Financial Reporting in Dynamics 365 Business Central

Reports are easily one of Microsoft Dynamics 365 Business Central’s most powerful tools and are the prime solution for you to create custom financial statements directly from your general ledger. In this in-depth training session, you will learn the fundamental principles of the proper approach to creating Reports. Using hands-on exercises in our online learning environment, you will have the opportunity to apply what you learn during class to build your balance sheet.

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Get daily tips and tricks on how to work with Dynamics 365 or Business Central in the real world, all with a specific focus on accounting.

This course will take about 6 hours to complete including time for the hands-on exercises.

Financial Reporting

in Dynamics 365 Business Central (6 hours)

We’ll cover how to create each section of the balance sheet, quick ways to build simplified formulas, and simple formatting options. Discover how you can look at the same balance sheet format with different commonly used views. Moving on, we’ll build an income statement, including simplified formulas and formatting options, and review how to incorporate different views. Of course, we’ll take a look at how beautiful your Trial Balance can be through Reports. Then we’ll wrap it all up with how to maximize your use of Reports by learning how you can produce your report into Excel each month with only the need to refresh the numbers – no more inconsistent report formats and manual work required!

"This course is a must for those new to BC/NAV or new in a Controllers role. The hands on learning and collaborative networking environment with fellow users is essential to teach you the "small stuff" that can make a big difference in your productivity. Many of us have had little or no training, so this enables us to utilize and harness the system and take advantage of the reporting and analytical tools available. The class introduces you to many things you didn't know you didn't know about BC/NAV. Whether a new user or seasoned veteran, there will be useful takeaways from the course."

- Jen N.

Financial Reporting in Dynamics 365 Business Central

  • Learn how to create key financial statements: trial balance, balance sheet, and income statement
  • Understand how to apply multiple views for different periods of time to any report
  • Review options to use dimensions with financial reports
  • Discover ways to produce financial reporting from your system quickly and efficiently

REVIEWS

"As an Associate CFO new to Navision, I only wish that I had found and participated in this class much sooner to avoid many of the unnecessary struggles my team faced!"

Nick J

"This class should be taken by anyone doing an implementation. There were so many things that I had never been told and I am a two-year user."

Ada H.

"There are always going to be certain features and functions that not every Controller is using so this course brought those features to my attention and will be used going forward. I also like to hear about best practices."

Bill M.

"Anyone in the finance department of a company using Navision needs this class. Whether you are new to Navision or have been using it for years, anyone can benefit tremendously from the Controller's Boot Camp!"

Rob V.

"For a controller with limited exposure to NAV, I cannot fathom a more meaningful investment of time. The course is robust and the materials covered extremely comprehensive. You will be more than satisfied with the experience. Brilliant instructors."

Scott H.

"The Controller’s Boot Camp provides content with the right level of detail and hands on exercises that you can immediately use back in the office. The presenters are seasoned and provide real life guidance."

Scott S.

Frequently Asked Questions (General Training)

Frequently Asked Questions (On-demand Training)