Modify a template with Reporting Intelligence Financials

Easy

How-To Video

Downloading and modifying a Reporting Intelligence Financials sample report

This video provides a quick overview of how to download and modify any of the sample reports available for the Reporting Intelligence Financials extension to Dynamics 365 Business Central.

Step-by-Step

1. Access the Sample Reports.

   Reporting Intelligence Financials includes a variety of sample reports that we can customize for our organization.

   

   Clicking that button takes us to a list of the available Reporting Intelligence Financials sample reports.

2. Click the Download button for a report to download it to our system so that we can then open it in Excel.

   

3. In this sample Trial Balance report, we can see that there is some issue causing a #VALUE! error:

   

4. If we select that cell and then click the Check Error button, we see that the sample company name is, of course, different than our company name...

   

   We'll need to change that.

5. Most sample reports include settings called report options which are configured using special Reporting Intelligence keywords.  When the report is run by clicking the Report button on the Reporting Intelligence ribbon, we have the opportunity to customized these options for our use. We'll change the company name so that it matches what is in our data:

   

6. Now that the company is correct, let's put the report back in to Design mode, so that we can further configure it for our needs.

   

7. We see that this report already has Reporting IntelligenceGL() functions to retrieve data from our data source:

   

   now we just need to tell it what accounts we want to see.

8. We can use the Fast Financials feature for that...

   

9. First, we'll un-check the box for Amount from the columns we want to add, since we already have functions to retrieve the values.

   

10. Then, we'll select all of our accounts by clicking the first one and then pressing CTRL-A ...

    

11. and drag the accounts over to the Account Number column in the report.

    

12. Next, we'll select the GL() functions in the other columns, and drag them down to the bottom of our report to copy the functions for all of our accounts.

    

13. Once the report is run (to retrieve up-to-date values from our data), we'll have a complete trial balance report customized for our organization:

    

Related Articles

• Reporting Intelligence Financials Help Center