Reporting in Business Central

Microsoft Dynamics 365 Business Central helps companies consolidate data from finance, sales, purchasing, inventory, projects, and production into a single, integrated ERP solution.

Reporting in Business Central gives you a better overview of your company’s key metrics, finances, operations, and growth. This makes it easier to monitor these aspects on an ongoing basis, rather than waiting until the numbers have been manually extracted or compiled in spreadsheets.

Business Central includes a range of standard reports, lists, views, and analysis features that provide insight into both financials and business processes. For many companies, the standard features serve as a strong starting point because the data is already consolidated in the system.

At Vektus, we have extensive experience with reporting in Business Central. We help companies make the most of the standard reporting features and create a better data foundation for the finance department, management, and key business stakeholders.

If you need more advanced reporting, dashboards, or reporting across multiple data sources, Vektus also has specialists in Business Intelligence, including Power BI.

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From data to better decisions

Good reporting isn’t just about being able to pull numbers out of the system. It’s about generating insights that can be used to follow up, prioritize, and make better decisions.

Business Central consolidates the company’s key data in one place. When reporting is based on data from day-to-day processes, it becomes easier to see what’s happening in the business and where action needs to be taken in a timely manner.

This could, for example, involve revenue, contribution margin, costs, inventory, accounts receivable, accounts payable, budget monitoring, project finances, or liquidity.

Typical reporting challenges that Business Central can help with

Reporting is done manually in Excel
Data is scattered across multiple systems
Management lacks an overview of key performance indicators
It is difficult to track budgets and variances
Dimensions and the chart of accounts are not being used optimally
Inventory, sales, projects, and finance are not clearly linked
Reporting takes too long and is based on unreliable data

Reporting features in Business Central

Business Central includes a number of standard features that support reporting and analysis.

Among other things, you can work on:

Standard Reports in Business Central
Financial Reports and Financial Monitoring
Dimensions and filtering by departments, projects, or locations
Budgets and Comparison with Actual Figures
Lists, role centers, and personalized views
Analysis of Sales, Purchasing, Inventory, and Projects
Export to Excel
Integration with Power BI as reporting needs grow

These features provide a solid foundation for day-to-day reporting, without the company necessarily having to start with a large-scale BI solution.

Learn more about financial management in Business Central

When standard reporting isn’t enough

For many companies, the standard reporting in Business Central is a good place to start. But needs often grow when reporting needs to be more visual, more automated, or cover more data sources.

This could involve management dashboards, cross-company reporting, more advanced budget tracking, sales analysis, inventory analysis, project tracking, or reporting in Power BI.

Here, Vektus helps assess when standard reporting is sufficient—and when Power BI, Microsoft Fabric, integrations, or tailored BI solutions create more value.

Learn more about Business Intelligence

Learn more about Microsoft Fabric

Vektus as a Business Central Partner

At Vektus, we specialize in Business Central. We help you make the most of the standard features and create a reporting structure that fits your business.

With Vektus as your partner, you’ll have specialists who understand Business Central, finance, data, and reporting. This means we don’t just look at the reports—we also examine the underlying data, the processes, and the decisions that the reporting is intended to support.

Learn more about Vektus

Should we help you improve your reporting?

Would you like a better overview of your finances, operations, key metrics, and reporting in Business Central?

At Vektus, we help you create a reporting solution that provides insights, strengthens follow-up, and creates a stronger connection between data and decisions.

Frequently asked questions about reporting in Business Central

When companies work with reporting in Business Central, a number of questions often arise: Where should we start? What provides the most value? How do we ensure success?

Here, we’ve compiled answers to some of the questions we most frequently encounter in our conversations with customers.

1. Does Business Central include standard reports?

Yes, Business Central includes standard reports and views that can be used to monitor finances, sales, purchasing, inventory, and projects, among other things.

2. Can you generate reports based on dimensions in Business Central?

Yes, Business Central supports dimensions, so you can analyze data across, for example, departments, projects, locations, or business areas.

3. Can Business Central be used for management reporting?

Yes, Business Central provides a solid foundation for management reporting, especially when the chart of accounts, dimensions, and data structure are set up correctly.

4. Can you export reports from Business Central to Excel?

Yes, data and reports can be exported to Excel so that the finance department and other users can continue working with the figures.

5. When does Power BI make sense in conjunction with Business Central?

Power BI is useful when a company needs more visual reporting, dashboards, automated follow-ups, or reporting across multiple data sources.

6. Is the standard reporting in Business Central sufficient?

For many companies, the standard reporting in Business Central is a good starting point. When needs become more advanced, Vektus helps assess whether Power BI, Microsoft Fabric, apps, or customizations will create more value.

Would you like to hear more?

If you would like more information or have any questions, please feel free to contact us.

Feel free to contact us by email, phone, or by filling out the contact form on this page.

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