Reporting & Analytics in Bevica

Overview of reporting and analytics in Bevica, including list filters, analysis mode, Excel, financial reports, and Power BI.

Bevica gives you many ways to analyse and understand the data you enter and process. Built-in analytics and reporting help you track performance and review activity across the business. Business Central includes reporting and analytics tools for both simple and complex processes. This page outlines the main areas and links to more detail.

For a quick guide, see Use Reports In Your Daily Work (Quick Guide).

Prerequisites

Access to Bevica.

Access to Power BI (optional).

Reporting Overview

It can help to think about analytics by user type and the different reporting needs each role has.

Analytics, business intelligence, and reporting overview - Business CentralMicrosoftLearn

Use Reports In Your Daily Work (Quick Guide)

Use the following tools as part of your daily routine to monitor performance, spot trends, and stay in control of your work.

List Pages
Export to Excel / Edit in Excel
Data Analysis Mode
Templated Reports
Connecting Excel to Bevica (Web Services & OData)
Role Centres, KPIs / Charts
Finance Reports and Dimensions
Inventory and Sales Reporting

These are covered in more detail here: Use Reports In Your Daily Work (Quick Guide)

Power BI

It is easy to get insights from your Business Central data with Power BI — Microsoft’s data visualisation platform. Power BI retrieves Business Central data so you can build dashboards and reports from it. It gives you a flexible alternative to reports built in Business Central. You can drill down, customise visuals, and merge data from different companies or external sources. Some Power BI reports can also be embedded in Business Central and viewed without leaving the system. More complex dashboards are often easier to work with in the Power BI website.

Introduction to Business Central and Power BI - Business CentralMicrosoftLearn

Business Central Power BI

Business Central SaaS includes a suite of standard Power BI reports. These cover:

Finance
Sales
Purchasing
Inventory
Inventory Valuation
Projects
Manufacturing

Power BI apps/reports for functional areas - Business CentralMicrosoftLearn

Learn how to install the standard Power BI reports: Install Power BI apps for Business Central

These reports do not include Bevica data. They are based on standard Business Central data and features.

A Power BI Pro licence is required to access these reports.

Power BI reports can also be made available within Bevica on the Role Centre and selected list pages, including Customers, Items, Jobs, Sales Orders, and Vendors.

Bevica Power BI

Bevica has a Power BI extension with a suite of Finance, Sales, Inventory, and Purchasing reports that include Bevica-specific data.

See Bevica Power BI reporting.

Microsoft Fabric

Microsoft Fabric is an end-to-end analytics solution with capabilities for data movement, data lakes, data engineering, data integration, data science, real-time analytics, and business intelligence. It is backed by a shared platform for data security, governance, and compliance.

For customers with more advanced data science or business intelligence scenarios that require richer data engineering or data integration, Microsoft Fabric is an option.

See Fine Wine Reporting for Fabric / SQL