Financial analytics

Path: Business functionality > Finance > Financial analytics · tier official · system finance · narrative reviewed (checked by Opus)

Overview

Financial analytics groups the ways to look at financial data in Business Central. Options range from quick ad-hoc analysis on list pages, to designed financial reports based on row and column definitions, to the embedded Power BI Finance app, to standard built-in reports and analysis tools such as budget versus actual and cash flow analysis.

The section’s own pages give an overview, explain ad-hoc analysis with the Data Analysis feature (general ledger, customer receivables, vendor payables), and describe consolidating data from several companies into one consolidated company. Four subtopics go deeper: Power BI finance app (19 pages), Financial reporting (20 pages), Built-in finance analysis tools (4 pages), and Built-in finance reports (83 pages, one per standard or Excel report).

Start with the Financial analytics overview page to compare the options. Then go to Financial reporting for custom statements and KPIs, the Power BI finance app for dashboards, or Built-in finance reports to find what a specific standard report shows and which filters it uses.

Key points

• Data Analysis lets you analyze general ledger, customer receivables and vendor payables directly from list pages, with Pivot Mode, Analysis Filters and multiple analysis tabs, without running a report.
• Consolidation combines data from subsidiaries or business units into a consolidated company, and supports different charts of accounts, currencies, fiscal years and environments.
• Consolidation features include eliminations, currency exchange rates, business units, G/L account mapping and file-based transfer.
• Financial reporting is built on row and column definitions, account categories, dimensions and budgets, with Excel and PDF output, telemetry, KPI web services and balancing to the general ledger.
• The embedded Power BI Finance app covers receivables, payables, profitability, liquidity, liabilities, budgets and ledger entry analysis, with a semantic model and KPI definitions.
• Built-in analysis tools include budget versus actual comparison, cash flow analysis on the Accountant Role Center, and the payment practices report.
• Built-in finance reports (83 pages) cover general ledger, trial balance, receivables, payables, VAT, consolidation, deferrals, cost accounting and fixed assets.
• The overview page also mentions KPI setup and publishing, statistical accounts and dimension analysis.

Subtopics

• Power BI finance app (19 pages)
• Financial reporting (20 pages)
• Built-in finance analysis tools (4 pages)
• Built-in finance reports (83 pages)

More Learn pages

• Ad-hoc analysis of finance data: Learn how to use the data analysis mode to analyze finance data.
• Consolidate data from multiple companies: This article explains how you can consolidate the general ledger entries of two or more separate companies (subsidiaries) into a consolidated company.
• Financial analytics: Business Central helps you gather, analyze, and share company data for business intelligence.

Videos, posts and code changes

Linked by a Haiku matcher with a grounding quote from the item’s summary (link/topics.ts); machine-generated.

• #10604 [Main]-export/import of a report definition fails if the statuses in the originating company do not exist in the destination company (code change): “Financial report and row definitions now import successfully between companies”
• #11848 [main] Report 11564, Foreign Currency Layout: foreign currency opening balance is not included (code change): “Report 11564 now correctly includes foreign currency opening balances”
• What’s New: Enhanced Financial Analytics (2026 release wave 1) (video): “Enhanced Financial Analytics (2026 release wave 1). Topics: financial analytics; excel layouts; deferral reports”
• What’s Cooking in Business Central: Excel Reports that Become Generally Available (video): “Finance Analytics Documentation; Alternative Analysis Methods Documentation”

Business Central pages and reports

The pages, reports and queries this hub’s Learn pages name (ms.search.form, API reference), joined to the code by exact object id (data/index/docs-objects.json); a page shows the table it runs on.

• Page 20 “General Ledger Entries” · on Table 17 “G/L Entry”
• Page 103 “Account Schedule Names” · captioned “(Financial Report) Row Definitions” · on Table 84 “Acc. Schedule Name”
• Page 108 “Financial Reports” · on Table 88 “Financial Report”
• Page 198 “Acc. Sched. KPI WS Dimensions” · captioned “Account Schedule KPI WS Dimensions” · on Table 197 “Acc. Sched. KPI Buffer”
• Page 240 “Business Unit List” · captioned “Business Units” · on Table 220 “Business Unit”
• Page 490 “Acc. Schedule Overview” · captioned “Financial Report” · on Table 85 “Acc. Schedule Line”
• Page 516 “Sales Lines” · on Table 37 “Sales Line”
• Page 1827 “Business Units Setup Subform” · on Table 1827 “Business Unit Setup”
• Page 5119 “Sales Cycles” · on Table 5090 “Sales Cycle”
• Page 9300 “Sales Quotes” · on Table 36 “Sales Header”
• Page 9301 “Sales Invoice List” · captioned “Sales Invoices” · on Table 36 “Sales Header”
• Page 9305 “Sales Order List” · captioned “Sales Orders” · on Table 36 “Sales Header”
• Page 36984 “Financial Overview” · captioned “Financial Overview (Power BI)”
• Page 36985 “Income Statement by Month” · captioned “Income Statement by Month (Power BI)”
• Page 36986 “Balance Sheet by Month” · captioned “Balance Sheet by Month (Power BI)”
• Page 36987 “Budget Comparison” · captioned “Budget Comparison (Power BI)”
• Page 36988 “Liquidity KPIs” · captioned “Liquidity KPIs (Power BI)”
• Page 36989 “Profitability” · captioned “Profitability (Power BI)”
• Page 36990 “Liabilities” · captioned “Liabilities (Power BI)”
• Page 36991 “EBITDA” · captioned “EBITDA (Power BI)”
• Page 36992 “Average Collection Period” · captioned “Average Collection Period (Power BI)”
• Page 36993 “Aged Receivables (Back Dating)” · captioned “Aged Receivables (Back Dating) (Power BI)”
• Page 36994 “Aged Payables (Back Dating)” · captioned “Aged Payables (Back Dating) (Power BI)”
• Page 36995 “PowerBI General Ledg. Entries” · captioned “General Ledger Entries (Power BI)”
• Report 4 “Detail Trial Balance”
• Report 6 “Trial Balance” · captioned “Trial Balance (Obsolete)”
• Report 7 “Trial Balance/Previous Year”
• Report 9 “Trial Balance/Budget” · captioned “Trial Balance/Budget (Obsolete)”
• Report 10 “Closing Trial Balance”
• Report 16 “G/L Consolidation Eliminations”
• Report 17 “Consolidated Trial Balance”
• Report 18 “Consolidated Trial Balance (4)”
• Report 25 “Account Schedule” · captioned “Run Financial Report”
• Report 27 “Dimensions - Total”
• Report 28 “Dimensions - Detail”
• Report 33 “Reconcile Cust. and Vend. Accs” · captioned “Reconcile Customer and Vendor Accounts”
• Report 38 “Trial Balance by Period”
• Report 104 “Customer - Detail Trial Bal.”
• Report 120 “Aged Accounts Receivable” · captioned “Aged Accounts Receivable (Obsolete)”
• Report 129 “Customer - Trial Balance”
• Report 304 “Vendor - Detail Trial Balance”
• Report 322 “Aged Accounts Payable” · captioned “Aged Accounts Payable (Obsolete)”
• Report 329 “Vendor - Trial Balance”
• Report 1404 “Bank Acc. - Detail Trial Bal.” · captioned “Bank Accounts - Detail Trial Balance”
• Report 4410 “EXR Consolidated Trial Balance” · captioned “Consolidated Trial Balance (Excel)”
• Page 18 “G/L Account List” · on Table 15 “G/L Account” · via Built-in finance analysis tools
• Page 37 “Where-Used List” · on Table 90 “BOM Component” · via Built-in finance analysis tools
• Page 65 “Rounding Methods” · on Table 42 “Rounding Method” · via Built-in finance analysis tools
• Page 99 “G/L Account Where-Used List” · on Table 180 “G/L Account Where-Used” · via Built-in finance analysis tools
• Page 104 “Account Schedule” · captioned “(Financial Report) Row Definition” · on Table 85 “Acc. Schedule Line” · via Financial reporting
• Page 118 “General Ledger Setup” · on Table 98 “General Ledger Setup” · via Financial reporting
• Page 120 “G/L Budget Entries” · on Table 96 “G/L Budget Entry” · via Built-in finance analysis tools
• Page 121 “G/L Budget Names” · captioned “G/L Budgets” · on Table 95 “G/L Budget Name” · via Built-in finance analysis tools
• Page 195 “Acc. Sched. KPI Web Srv. Setup” · captioned “Financial Report KPI Web Service Setup” · on Table 135 “Acc. Sched. KPI Web Srv. Setup” · via Financial reporting
• Page 196 “Acc. Sched. KPI Web Srv. Lines” · captioned “Financial Report KPI Web Service Setup” · on Table 136 “Acc. Sched. KPI Web Srv. Line” · via Financial reporting
• Page 197 “Acc. Sched. KPI Web Service” · captioned “Financial Report KPI Web Service” · on Table 197 “Acc. Sched. KPI Buffer” · via Financial reporting
• Page 312 “Gen. Business Posting Groups” · on Table 250 “Gen. Business Posting Group” · via Built-in finance analysis tools
• Page 313 “Gen. Product Posting Groups” · captioned “General Product Posting Groups” · on Table 251 “Gen. Product Posting Group” · via Built-in finance analysis tools
• Page 314 “General Posting Setup” · on Table 252 “General Posting Setup” · via Built-in finance analysis tools
• Page 347 “Report Selection - Purchase” · on Table 77 “Report Selections” · via Built-in finance reports
• Page 395 “General Posting Setup Card” · on Table 252 “General Posting Setup” · via Built-in finance analysis tools
• Page 422 “G/L Balance/Budget” · on Table 15 “G/L Account” · via Built-in finance analysis tools
• Page 488 “Column Layout Names” · captioned “(Financial Report) Column Definitions” · on Table 333 “Column Layout Name” · via Financial reporting
• Page 489 “Column Layout” · captioned “(Financial Report) Column Definitions” · on Table 334 “Column Layout” · via Financial reporting
• Page 545 “Dim. Values per Account” · captioned “Dimension Values per Account” · on Table 352 “Default Dimension” · via Financial reporting
• Page 552 “Gen. Prod. Posting Group Conv.” · on Table 551 “VAT Rate Change Conversion” · via Built-in finance analysis tools
• Page 555 “Analysis View Card” · on Table 363 “Analysis View” · via Financial reporting
• Page 556 “Analysis View List” · captioned “Analysis Views” · on Table 363 “Analysis View” · via Financial reporting
• Page 557 “Analysis View Filter” · on Table 364 “Analysis View Filter” · via Financial reporting
• Page 558 “Analysis View Entries” · on Table 365 “Analysis View Entry” · via Financial reporting
• Page 569 “Chart of Accs. (Analysis View)” · on Table 376 “G/L Account (Analysis View)” · via Built-in finance analysis tools
• Page 570 “Chart of Accounts (G/L)” · on Table 15 “G/L Account” · via Built-in finance analysis tools
• Page 634 “Chart of Accounts Overview” · on Table 15 “G/L Account” · via Built-in finance analysis tools
• Page 686 “Payment Practice Data List” · on Table 686 “Payment Practice Data” · via Built-in finance analysis tools
• Page 687 “Payment Practice Card” · captioned “Payment Practice” · on Table 687 “Payment Practice Header” · via Built-in finance analysis tools
• Page 689 “Payment Practice List” · captioned “Payment Practices” · on Table 687 “Payment Practice Header” · via Built-in finance analysis tools
• Page 762 “Finance Performance” · on Table 485 “Business Chart Buffer” · via Built-in finance analysis tools
• Page 764 “Acc. Sched. Chart Matrix” · on Table 763 “Acc. Sched. Chart Setup Line” · via Financial reporting
• Page 765 “Acc. Sched. Chart Line” · on Table 763 “Acc. Sched. Chart Setup Line” · via Financial reporting
• Page 766 “Acc. Sched. Chart SubPage” · on Table 763 “Acc. Sched. Chart Setup Line” · via Financial reporting
• Page 790 “G/L Account Categories” · on Table 570 “G/L Account Category” · via Financial reporting
• Page 791 “G/L Accounts ListPart” · on Table 15 “G/L Account” · via Built-in finance analysis tools
• Page 840 “CF Forecast Statistics FactBox” · captioned “Cash Flow Forecast Statistic” · on Table 840 “Cash Flow Forecast” · via Built-in finance analysis tools
• Page 841 “Cash Flow Worksheet” · on Table 846 “Cash Flow Worksheet Line” · via Built-in finance analysis tools
• Page 847 “Cash Flow Forecast Card” · on Table 840 “Cash Flow Forecast” · via Built-in finance analysis tools
• Page 848 “Cash Flow Comment” · on Table 842 “Cash Flow Account Comment” · via Built-in finance analysis tools
• Page 849 “Cash Flow Forecast List” · captioned “Cash Flow Forecasts” · on Table 840 “Cash Flow Forecast” · via Built-in finance analysis tools
• Page 850 “Cash Flow Forecast Entries” · captioned “Cash Flow Ledger Entries” · on Table 847 “Cash Flow Forecast Entry” · via Built-in finance analysis tools
• Page 851 “Chart of Cash Flow Accounts” · on Table 841 “Cash Flow Account” · via Built-in finance analysis tools
• Page 857 “Cash Flow Manual Revenues” · on Table 849 “Cash Flow Manual Revenue” · via Built-in finance analysis tools
• Page 858 “Cash Flow Comment List” · on Table 842 “Cash Flow Account Comment” · via Built-in finance analysis tools
• Page 859 “Cash Flow Manual Expenses” · on Table 850 “Cash Flow Manual Expense” · via Built-in finance analysis tools
• Page 860 “CF Entries Dim. Overview” · captioned “CF Forcst. Entries Dimension Overview” · on Table 847 “Cash Flow Forecast Entry” · via Built-in finance analysis tools
• Page 862 “Cash Flow Account Card” · on Table 841 “Cash Flow Account” · via Built-in finance analysis tools
• Page 863 “CF Entries Dim. Matrix” · captioned “CF Forcst. Entries Dim. Overv. M.” · on Table 847 “Cash Flow Forecast Entry” · via Built-in finance analysis tools
• Page 865 “Report Selection - Cash Flow” · on Table 856 “Cash Flow Report Selection” · via Built-in finance analysis tools
• Page 866 “Cash Flow Availability Lines” · captioned “Lines” · on Table 930 “Cash Flow Availability Buffer” · via Built-in finance analysis tools
• Page 867 “CF Availability by Periods” · on Table 840 “Cash Flow Forecast” · via Built-in finance analysis tools
• Page 868 “Cash Flow Forecast Statistics” · on Table 840 “Cash Flow Forecast” · via Built-in finance analysis tools
• Page 869 “Cash Flow Forecast Chart” · captioned “Cash Flow Forecast” · on Table 485 “Business Chart Buffer” · via Built-in finance analysis tools
• Page 1158 “Cash Account Balances” · on Table 15 “G/L Account” · via Built-in finance analysis tools
• Page 1818 “Cash Flow Forecast Wizard” · captioned “Set Up Cash Flow Forecast” · via Built-in finance analysis tools
• Page 2623 “Stat. Account Balance” · captioned “Statistical Account Balance” · on Table 2632 “Statistical Account” · via Financial reporting
• Page 2631 “Statistical Account Card” · captioned “Statistical account” · on Table 2632 “Statistical Account” · via Financial reporting
• Page 2632 “Statistical Account List” · captioned “Statistical Accounts” · on Table 2632 “Statistical Account” · via Financial reporting
• Page 2633 “Statistical Accounts Journal” · captioned “Statistical Account Journal” · on Table 2631 “Statistical Acc. Journal Line” · via Financial reporting
• Page 2634 “Statistical Ledger Entry List” · captioned “Statistical Account Ledger Entries” · on Table 2633 “Statistical Ledger Entry” · via Financial reporting
• Page 8364 “Dimension Perspectives” · captioned “Financial Report Dimension Perspectives” · on Table 8363 “Dimension Perspective Name” · via Financial reporting
• Page 9027 “Accountant Role Center” · captioned “Accountant” · via Built-in finance reports
• Page 9370 “Analysis View List Purchase” · captioned “Purchase Analysis Views” · on Table 7152 “Item Analysis View” · via Financial reporting
• Page 9371 “Analysis View List Sales” · captioned “Sales Analysis Views” · on Table 7152 “Item Analysis View” · via Financial reporting
• Page 9372 “Analysis View List Inventory” · captioned “Inventory Analysis Views” · on Table 7152 “Item Analysis View” · via Financial reporting
• Page 36961 “Account Categories” · captioned “Power BI Account Categories” · on Table 36953 “Account Category” · via Power BI finance app
• Page 36996 “Detailed Vendor Ledger Entries” · captioned “Detailed Vendor Ledger Entries (Power BI)” · via Power BI finance app
• Page 36997 “Detailed Cust. Ledger Entries” · captioned “Detailed Cust. Ledger Entries (Power BI)” · via Power BI finance app
• Page 37059 “Finance Report” · captioned “Finance Report (Power BI)” · via Power BI finance app
• Page 37113 “Late Payments (Receivables)” · captioned “Late Payments (Receivables) (Power BI)” · via Power BI finance app
• Report 1 “Chart of Accounts” · via Built-in finance reports
• Report 3 “G/L Register” · via Built-in finance reports
• Report 5 “Receivables-Payables” · via Built-in finance reports
• Report 11 “G/L - VAT Reconciliation” · via Built-in finance reports
• Report 12 “VAT Statement” · via Built-in finance reports
• Report 13 “VAT Register” · via Built-in finance reports
• Report 19 “VAT- VIES Declaration Tax Auth” · via Built-in finance reports
• Report 20 “Calc. and Post VAT Settlement” · captioned “Calculate and Post VAT Settlement” · via Built-in finance reports
• Report 30 “Check Value Posting” · captioned “Dimension Check Value Posting” · via Built-in finance reports
• Report 31 “VAT Exceptions” · via Built-in finance reports
• Report 32 “VAT Registration No. Check” · captioned “Batch VAT Registration No. Check” · via Built-in finance reports
• Report 36 “Fiscal Year Balance” · via Built-in finance reports
• Report 37 “Balance Comp. - Prev. Year” · via Built-in finance reports
• Report 101 “Customer - List” · captioned “Customer List” · via Built-in finance reports
• Report 107 “Customer - Order Summary” · via Built-in finance reports
• Report 108 “Customer - Order Detail” · via Built-in finance reports
• Report 109 “Customer - Summary Aging Simp.” · via Built-in finance reports
• Report 111 “Customer - Top 10 List” · captioned “Customer - Top 10 List (Obsolete)” · via Built-in finance reports
• Report 112 “Sales Statistics” · via Built-in finance reports
• Report 113 “Customer/Item Sales” · via Built-in finance reports
• Report 117 “Reminder” · via Built-in finance reports
• Report 121 “Customer - Balance to Date” · captioned “Customer Balance to Date” · via Built-in finance reports
• Report 151 “Balance Sheet” · via Financial reporting
• Report 154 “Income Statement” · via Financial reporting
• Report 155 “Statement of Cashflows” · via Financial reporting
• Report 156 “Retained Earnings Statement” · via Financial reporting
• Report 211 “Customer - Payment Receipt” · via Built-in finance reports
• Report 301 “Vendor - List” · captioned “Vendor List (Obsolete)” · via Built-in finance reports
• Report 305 “Vendor - Summary Aging” · captioned “Vendor - Summary Aging (Obsolete)” · via Built-in finance reports
• Report 307 “Vendor - Order Summary” · via Built-in finance reports
• Report 308 “Vendor - Order Detail” · via Built-in finance reports
• Report 312 “Purchase Statistics” · via Built-in finance reports
• Report 313 “Vendor/Item Purchases” · via Built-in finance reports
• Report 317 “Vendor Pre-Payment Journal” · via Built-in finance reports
• Report 319 “Payments on Hold” · captioned “Payments on Hold (Obsolete)” · via Built-in finance reports
• Report 321 “Vendor - Balance to Date” · via Built-in finance reports
• Report 330 “Audit Trail” · via Built-in finance reports
• Report 503 “Foreign Currency Balance” · via Built-in finance reports
• Report 512 “IC Transactions” · captioned “Intercompany Transactions” · via Built-in finance reports
• Report 743 “VAT Reconciliation Report” · via Built-in finance reports
• Report 1123 “Cost Acctg. Stmt. per Period” · via Built-in finance reports
• Report 1125 “Cost Types Details” · via Built-in finance reports
• Report 1126 “Cost Acctg. Statement” · via Built-in finance reports
• Report 1127 “Cost Acctg. Analysis” · via Built-in finance reports
• Report 1128 “Cost Acctg. Journal” · via Built-in finance reports
• Report 1129 “Cost Allocations” · via Built-in finance reports
• Report 1133 “Cost Acctg. Statement/Budget” · via Built-in finance reports
• Report 1138 “Cost Acctg. Balance/Budget” · via Built-in finance reports
• Report 1316 “Standard Statement” · captioned “Customer Statement” · via Built-in finance reports
• Report 1700 “Deferral Summary - G/L” · via Built-in finance reports
• Report 1701 “Deferral Summary - Sales” · via Built-in finance reports
• Report 1702 “Deferral Summary - Purchasing” · via Built-in finance reports
• Report 2500 “Day Book VAT Entry” · via Built-in finance reports
• Report 2501 “Day Book Cust. Ledger Entry” · captioned “Day Book Customer Ledger Entry” · via Built-in finance reports
• Report 2502 “Day Book Vendor Ledger Entry” · via Built-in finance reports
• Report 4402 “EXR Aged Accounts Rec Excel” · captioned “Aged Accounts Receivable (Excel)” · via Built-in finance reports
• Report 4403 “EXR Aged Acc Payable Excel” · captioned “Aged Accounts Payable (Excel)” · via Built-in finance reports
• Report 4404 “EXR Vendor Top List” · captioned “Vendor - Top List (Excel)” · via Built-in finance reports
• Report 4405 “EXR Trial Balance Excel” · captioned “Trial Balance (Excel)” · via Built-in finance reports
• Report 4406 “EXR Trial BalanceBudgetExcel” · captioned “Trial Balance/Budget (Excel)” · via Built-in finance reports
• Report 4409 “EXR Customer Top List” · captioned “Customer - Top List (Excel)” · via Built-in finance reports
• Report 5600 “Fixed Asset - Analysis” · captioned “Fixed Asset Analysis (Obsolete)” · via Built-in finance reports
• Report 5601 “Fixed Asset - List” · captioned “Fixed Asset List” · via Built-in finance reports
• Report 5603 “Fixed Asset Register” · via Built-in finance reports
• Report 5604 “Fixed Asset - Details” · captioned “Fixed Asset Details (Obsolete)” · via Built-in finance reports
• Report 5605 “Fixed Asset - Book Value 01” · captioned “Fixed Asset Book Value 01” · via Built-in finance reports
• Report 5606 “Fixed Asset - Book Value 02” · captioned “Fixed Asset Book Value 02” · via Built-in finance reports
• Report 5607 “Fixed Asset - Projected Value” · captioned “Fixed Asset Projected Value (Obsolete)” · via Built-in finance reports
• Report 5608 “Fixed Asset - Acquisition List” · captioned “Fixed Asset Acquisition List” · via Built-in finance reports
• Report 5610 “Fixed Asset - G/L Analysis” · captioned “Fixed Asset G/L Analysis” · via Built-in finance reports
• Report 5611 “FA Posting Group - Net Change” · via Built-in finance reports

Learn also names 3 objects with no object page: page/1826, report/10007, report/10008.

Source: Microsoft Learn (CC BY 4.0). Descriptions are Learn’s own.