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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)



Microsoft Dynamics 365 Business Central Assisted Setup Page

 

Microsoft Dynamics 365 Business Central Reporting Data setup

 

Microsoft Dynamics 365 Business Central Reporting Data Setup

 


Microsoft Dynamics 365 Business Central Reporting Data Setup

 



Microsoft Dynamics 365 Business Central Reporting Data Setup

Add Filters:


Microsoft Dynamics 365 Business Central Filter Page

Publish:



Microsoft Dynamics 365 Business Central Reporting Data Setup

Web Services Page:


Microsoft Dynamics 365 Business Central's Web Services Page for reporting.

Connect to Data Source from Excel -> New -> PowerPivot


Microsoft Dynamics 365 Business Central Power Pivot for Excel

Power BI Desktop


Microsoft Power BI Get Business Central Data

 

Microsoft Power BI Business Central Data

 

Microsoft Power BI Visualization


Add Another Table to Dataset


Microsoft Power BI establishing relationships


Microsoft Power BI Dashboard Visualization


Save and Publish Report


Save and publish your Business Central report created in Power BI Desktop.


 

Publish Power BI Desktop data to Power BI cloud portal.


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