What's New: Excel Reporting (2025 release wave 1)
Business Central 2025 release wave 1 Excel reporting: the finance and fixed assets Excel reports are now generally available, there are new Customer Top 10 and Vendor Top 10 reports, and the three sustainability reports have updated layouts. Sales and purchase order performance analysis queries are coming in version 26.1. A fixed asset ad hoc analysis query is already available from version 25.3. Legacy Excel reports move to a Legacy group before being removed.
- Introduction and Excel Reports for Finance
- Finance Excel Reports Overview and Access Methods
- Aged Accounts Receivables Report Demo
- Excel Report Features: Print and Analysis Worksheets
- Finance Reports and Sales/Purchasing Excel Reports
- Vendor Top 10 Report Demo
- New Query-Based Analysis for Sales and Purchasing
- Fixed Assets and Sustainability Reports
- Legacy Report Deprecation and Manufacturing Analytics
Overview
The video covers what changed in Excel reporting in 2025 release wave 1. Reports that were in preview are now generally available with modernized layouts, including seven finance reports, three fixed asset reports and three sustainability reports. The presenter demos the Aged Accounts Receivables report, which has a printable version and analysis worksheets built on pivot tables and slicers, and the Vendor Top 10 report.
It also covers query-based analysis for sales and purchasing, announced for version 26.1, and a fixed asset ad hoc analysis query. The last part explains that legacy Excel reports are moved to a Legacy group in the Excel Reports menu and will be removed in a later release wave.
Key points
- Seven finance Excel reports are generally available, ranging from trial balance and consolidated trial balance to collectibles, receivables and payables, with modernized designs and layouts.
- The Aged Accounts Receivables report has a printable version and three analysis worksheets (local currency by period, foreign currency, by currencies) with pivot tables and slicers.
- Opening the Aged Accounts Receivables report in Excel requires enabling content because it uses Power Query (Excel security settings).
- Customer Top 10 and Vendor Top 10 Excel reports are new, each with a printable version and an analysis worksheet with slicers.
- Sales Order Performance Analysis and Purchase Order Performance Analysis queries come in version 26.1 and join header data to line data.
- Fixed Assets Analysis, Fixed Asset Details and Fixed Asset Projected Value Excel reports are generally available; a fixed asset ad hoc analysis query is available from version 25.3.
- Three sustainability Excel reports, already generally available, got updated layouts in this release wave.
Features
| Feature | Status | At | Evidence |
|---|---|---|---|
| Excel Reports for Finance (Generally Available) | generally available, demoed | 0:19 | “made the Excel reports that were in preview generally available” (0:30) |
| Aged Accounts Receivables Excel Report | generally available, demoed | 1:30 | “this is just one of of the finance reports that is now generally available in version 20 25 release Wave 1” (6:13) |
| Customer Top 10 Excel Report | generally available | 6:34 | “we also made gen generally available two new Excel reports or maybe four” (6:34) |
| Vendor Top 10 Excel Report | generally available, demoed | 7:15 | “we also made gen generally available two new Excel reports or maybe four” (6:34) |
| Sales Order Performance Analysis Query | announced, demoed | 8:35 | “in sales and purchasing we also gave you a little bonus it will come in version 26.” (8:35) |
| Purchase Order Performance Analysis Query | announced | 8:35 | “in sales and purchasing we also gave you a little bonus it will come in version 26.” (8:35) |
| Fixed Assets Excel Reports (Generally Available) | generally available | 10:18 | “we made three of the Excel reports or the three preview report reports in Excel generally available” (10:18) |
| Fixed Asset Ad Hoc Analysis Query | status not stated | 10:38 | |
| Sustainability Excel Reports with Updated Layouts | generally available | 11:19 | “we added in the last release wave through three Excel reports so they have already generally available but in this release wave we also” (11:19) |
| Legacy Excel Reports Deprecation | status not stated, demoed | 12:00 |
AL objects mentioned
As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named.
Not found in BC28-30: query “Sales Order Performance Analysis”, query “Fixed Asset Ad Hoc Analysis”.
Quotes
- 0:30 “made the Excel reports that were in preview generally available it’s not only that we made sure they worked but we also applied a”
- 2:32 “since this is an Excel report you just get the download you don’t get a print option here so let’s download uh and run”
- 3:53 “these Excel reports are the the main reason we use Excel is to have interactivity with pivot tables and slices and so on”
- 10:18 “we made three of the Excel reports or the three preview report reports in Excel generally available fixed assets analysis fixed asset details and”
- 10:38 “as a bonus that you already have in your environment today if you’re on a version 25.3 or later”
- 12:40 “in business Central the Legacy Excel reports are the ones you find under the Excel reports menu and then they they now have a”
- 13:00 “later release wave this group will be removed and you can you should only be able to find these in the RO Explorer”