Financial Reporting Enhancements

Enhancement Overview

Microsoft have introduced a range of improvements to financial reporting aimed at making reports easier to manage, more consistent, and more efficient across your organisation.

These enhancements focus on improving how reports are created, discovered, distributed, and governed. Users can now access clearer insights, while report authors and administrators gain more control over formatting, branding and report management.

How It Works

These enhancements apply across the financial reporting experience within Business Central.

You can now:

For all users:

• View reports using a new tile layout, showing key details such as status, category, description and last run date

For report authors:

• Display company logos on report outputs

• Override default settings (such as formatting, reporting periods, or layout options) on specific reports

• Assign categories to reports for improved organisation

For report users:

• Schedule reports for distribution

• Automatically send reports to users via email or report inbox

• Run reports across all dimension values in a single run

For administrators:

• Set global defaults for report formatting and layout

• Monitor report usage through an audit log

Example

A simple example of how this enhancement can be used:

• A finance team needs to send a monthly management report pack

• The report can now be:

  • Scheduled to run automatically at month-end

  • Distributed to a group via email

  • Generated using consistent formatting and branding

• Users can easily identify the correct report to run by using the tile view with status (e.g. Published)

This removes the need for manual report runs, version confusion, and repeated formatting updates.

At A Glance

Why Is It Useful?

These enhancements reduce manual effort and improve the reliability of financial reporting.

By automating report distribution, improving visibility, and introducing governance controls such as audit logs and status tracking, organisations can ensure reports are accurate, consistent and easy to access. This supports better decision-making while reducing the time spent managing reports manually.

System/User Requirements