Printing Extended Financial Reports

  • 08/10/2024
  • 4 minutes to read

This article describes how to print extended financial reports, be it to have a focused and more detailed view of the report within Continia Finance or to print it to a PDF or actual paper.

To print extended financial reports

To print an extended financial report:

  1. Choose Extended Financial Reports and then select the Financial Report dropdown menu to set the desired report, such as REVENUE.

  2. As well as the standard options provided by Microsoft Dynamics 365 Business Central, the following options are available:

    Layout

    • Column definition - specifies the name of the column layout used for the report, such as period or net change.

    Show

    • Show Company - specifies whether the company's name or display name should be used.

    • Show Error - specifies if the report should include information related to errors, such as divisions by zero.

    • Show Account Schedule Setup - if enabled, the first page shows the setup of the account schedule and the column layout.

    • Print the field Structure instead of the field Row No. - if enabled, the structure field is printed instead of the row number field. The structure field can then be used to print the balance position.

    • Show Accounts Detail - if enabled, the underlying accounts of a total line appear below the respective total line in the printout.

    • Show System Accounts - if enabled, postings are grouped in separate accounts – based on the respective source account (customer, vendor, or bank account) and shown in separate lines. This feature is only available if the Separate Receivables and Payables setting is enabled in the row definition.

    • Use Detailed Export from Row Definition - if enabled, detailed lines are only exported for row definition lines where the field Export Details is set.

    • Prevent Export of Accounts with No Entries - specifies whether accounts without entries should be included in the report.

    • Check Plausibility - specifies if the system should check if all G/L accounts are included in the financial report or if any G/L accounts have been included twice. To include blocked accounts, the Include Blocked Accounts setting must be activated as well. Note that contra asset accounts must always be specified twice – both as assets and as liabilities.

    • Include Blocked Accounts - specifies if blocked G/L accounts should be included in the plausibility check.

You can then select how to share or print the report. Alternatively, you can select Preview & Close to preview the report.