Advanced Financial Reporting
Automated Report Distribution
Take control of your financial reporting process with our Advanced Financial Reporting app for Microsoft Dynamics 365 Business Central. Whether you need to send weekly, monthly, or quarterly reports to your board of directors, management team, or other stakeholders, our solution saves you time by automating every step of the process—from choosing date ranges to final distribution.
Key Features
Automatic Scheduling & Distribution
Use the built-in job queue functionality in Business Central to define when and how often your financial reports should be generated. Simply configure the schedule (daily, weekly, monthly, or custom frequency), and let the system do the rest.Powerful Date Formulas
Automate time-based filtering for your reports. With our app’s built-in date formula logic (similar to payment terms in Business Central), you can quickly specify date ranges such as “from the first day of the current month to the last day of the current month.” This ensures consistent, error-free reporting periods—no manual adjustments required.Flexible Output Formats
Generate your reports in PDF or other supported formats. The app also supports bundling multiple reports into a single ZIP file—ideal for archiving or delivering large batches of reports at once.Multiple Delivery Options
Distribute your reports via:- Email – Automatically send reports to specific recipients, like your CFO or board members.
- SharePoint – Store and organize reports in designated folders for team collaboration.
- ZIP Archive – Download all relevant documents in one compressed file for internal handling or secure offline review.
Smart Filtering & Customization
Define which reports you want to run and how you want them filtered. You can set up departmental or dimensional filters so you only get the data you need, presented exactly how you want it.
How It Works
- Create Print Jobs – Set up each financial report with your preferred date formula, format, and distribution method.
- Test & Review – Run a quick manual preview to ensure the report looks correct before scheduling.
- Add to Job Queue – With a single click, add your report jobs to Business Central’s job queue. Schedule them to run daily, weekly, monthly—whenever you need.
- Auto-Send or Store – Once the schedule triggers, reports are automatically generated and sent to your chosen destination(s). You can even configure notifications so you know the moment they’re distributed.
Why Choose Advanced Financial Reporting?
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- Save Time & Reduce Errors – Eliminate manual report generation and distribution.
- Consistency & Reliability – Trust that your stakeholders receive accurate, on-time data every single reporting cycle.
- Seamless Integration – Works within Business Central’s native environment; leverage existing data and job queue schedules.
- Flexible & Scalable – Customize reports and schedules to match your growing business needs.