Use Reports In Your Daily Work (Quick Guide)
Quick start for day-to-day reporting, analysis mode, and Excel exports.
Reporting in Bevica helps you review performance, spot issues, and answer day-to-day questions quickly. Use this page as a quick guide to the reporting options you are most likely to use each day.
For a more comprehensive reporting overview for users, report writers, and developers, see Reporting in Bevica - Overview
Prerequisites
Access to Bevica.
Start with on-screen operational tools, then move into management reporting, dashboards, and financial reporting as needed.
Microsoft also provides an overview:
Use list pages
Using personalisation and filters, list pages provide quick on-screen data analysis. You can also use Share to Teams or Copy Link to share the information with others.
Use predefined views and links
Many pages have a drop-down that displays predefined filtered views and related links.
Export to Excel and Edit in Excel
Excel is a powerful tool to work with data. From inside Business Central, you can open any list in Excel. You can even modify data in Excel and then submit it back to Business Central.
Use data analysis mode
Data analysis lets you analyse data directly from list pages, without running a report or opening another application such as Excel. It provides an interactive way to calculate, summarise, and examine data.
Instead of running reports with different options and filters, you can add multiple tabs for different tasks or views of the data. Examples include "Inventory by Duty Status", "Sales by Customer", "Recently added vendors", and "Sales statistics".
You can use analysis mode on:
General Ledger Entries for finance summaries
Customer Ledger Entries for customer financial summaries
Vendor Ledger Entries for vendor financial summaries
Item Ledger Entries for stock-related quantity and value summaries
Sales List / Open Sales Lines for operational summaries
Purchase List / Open Purchase Lines for operational summaries
Copilot can help generate analysis reports.
Run templated reports
Reports help you collect and display data based on specific criteria. They organise and present information in an easy-to-read format you can print or save as a file. There are many reports available throughout the application. These reports typically relate to the page you are on. For example, the Customer page includes reports for the top 10 customers, sales statistics, and more.
Reports can be printed, saved as PDF, emailed, or previewed. You can also schedule them to run at preset times.
Connect Excel to Bevica
Create reusable PivotTable analysis in Excel based on Bevica data. Using Web Services and OData, you can publish Bevica tables for reporting. For setup steps, see Connecting Excel to Bevica (Web Services & OData).
Use Role Centres, KPIs, and charts
Bevica Role Centre tiles show key KPIs for your role. Click a tile to open the related information. Tiles can also change colour based on predefined metrics.
Cue tiles can also change colour based on predefined metrics.
Additional Role Centre sections display further KPI information.
Find reports with the Role Explorer
You can also use your Role Centre to navigate in Business Central and list the reports available to you.
Use finance reports and dimensions
The Financial Reports feature gives you insight into the financial data stored in your chart of accounts (COA). You can set up financial reports to analyse figures in general ledger (G/L) accounts and compare general ledger entries with budget entries.
Dimensions play an important role in business intelligence. A dimension is a value you add to an entry as a parameter. Dimensions let you group entries with similar characteristics, such as customers, regions, products, and salespeople. Learn more in Work with Dimensions.
Review financial reporting
Bevica includes financial reports and on-screen views to help you track general, sales, purchase, and inventory ledger data.
Chart of Accounts - use Filter totals by and Filter list by to focus on dates, global dimensions, and other values
General Ledger Entries - use filters to reduce the number of rows, for example by G/L Account, Posting Date, and Dimensions
Finance reports including Trial Balances and Financial Reporting
Example ad hoc finance reports
Receivable reports including Aged Accounts Receivable
Payable reports including Aged Accounts Payable
Ad hoc analysis of finance data
Example of the Chart of Accounts 'Filter totals by' reporting.
Review inventory and sales reporting
Bevica also includes inventory reports and on-screen views to help you track stock and sales activity.
Check Inventory Margins: Check costs and margins on item ledger entries
Check Sales Margins: Check costs and margins on open sales documents
Item Availability Overview: Availability FactBoxes and pages help you see the impact of receipts and despatches on fluctuating stock levels
Customer/Item Sales Analysis: An on-screen report showing quantities and values of items each customer has ordered
Moving Annual Total Sales Analysis (MAT): Use this to view sales trends alongside stock quantities and depletion rates
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