Dynamics Business Central with Reporting — Lesson 2: Financial Reporting and Account Schedules

Learning Objectives

• Use trial balance, financial statements, account schedules, and analysis views
• Configure columns, rows, formulas, filters, and dimensions
• Validate balances, periods, comparisons, and financial-report logic

Detailed Topics

• Use trial balance: Use trial balance, financial statements, account schedules, and analysis views
• Configure columns: Configure columns, rows, formulas, filters, and dimensions
• Validate balances: Validate balances, periods, comparisons, and financial-report logic

Guided Demonstration

1. Review the requirement, environment, dependencies, roles, risks, and expected outcome.
2. Demonstrate the relevant configuration, analysis, code, or administration workflow step by step.
3. Capture settings, outputs, logs, screenshots, calculations, or test evidence.
4. Compare the observed result with the stated acceptance criteria.

Hands-On Activity

Build and validate a management financial report.

• Document assumptions and the planned sequence before making changes.
• Complete the activity and preserve evidence of normal and exception behavior.
• Record issues, corrective actions, and reusable operational or development notes.

Troubleshooting Focus

• Separate symptoms from causes and collect evidence before applying a fix.
• Check configuration, permissions, data, dependencies, capacity, connectivity, and recent changes.
• Validate rollback, recovery, support ownership, and user or business impact.

Validation Checklist

• The requirement and expected outcome are clear.
• The selected configuration, design, query, code, or process is documented.
• Normal, boundary, failure, security, and operational conditions are reviewed.
• The result is supported by evidence and the next improvement is prioritized.

Lesson Outcome

Learners can explain and apply Financial Reporting and Account Schedules in a realistic scenario and validate the result with documented evidence.