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.
- Introduction and feature categories
- Author features - Discovering uncategorized accounts
- Author features - Account usage and filter transparency
- Author features - Preview and defaulting capabilities
- User features - Report packs and scheduling
- Administrator features - Change log and auditing
- Administrator features - Report inbox APIs
- Closing and resources
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.
Features
| Feature | Status | At | Evidence |
|---|---|---|---|
| Uncategorized accounts views | generally available (roadmap Trace G/L account usage in finance reports), demoed | 1:13 | |
| Where used for GL accounts | generally available (roadmap Trace G/L account usage in finance reports), demoed | 2:03 | |
| Totaling line account visibility in row definitions | generally available (roadmap Trace G/L account usage in finance reports), demoed | 2:41 | |
| Totaling field account visibility in column definitions | generally available (roadmap Trace G/L account usage in finance reports), demoed | 3:23 | |
| Preview capability for row and column definitions | announced, demoed | 4:07 | “The latter is coming in a minor version of 29, but I’ll show you here.” (0:45) |
| Defaulting for row and column definition lines | announced, demoed | 4:47 | “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) |
| Report packs | generally available (roadmap Run multiple financial reports and get a single PDF output), demoed | 5:28 | |
| Change log for financial report definitions | generally available (roadmap Financial report changes are now always logged), demoed | 6:53 | |
| Report inbox APIs | generally available (roadmap Automate report outputs), demoed | 7:52 |
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 “We have three types of features to show you. Features for authors, for users, and for administrators.”
- 0:45 “The latter is coming in a minor version of 29, but I’ll show you here.”
- 2:13 “the action that has been on the account card for ages now include data from which reports would include this account.”
- 3:55 “in here in the fall there will be some other goodies. The first is that you can preview”
- 5:28 “you can now run multiple reports in one go and get a single PDF.”
- 6:30 “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 “we now uh simply set up change log on all financial report definitions, not the actual uh log tables, but everything else.”
- 8:17 “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 coming-later: in here in the fall there will be some other goodies. The first is that you can preview
- 4:47 coming-later: Also coming in a minor to 29 is defaulting
Presenters (as heard): Kenny.