAccSchedName: Code[10]): Sets the account schedule name for the overview page context. Configures the row definition for financial report display initialization.SetPeriodType(NewPeriodType: Option): Sets the period type for the overview page analysis. Configures the temporal analysis scope for financial data presentation.SetViewOnlyMode(NewViewOnlyMode: Boolean): Sets the view-only mode for the overview page interface. Controls whether the page allows editing or provides read-only access to financial data.LoadPageState()(protected)SetDimFilters(DimNo: Integer; DimValueFilter: Text)Δ BC25: Sets dimension filters for the specified dimension number in financial analysis. Applies dimensional filtering to account schedule calculations and reporting.UpdateColumnCaptions()(protected)CurrentColumnNameOnAfterValidate()(protected)FormatStr(ColumnNo: Integer): Text: Formats column values according to column layout formatting specifications. Returns formatted string representation of financial data for display purposes.RoundIfNotNone(Value: Decimal; RoundingFactor: Enum "Analysis Rounding Factor"): Decimal: Applies rounding to decimal values based on specified rounding factor. Returns either original value or rounded value depending on factor configuration.
Plus 32 local procedures.
Triggers
OnClosePage, OnFindRecord, OnAfterGetRecord, OnInit, OnOpenPage
Relations
- source table Table 85 “Acc. Schedule Line”
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 8 “AccSchedManagement” (16 calls:
CurrentColumnNameOnAfterValidate → CheckAnalysisView,CurrentColumnNameOnAfterValidate → CopyColumnsToTemp,CurrentColumnNameOnAfterValidate → SetAnalysisViewRead, …) - Codeunit 18 “Financial Report Mgt.” (3 calls:
CalcDateFilterAndUpdate → CalcAccScheduleLineDateFilter,LoadPageState → CalcAccScheduleLineDateFilter,LoadPageState → CheckStatus) - Codeunit 9200 “Matrix Management” (2 calls:
FormatStr → FormatRoundingFactor,LoadColumns → RoundAmount) - Codeunit 408 “DimensionManagement” (1 call:
SetDimFilters → ResolveDimValueFilter) - Codeunit 8390 “Financial Report Auditing” (1 call:
OnOpenPage → LogReportUsage) - Codeunit 8703 “Feature Telemetry” (1 call:
LogUsageTelemetry → LogUsage) - Codeunit 921 “Period Formula Parser” (1 call:
ValidateDateFilterPeriodFormula → ValidatePeriodFormula)
Recent changes
- 2026-10-06 #12304 [Master]-Page cannot open because of FlowField ‘Last Run By User’ (main, BC30, fix)
- 2026-10-05 #12213 [Financial Reports] Add row and column definition preview (main, BC30, feature)
- 2026-08-13 #10179 [master] Financial Report Recalculate clears Global Dimension filters (main, BC30, fix)
Documented on Microsoft Learn
- Organize report data using account categories
- Design your own financial reports
- Create custom financial reports
- Build financial reports using financial data and account categories
- Row definitions in Financial Reporting
- Troubleshoot Financial Reporting
- Financial analytics
- Primary capabilities of financial reporting
- Financial Reporting FAQ
- Integrate financial reports with Excel
- View a financial report
- Sustainability financial reporting
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: "Acc. Schedule Overview"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.
Evidence 8 of 13 sources
- codesrc/Layers/W1/BaseApp/Finance/FinancialReports/AccScheduleOverview.Page.alreleases/29.x @ ea08af5e
- learnOrganize report data using account categories
- learnDesign your own financial reports
- learnCreate custom financial reports
- learnBuild financial reports using financial data and account categories
- learnRow definitions in Financial Reporting
- learnTroubleshoot Financial Reporting
- learnFinancial analytics