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. 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!

At the end of this class, participants will be able to:

• 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

This course will take about 3 hours to complete.