{"id":22949,"date":"2024-05-16T11:04:00","date_gmt":"2024-05-16T09:04:00","guid":{"rendered":"https:\/\/www.abd.es\/?p=22949"},"modified":"2024-05-16T11:04:00","modified_gmt":"2024-05-16T09:04:00","slug":"personalizar-informes-financieros-business-central","status":"publish","type":"post","link":"https:\/\/www.abd.es\/en\/2024\/05\/personalizar-informes-financieros-business-central\/","title":{"rendered":"How to Customize Financial Reports in Microsoft Dynamics 365 Business Central?"},"content":{"rendered":"<p>&nbsp;<\/p>\n<p class=\"translation-block\"><span style=\"font-weight: 400\">Welcome to the <a href=\"https:\/\/www.abd.es\/en\/\" target=\"_blank\" rel=\"noopener\"><strong>ABD<\/strong><\/a> tutorial on how to customize financial reports in Microsoft Dynamics 365 Business Central.<\/span><\/p>\n<p class=\"translation-block\"><span style=\"font-weight: 400\">With our new tutorial, <strong>you will learn how to adapt your financial reports to obtain your own analytical profit and loss account, in a way that facilitates the analysis of the company\u2019s financial activity<\/strong>.<\/span><\/p>\n<p class=\"translation-block\"><span style=\"font-weight: 400\">We hope this tutorial helps you confidently use the <a href=\"https:\/\/www.abd.es\/en\/que-es-business-central\/\" target=\"_blank\" rel=\"noopener\">Dynamics 365 Business Central<\/a> application and effectively manage the chart of accounts.<\/span><\/p>\n<p><iframe title=\"How to Customize Financial Reports in Microsoft Dynamics 365 Business Central?\" width=\"800\" height=\"450\" src=\"https:\/\/www.youtube.com\/embed\/yByMF1dXUwQ?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p><span style=\"font-weight: 400;\">Let\u2019s get started.<\/span><\/p>\n<h2><b>Why is it important to customize financial reports in Business Central?<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Before we begin, it is crucial to understand why customizing financial reports can be very useful for your company. Personalizing these reports allows you to adapt the information to your specific needs, making it easier to make strategic and more informed decisions.<\/span><\/p>\n<h2><b>Steps to customize financial reports in Business Central<\/b><\/h2>\n<p>&nbsp;<\/p>\n<h3><b>Step 1: Access the Finance Module<\/b><\/h3>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone wp-image-22954 size-shareaholic-thumbnail\" title=\"Personalizar Informes Financieros Business Central: accede al modulo de finanzas\" src=\"https:\/\/www.abd.es\/wp-content\/uploads\/2024\/05\/Captura-de-pantalla-2024-05-16-085747-640x354.webp\" alt=\"Personalizar Informes Financieros Business Central: accede al modulo de finanzas\" width=\"640\" height=\"354\" srcset=\"https:\/\/www.abd.es\/wp-content\/uploads\/2024\/05\/Captura-de-pantalla-2024-05-16-085747-640x354.webp 640w, https:\/\/www.abd.es\/wp-content\/uploads\/2024\/05\/Captura-de-pantalla-2024-05-16-085747-300x166.webp 300w, https:\/\/www.abd.es\/wp-content\/uploads\/2024\/05\/Captura-de-pantalla-2024-05-16-085747-1024x566.webp 1024w, https:\/\/www.abd.es\/wp-content\/uploads\/2024\/05\/Captura-de-pantalla-2024-05-16-085747-768x425.webp 768w, https:\/\/www.abd.es\/wp-content\/uploads\/2024\/05\/Captura-de-pantalla-2024-05-16-085747-1536x849.webp 1536w, https:\/\/www.abd.es\/wp-content\/uploads\/2024\/05\/Captura-de-pantalla-2024-05-16-085747.webp 1914w\" sizes=\"(max-width: 640px) 100vw, 640px\" \/><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><a href=\"https:\/\/dynamics.microsoft.com\/es-es\/business-central\/signin\/\" target=\"_blank\" rel=\"noopener\">Sign in to Microsoft Dynamics 365 Business Central<\/a>.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Go to the Finance module:<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">In the main menu, select the option <\/span><span style=\"font-weight: 400;\">Finance<\/span><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3><b>Step 2: Select the Financial Report<\/b><\/h3>\n<p><img decoding=\"async\" class=\"alignnone wp-image-22950 size-shareaholic-thumbnail\" src=\"https:\/\/www.abd.es\/wp-content\/uploads\/2024\/05\/2024-05-16-09_00_24-Reproductor-multimedia-640x362.webp\" alt=\"\" width=\"640\" height=\"362\" srcset=\"https:\/\/www.abd.es\/wp-content\/uploads\/2024\/05\/2024-05-16-09_00_24-Reproductor-multimedia-640x362.webp 640w, https:\/\/www.abd.es\/wp-content\/uploads\/2024\/05\/2024-05-16-09_00_24-Reproductor-multimedia-300x170.webp 300w, https:\/\/www.abd.es\/wp-content\/uploads\/2024\/05\/2024-05-16-09_00_24-Reproductor-multimedia-1024x579.webp 1024w, https:\/\/www.abd.es\/wp-content\/uploads\/2024\/05\/2024-05-16-09_00_24-Reproductor-multimedia-768x434.webp 768w, https:\/\/www.abd.es\/wp-content\/uploads\/2024\/05\/2024-05-16-09_00_24-Reproductor-multimedia.webp 1230w\" sizes=\"(max-width: 640px) 100vw, 640px\" \/><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Click on <\/span><span style=\"font-weight: 400;\">Financial Reports<\/span><span style=\"font-weight: 400;\"> in the Finance menu.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Select the profit and loss account you have already configured:<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li aria-level=\"3\"><span style=\"font-weight: 400;\">Choose the account you want to customize to view the financial data.<\/span><\/li>\n<\/ul>\n<h3><b>Step 3: Define the Columns for the Monthly View<\/b><\/h3>\n<p><img decoding=\"async\" class=\"alignnone wp-image-22951 size-shareaholic-thumbnail\" src=\"https:\/\/www.abd.es\/wp-content\/uploads\/2024\/05\/2024-05-16-09_04_57-Reproductor-multimedia-640x361.webp\" alt=\"\" width=\"640\" height=\"361\" srcset=\"https:\/\/www.abd.es\/wp-content\/uploads\/2024\/05\/2024-05-16-09_04_57-Reproductor-multimedia-640x361.webp 640w, https:\/\/www.abd.es\/wp-content\/uploads\/2024\/05\/2024-05-16-09_04_57-Reproductor-multimedia-300x169.webp 300w, https:\/\/www.abd.es\/wp-content\/uploads\/2024\/05\/2024-05-16-09_04_57-Reproductor-multimedia-1024x577.webp 1024w, https:\/\/www.abd.es\/wp-content\/uploads\/2024\/05\/2024-05-16-09_04_57-Reproductor-multimedia-768x433.webp 768w, https:\/\/www.abd.es\/wp-content\/uploads\/2024\/05\/2024-05-16-09_04_57-Reproductor-multimedia.webp 1231w\" sizes=\"(max-width: 640px) 100vw, 640px\" \/><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Access Column Definitions:<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Inside the profit and loss report, find the option to define columns.<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Create or select an existing column definition:<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">You can create a new definition or select one you already have, such as \u201cpage month by month\u201d.<\/span><\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3><b>Step 4: Configure the Monthly Columns<\/b><\/h3>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Define the first column:<\/span><\/li>\n<\/ul>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">The first column should show the total for the year. Leave the comparison date formula blank so that it reflects the total year\u2011to\u2011date balance.<\/span><\/li>\n<\/ul>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Add columns for each month:<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Add columns for each month, from January to December.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Configure each column to show the balance for that specific month\u2019s period. Make sure that:<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Period balance: Shows the balance existing in that specific month.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Account movements: The column must take the information from the accounting entries and show the net amount.<\/span><\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Configure the comparison date formula<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-22952 size-shareaholic-thumbnail\" src=\"https:\/\/www.abd.es\/wp-content\/uploads\/2024\/05\/2024-05-16-09_30_35-Reproductor-multimedia-640x362.webp\" alt=\"\" width=\"640\" height=\"362\" srcset=\"https:\/\/www.abd.es\/wp-content\/uploads\/2024\/05\/2024-05-16-09_30_35-Reproductor-multimedia-640x362.webp 640w, https:\/\/www.abd.es\/wp-content\/uploads\/2024\/05\/2024-05-16-09_30_35-Reproductor-multimedia-300x170.webp 300w, https:\/\/www.abd.es\/wp-content\/uploads\/2024\/05\/2024-05-16-09_30_35-Reproductor-multimedia-1024x579.webp 1024w, https:\/\/www.abd.es\/wp-content\/uploads\/2024\/05\/2024-05-16-09_30_35-Reproductor-multimedia-768x434.webp 768w, https:\/\/www.abd.es\/wp-content\/uploads\/2024\/05\/2024-05-16-09_30_35-Reproductor-multimedia.webp 1231w\" sizes=\"(max-width: 640px) 100vw, 640px\" \/><\/span><\/li>\n<\/ul>\n<h5><b>The Date Formula Trick<\/b><\/h5>\n<p><b> <\/b><span style=\"font-weight: 400;\">We must not forget the date formula trick. This special structure allows us to display data clearly and effectively, providing valuable insights for decision\u2011making.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\" class=\"translation-block\"><span style=\"font-weight: 400\">For the first month of the year, use the formula<\/span> <b>-PA<\/b><span style=\"font-weight: 400\">.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\" class=\"translation-block\"><span style=\"font-weight: 400\">For the following months, use the formula<\/span> <b>-PA + one month<\/b><span style=\"font-weight: 400\">.<\/span><\/li>\n<\/ul>\n<h3><b>Step 5: Apply the Column Definition<\/b><\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-22953 size-shareaholic-thumbnail\" title=\"Personalizar Informes Financieros Business Central: controla resultados finales\" src=\"https:\/\/www.abd.es\/wp-content\/uploads\/2024\/05\/2024-05-16-09_31_35-Proyecto-de-video-7-Word-640x359.webp\" alt=\"Personalizar Informes Financieros Business Central: controla resultados finales\" width=\"640\" height=\"359\" srcset=\"https:\/\/www.abd.es\/wp-content\/uploads\/2024\/05\/2024-05-16-09_31_35-Proyecto-de-video-7-Word-640x359.webp 640w, https:\/\/www.abd.es\/wp-content\/uploads\/2024\/05\/2024-05-16-09_31_35-Proyecto-de-video-7-Word-300x168.webp 300w, https:\/\/www.abd.es\/wp-content\/uploads\/2024\/05\/2024-05-16-09_31_35-Proyecto-de-video-7-Word-1024x575.webp 1024w, https:\/\/www.abd.es\/wp-content\/uploads\/2024\/05\/2024-05-16-09_31_35-Proyecto-de-video-7-Word-768x431.webp 768w, https:\/\/www.abd.es\/wp-content\/uploads\/2024\/05\/2024-05-16-09_31_35-Proyecto-de-video-7-Word.webp 1234w\" sizes=\"(max-width: 640px) 100vw, 640px\" \/><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Apply the column definition to your income statement:<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Make sure that the column definition you have configured is applied to your income statement (profit and loss).<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3><b>Step 6: Review the Final Result<\/b><\/h3>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Check the monthly view:<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">The first column should show the total amount for the current year.<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">The following columns should show the monthly balances from January to December.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">When you apply our custom column definition, you will see how your company\u2019s financial information comes to life. From the year\u2011to\u2011date total to the monthly details, each number tells a unique story.<\/span><\/p>\n<h2 class=\"translation-block\"><b>Benefits of customizing financial reports in Business Central<\/b><\/h2>\n<p class=\"translation-block\"><span style=\"font-weight: 400\">In our opinion, the customization of <a href=\"https:\/\/learn.microsoft.com\/es-es\/dynamics365\/business-central\/finance-reports\" target=\"_blank\" rel=\"noopener\">financial reports in Microsoft Dynamics 365 Business Central<\/a> offers several key benefits for businesses:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\" class=\"translation-block\"><b>Adaptation to Specific Needs<\/b><span style=\"font-weight: 400\">: Allows adjusting reports to exactly meet each business's particular requirements, facilitating the clear and relevant presentation of financial data.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\" class=\"translation-block\"><b>Legal Compliance and Information Presentation<\/b><span style=\"font-weight: 400\">: Although standard financial reports usually have a regulated structure, customization allows adding columns and additional data needed for internal reports or to meet specific information presentation requirements.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\" class=\"translation-block\"><b>Analysis and Decision Making<\/b><span style=\"font-weight: 400\">: By customizing reports, you can create dashboards and reports that simplify financial data analysis, helping with informed and strategic decision-making.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\" class=\"translation-block\"><b>Effective Integration with Other Modules<\/b><span style=\"font-weight: 400\">: Customization enables effective integration with other system modules, providing a complete and coherent view of the company's financial situation.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\" class=\"translation-block\"><b>Acceleration of Financial Closing and Report Delivery<\/b><span style=\"font-weight: 400\">: By having all the information in one place, accounts receivable and payable operations are optimized, allowing financial reports to be produced faster and with greater accuracy.<\/span><\/li>\n<\/ul>\n<hr \/>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">In conclusion, customizing financial reports in Microsoft Dynamics 365 Business Central is essential for gaining a clear and accurate view of your financial situation.<br \/>\n<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u00a0Follow these steps to adapt your reports to your needs and make more informed strategic decisions for your company's success.<\/span><\/p>\n<p class=\"translation-block\"><span style=\"font-weight: 400\"><a href=\"https:\/\/www.abd.es\/en\/\" target=\"_blank\" rel=\"noopener\">At ABD, we specialize in ERP Dynamics 365 Business Central<\/a>, and we're here to help you implement it in your company.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Don't hesitate to contact us if you need more help or information.<\/span><\/p>","protected":false},"excerpt":{"rendered":"<p>&nbsp; Bienvenidos al tutorial de ABD sobre c\u00f3mo personalizar\u00a0 informes financieros en Microsoft Dynamics 365 Business Central.\u00a0 Con nuestro nuevo tutorial, aprender\u00e1s a adaptar tus informes financieros para obtener nuestra propia cuenta de p\u00e9rdidas y ganancias anal\u00edtica, de manera tal de facilitar el an\u00e1lisis de la actividad financiera de la empresa.\u00a0 Esperamos que este tutorial [&hellip;]<\/p>\n","protected":false},"author":15,"featured_media":22955,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[79],"tags":[1161,174,444,1294,1235,111,120,861,137],"class_list":["post-22949","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-articulos","tag-business-central","tag-dynamics","tag-dynamics-365","tag-dynamics-365-bc","tag-dynamics-365-business-central","tag-dynamics-nav","tag-microsoft","tag-microsoft-365","tag-microsoft-dynamics"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>\u00bfC\u00f3mo personalizar informes financieros en Business Central?<\/title>\n<meta name=\"description\" content=\"Descubre c\u00f3mo personalizar tus informes financieros en Microsoft Dynamics 365 Business Central. 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