--- id: video/qj0VHB2Pmvc type: video title: "What's new: Enhanced Financial Reporting (2026 release wave 2)" summary: Enhanced Financial Reporting changes in the 2026 release wave 2, grouped by author, user and administrator features. The major release adds uncategorized account views, where-used for report definitions and totaling fact boxes; report packs with scheduling, automatic change log setup and report inbox APIs are also shown. Preview with default row/column definitions and line defaulting are announced for a minor version of 29. tier: official language: en tags: - financial reporting - chart of accounts - account categories - row definitions - column definitions - report packs - scheduling - change log - auditing - api system: reporting review: state: reviewed by: opus at: "2026-10-07T22:45:27.342Z" flags: [] generated: at: "2026-10-09T00:29:02.995Z" pipeline: 0.2.0 prompts: extract-video: 1 summarize-video: 2 input_hash: 21dc0fccea7020ac1dde0f09125e3bfb44db2ad21b865cea59550d32a7553015 evidence: - kind: video url: https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=45s title: "Preview capability for row and column definitions: announced" date: "2026-10-01T00:00:00Z" commit: null t: 45 quote: The latter is coming in a minor version of 29, but I'll show you here. - kind: video url: https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=287s title: "Defaulting for row and column definition lines: announced" date: "2026-10-01T00:00:00Z" commit: null t: 287 quote: Also coming in a minor to 29 is defaulting. So if you work on a row or column definition and add the lines of - kind: video url: https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=6s title: "What's new: Enhanced Financial Reporting (2026 release wave 2)" date: "2026-10-01T00:00:00Z" commit: null t: 6 quote: We have three types of features to show you. Features for authors, for users, and for administrators. - kind: video url: https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=45s title: "What's new: Enhanced Financial Reporting (2026 release wave 2)" date: "2026-10-01T00:00:00Z" commit: null t: 45 quote: The latter is coming in a minor version of 29, but I'll show you here. - kind: video url: https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=133s title: "What's new: Enhanced Financial Reporting (2026 release wave 2)" date: "2026-10-01T00:00:00Z" commit: null t: 133 quote: the action that has been on the account card for ages now include data from which reports would include this account. - kind: video url: https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=235s title: "What's new: Enhanced Financial Reporting (2026 release wave 2)" date: "2026-10-01T00:00:00Z" commit: null t: 235 quote: in here in the fall there will be some other goodies. The first is that you can preview - kind: video url: https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=328s title: "What's new: Enhanced Financial Reporting (2026 release wave 2)" date: "2026-10-01T00:00:00Z" commit: null t: 328 quote: you can now run multiple reports in one go and get a single PDF. - kind: video url: https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=390s title: "What's new: Enhanced Financial Reporting (2026 release wave 2)" date: "2026-10-01T00:00:00Z" commit: null t: 390 quote: the idea is that maybe each Friday for the team meeting in the finance team, there's going to be a pack of reports, and - kind: video url: https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=413s title: "What's new: Enhanced Financial Reporting (2026 release wave 2)" date: "2026-10-01T00:00:00Z" commit: null t: 413 quote: we now uh simply set up change log on all financial report definitions, not the actual uh log tables, but everything else. - kind: video url: https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=497s title: "What's new: Enhanced Financial Reporting (2026 release wave 2)" date: "2026-10-01T00:00:00Z" commit: null t: 497 quote: maybe you want to kick off some other automation. Maybe you want to use some AI to analyze the report output something and that links: learn: [] objects: [] features: - feature/573318 - feature/573323 - feature/573324 - feature/573325 topics: [] localizations: [] videos: [] posts: [] guidelines: [] video_id: qj0VHB2Pmvc channel: yt-microsoft source_name: Microsoft Dynamics 365 Business Central (YouTube) url: https://www.youtube.com/watch?v=qj0VHB2Pmvc published_at: "2026-10-01T00:00:00Z" duration_s: 554 captions: full audience: - functional consultant - administrator - developer - end user chapters: - t: 0 title: Introduction and feature categories - t: 17 title: Author features - Discovering uncategorized accounts - t: 112 title: Author features - Account usage and filter transparency - t: 235 title: Author features - Preview and defaulting capabilities - t: 317 title: User features - Report packs and scheduling - t: 413 title: Administrator features - Change log and auditing - t: 472 title: Administrator features - Report inbox APIs - t: 525 title: Closing and resources features: - name: Uncategorized accounts views status: ga t: 73 verified: false status_source: roadmap roadmap_ids: - "573324" - name: Where used for GL accounts status: ga t: 123 verified: false status_source: roadmap roadmap_ids: - "573324" - name: Totaling line account visibility in row definitions status: ga t: 161 verified: false status_source: roadmap roadmap_ids: - "573324" - name: Totaling field account visibility in column definitions status: ga t: 203 verified: false status_source: roadmap roadmap_ids: - "573324" - name: Preview capability for row and column definitions status: announced t: 247 verified: true status_source: video - name: Defaulting for row and column definition lines status: announced t: 287 verified: true status_source: video - name: Report packs status: ga t: 328 verified: false status_source: roadmap roadmap_ids: - "573323" - name: Change log for financial report definitions status: ga t: 413 verified: false status_source: roadmap roadmap_ids: - "573325" - name: Report inbox APIs status: ga t: 472 verified: false status_source: roadmap roadmap_ids: - "573318" objects_mentioned: [] quotes: - t: 6 text: We have three types of features to show you. Features for authors, for users, and for administrators. check: exact - t: 45 text: The latter is coming in a minor version of 29, but I'll show you here. check: exact - t: 133 text: the action that has been on the account card for ages now include data from which reports would include this account. check: exact - t: 235 text: in here in the fall there will be some other goodies. The first is that you can preview check: exact - t: 328 text: you can now run multiple reports in one go and get a single PDF. check: exact - t: 390 text: the idea is that maybe each Friday for the team meeting in the finance team, there's going to be a pack of reports, and check: exact - t: 413 text: we now uh simply set up change log on all financial report definitions, not the actual uh log tables, but everything else. check: exact - t: 497 text: maybe you want to kick off some other automation. Maybe you want to use some AI to analyze the report output something and that check: exact --- # What's new: Enhanced Financial Reporting (2026 release wave 2) > Enhanced Financial Reporting changes in the 2026 release wave 2, grouped by author, user and administrator features. The major release adds uncategorized account views, where-used for report definitions and totaling fact boxes; report packs with scheduling, automatic change log setup and report inbox APIs are also shown. Preview with default row/column definitions and line defaulting are announced for a minor version of 29. [Watch on YouTube](https://www.youtube.com/watch?v=qj0VHB2Pmvc) · Microsoft Dynamics 365 Business Central (YouTube) · 2026-10-01 · 9:14 · tier official · reviewed (checked by Opus) ## Overview The video walks through new Business Central financial reporting features in three groups: features for report authors, for users, and for administrators. Each feature is demoed. Author features help with chart of accounts categorization and with building row and column definitions. User features add report packs that produce one PDF and can be scheduled. Administrator features cover automatic change log setup and new report inbox APIs. Two author features (preview and defaulting) are described as coming in a minor version of 29. ## Key points - Chart of accounts page gets two new saved views that find GL accounts with no category or a missing subcategory. - The where used action on the account card now includes which financial report definitions include that account. - Row definitions get a fact box listing the accounts covered by a totaling line filter, with navigation to the GL account list. Column definitions with GL account totaling filters get the same fact box. - Report packs run multiple reports in one operation and produce a single consolidated PDF. They support per-report custom filters and start/end date filters, and can be scheduled, for example weekly for a finance team meeting, landing in the report inbox. - Change log is now set up automatically on all financial report definitions (not the log tables themselves), so changes are audited without manual setup; the example shows a financial report and row definition change logged with the user ID. - New report inbox APIs expose each report inbox operation, callable through MCP server, Power Platform or anything that speaks API, for example to trigger other automation or analyze report output with AI. - Announced for a minor version of 29: default column definition with a test button to preview a report from a row definition (and vice versa), and defaulting of new lines to the previously used settings. ## Chapters - [0:00](https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=0s) Introduction and feature categories - [0:17](https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=17s) Author features - Discovering uncategorized accounts - [1:52](https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=112s) Author features - Account usage and filter transparency - [3:55](https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=235s) Author features - Preview and defaulting capabilities - [5:17](https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=317s) User features - Report packs and scheduling - [6:53](https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=413s) Administrator features - Change log and auditing - [7:52](https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=472s) Administrator features - Report inbox APIs - [8:45](https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=525s) Closing and resources ## Features | Feature | Status | At | Evidence | |---|---|---|---| | Uncategorized accounts views | generally available (roadmap [Trace G/L account usage in finance reports](../features/573324.md)), demoed | [1:13](https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=73s) | | | Where used for GL accounts | generally available (roadmap [Trace G/L account usage in finance reports](../features/573324.md)), demoed | [2:03](https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=123s) | | | Totaling line account visibility in row definitions | generally available (roadmap [Trace G/L account usage in finance reports](../features/573324.md)), demoed | [2:41](https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=161s) | | | Totaling field account visibility in column definitions | generally available (roadmap [Trace G/L account usage in finance reports](../features/573324.md)), demoed | [3:23](https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=203s) | | | Preview capability for row and column definitions | announced, demoed | [4:07](https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=247s) | "The latter is coming in a minor version of 29, but I'll show you here." ([0:45](https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=45s)) | | Defaulting for row and column definition lines | announced, demoed | [4:47](https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=287s) | "Also coming in a minor to 29 is defaulting. So if you work on a row or column definition and add the lines of" ([4:47](https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=287s)) | | Report packs | generally available (roadmap [Run multiple financial reports and get a single PDF output](../features/573323.md)), demoed | [5:28](https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=328s) | | | Change log for financial report definitions | generally available (roadmap [Financial report changes are now always logged](../features/573325.md)), demoed | [6:53](https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=413s) | | | Report inbox APIs | generally available (roadmap [Automate report outputs](../features/573318.md)), demoed | [7:52](https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=472s) | | A status with a roadmap link comes from the Microsoft 365 roadmap feature this part of the video covers (matched by Haiku; links Opus dropped are not used); other statuses need a status word in the video itself. ## Quotes - [0:06](https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=6s) "We have three types of features to show you. Features for authors, for users, and for administrators." - [0:45](https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=45s) "The latter is coming in a minor version of 29, but I'll show you here." - [2:13](https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=133s) "the action that has been on the account card for ages now include data from which reports would include this account." - [3:55](https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=235s) "in here in the fall there will be some other goodies. The first is that you can preview" - [5:28](https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=328s) "you can now run multiple reports in one go and get a single PDF." - [6:30](https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=390s) "the idea is that maybe each Friday for the team meeting in the finance team, there's going to be a pack of reports, and" - [6:53](https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=413s) "we now uh simply set up change log on all financial report definitions, not the actual uh log tables, but everything else." - [8:17](https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=497s) "maybe you want to kick off some other automation. Maybe you want to use some AI to analyze the report output something and that" ## Disclaimers in the video - [3:55](https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=235s) coming-later: in here in the fall there will be some other goodies. The first is that you can preview - [4:47](https://www.youtube.com/watch?v=qj0VHB2Pmvc&t=287s) coming-later: Also coming in a minor to 29 is defaulting Presenters (as heard): Kenny.