Excel Financial Reporting (Jet-style) for Business Central

Name: Excel Financial Reporting (Jet-style) for Business Central
Brand: ECOSIRE
SKU: bc-excel-financial-reporting

الميزات الرئيسية

Live, refreshable Excel reports that pull G/L figures from Business Central over the standard OData v4 / REST API — one Refresh updates the whole workbook

Parameter-driven templates (period, company, dimension value, budget version) for P&L, balance sheet, cash flow and management packs, built to your account schedules

Multi-company consolidated reporting that combines G/L Entries across companies within the same Business Central tenant, with eliminations handled in-template

Drill-down from any reported figure back to the underlying G/L Entry and dimension detail, opening the source record in Business Central

Dimension reporting across all eight Business Central global and shortcut dimensions, including dimension-set filtering and pivots

Budget reporting with actual-vs-budget and variance columns sourced from G/L Budget Entries and selectable budget versions

Scheduled report distribution driven by the BC Job Queue plus AL event subscribers that render and email workbooks on a defined calendar

Dedicated permission set and entitlement so report consumers get governed read access without broad data exposure

Read-optimized query objects and API pages (AL query/page extensions) so refreshes stay performant on large ledgers

Optional Power BI / Power Platform path — the same governed API surface can feed Dataverse or Power BI when you outgrow Excel

Installed as a per-tenant AL extension that survives Business Central monthly updates and is upgrade-tested by ECOSIRE

Validated against your trial balance at hand-over so every reported total reconciles to Business Central before go-live

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تطلب

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نبني ونثبّت

يقوم ECOSIRE ببنائه وتهيئته وتثبيته على Dynamics 365 Business Central الخاص بك.

الإطلاق + الدعم

تنطلق خلال 2–4 أسابيع تقريبًا، مع فترة دعم بعد الإطلاق.

عن هذا المنتج

Controllers and FP&A analysts who built management reports in Jet Reports or hand-keyed exports want the same thing in Microsoft Dynamics 365 Business Central: a real Excel workbook that pulls live G/L figures, refreshes on demand, and drills back to the source transactions. This is that capability, built specifically for your chart of accounts, dimensions, and reporting structure.

ECOSIRE delivers it as a per-tenant AL extension installed directly on your Business Central environment (cloud SaaS or on-prem). The extension exposes a governed, read-optimized reporting surface over BC data using the standard OData v4 / REST API, secured by a dedicated permission set so report users see only what they should. Your Excel workbook connects to that surface, so a single Refresh repopulates balances, movements, and budget figures without copy-paste.

What you get is concrete: parameter-driven Excel templates (period, company, dimension, budget version) for P&L, balance sheet, cash flow and management packs; multi-company consolidated reporting that combines G/L Entries across companies in the same tenant; drill-down from any figure to the underlying G/L and dimension detail; and scheduled distribution via the BC Job Queue plus an event-subscriber pipeline that renders and emails workbooks on your calendar.

Because it is build-to-order, the templates match your actual account schedules and dimension scheme rather than a generic demo. This is not an instant Microsoft AppSource download. ECOSIRE scopes your reporting requirements, builds the extension and templates, installs them as a per-tenant extension, validates figures against your trial balance, and supports the solution after go-live. Honest lead time and a defined hand-over are part of the engagement.

ما تحصل عليه

Per-tenant AL extension (.app) installed on your Business Central environment, including API/query pages, the dedicated permission set, and Job Queue entry setup

A set of branded, parameter-driven Excel reporting templates (P&L, balance sheet, cash flow, plus your agreed management packs) wired to the live BC data connection

Multi-company consolidation workbook covering the companies in your tenant, with the elimination and mapping logic configured to your structure

Scheduled-distribution configuration: Job Queue entry, recipient lists, and the event-subscriber render/email pipeline set to your reporting calendar

Connection and authentication setup guide (OData endpoint, permission set assignment, Excel refresh) plus a short admin runbook

A reconciliation pack proving each delivered report ties out to your Business Central trial balance at hand-over

Source AL code, a recorded walkthrough for your finance team, and a defined post-go-live support window

لمن هذا

Controller / Financial Controller

Owns the monthly close and the board reporting pack. Needs P&L, balance sheet and cash flow in Excel that refresh from Business Central and reconcile to the trial balance, without rebuilding spreadsheets every period.

FP&A / Management Accountant

Builds actual-vs-budget and dimension-sliced management reports. Wants budget versions, variance columns and drill-down to transactions so they can answer 'why' without exporting and pivoting by hand.

Group / Multi-Entity Finance Lead

Consolidates several companies in one Business Central tenant. Needs a single consolidated workbook that combines G/L across entities, applies eliminations, and ties back to each company's detail.

كيف يقارن Excel Financial Reporting (Jet-style) for Business Central.

المعيار	ECOSIRE	بناء مخصص	منافس
Live, refreshable Excel reports against BC (no copy-paste)	متضمنة	دعم جزئي	متضمنة
Templates built to your own account schedules and dimensions	متضمنة	متضمنة	غير متضمنة
Multi-company consolidated reporting across the tenant	متضمنة	دعم جزئي	دعم جزئي
Drill-down from a figure to the source G/L transaction	متضمنة	دعم جزئي	متضمنة
Scheduled render-and-email distribution via BC Job Queue	متضمنة	دعم جزئي	دعم جزئي
Dimension and budget-version (actual-vs-budget) reporting	متضمنة	دعم جزئي	متضمنة
Governed access via a dedicated permission set	متضمنة	دعم جزئي	دعم جزئي
Installed and figures-reconciled by the vendor at hand-over	متضمنة	غير متضمنة	غير متضمنة
Ongoing support incl. BC monthly-update compatibility	متضمنة	غير متضمنة	دعم جزئي

الأسئلة المتداولة حول Excel Financial Reporting (Jet-style) for Business Central

How long until the reports are live, and what does the build process look like?

This is build-to-order, not an instant AppSource install. A typical engagement runs about two to four weeks depending on how many report templates and how complex your consolidation and dimension scheme are. We start by scoping your account schedules, dimensions and reporting calendar, then build the per-tenant AL extension and Excel templates, install them on your environment, and validate every figure against your trial balance before hand-over. You get a defined timeline up front.

Is this an app I download from Microsoft AppSource?

No. There is no public AppSource listing and no instant download. ECOSIRE builds the extension specifically for your chart of accounts and dimension structure and installs it as a per-tenant extension directly on your Business Central environment (cloud SaaS or on-prem). That is what lets the templates match your real reporting rather than a generic sample.

What happens to the reports when Business Central runs its monthly update?

The extension is built against stable, supported BC objects (the OData v4 / REST API, query objects, and standard G/L and budget tables), so monthly updates do not normally break it. As part of the support window, ECOSIRE upgrade-tests the extension against new BC releases and adjusts it if Microsoft changes anything relevant, so your refreshes keep working.

Who supports and updates the solution after go-live, and how are changes handled?

ECOSIRE supports the solution after delivery. The engagement includes a defined post-go-live support window covering bug fixes, refresh issues, permission-set adjustments and BC-update compatibility. New report templates, added companies in the consolidation, or extra dimension breakdowns are handled as scoped change requests. You also receive the source AL code and template files.

Will the figures actually match my ledger, and is access secure?

Yes on both. Every delivered report is reconciled to your Business Central trial balance at hand-over, and we provide a reconciliation pack as proof. Access is governed by a dedicated permission set so report consumers get read-only access to only the reporting data they need, over the standard authenticated API — no broad exposure of your tenant and no copy-paste exports floating around.