Building Custom Reports in Business Central
Updated: Aug 16, 2021
You either just purchased or upgraded to Microsoft Dynamics 365 Business Central and you are wondering what's the best route to take to create reports? Should I have my Microsoft Partner create custom reports for me? Should we purchase an extension such as Jet Reports? Can we just use Microsoft Power BI? The answer is yes, you can use all three of these options. However, before going down the route of having your Microsoft Partner customize a report for you or purchasing the Jet Reports extension we'd highly recommend exploring Power BI coupled with Business Central.
Business Central's Assisted Setup feature for Reporting is amazingly simple and easy to use to create reports. Watch the below video to see just how easy.
1) Assisted Setup: Set Up Reporting Data (create the dataset)
a. Page – single Table (no Extension required)
b. Query – multiple Tables (Extension required)
Add Filters:
Publish:
Web Services Page:
Connect to Data Source from Excel -> New -> PowerPivot
Power BI Desktop
Add Another Table to Dataset
Save and Publish Report
