示意预览Excel-based, refreshable financial and consolidation reporting for Business Central with drill-down to G/L
detail, dimension and budget reporting, and scheduled distribution. Built, installed as a per-tenant AL extension, and supported by
ECOSIRE on your tenant.
什么是 Excel Financial Reporting (Jet-style) for Business Central？
Excel-based, refreshable financial and consolidation reporting for Business Central with drill-down to G/L detail, dimension and budget reporting, and scheduled distribution. Built, installed as a per-tenant AL extension, and supported by ECOSIRE on your tenant. Built to order by ECOSIRE for Dynamics 365 BC (build-to-order) — indicative price from $999.00 USD; request a quote for a scoped proposal.
核心功能
按需定制，全程代劳
无需自行搭建——由 ECOSIRE 构建、安装并提供支持的可用应用。
- 1
您下单
以一次性构建价格开始。我们在启动时与您共同确定范围。
- 2
我们构建与安装
ECOSIRE 在您的 Dynamics 365 Business Central 上构建、配置并安装。
- 3
上线 + 支持
约一个工作周内上线，并包含两周上线支持。我们交付的代码中的缺陷免费修复。
关于此产品
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.
你得到什么
- 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
这是给谁的
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.
Excel Financial Reporting (Jet-style) for Business Central 如何比较
| 标准 | 伊科西尔 | 定制建造 | 竞争对手 | Dynamics 365 Business Central 原生 |
|---|---|---|---|---|
| Live, refreshable Excel reports against BC (no copy-paste) | 包含 | 部分支持 | 包含 | 部分支持 |
| Templates built to your own account schedules and dimensions | 包含 | 包含 | 不包括在内 | 不包括在内 |
| Multi-company consolidated reporting across the tenant | 包含 | 部分支持 | 部分支持 | 部分支持 |
| Drill-down from a figure to the source G/L transaction | 包含 | 部分支持 | 包含 | 包含 |
| Scheduled render-and-email distribution via BC Job Queue | 包含 | 部分支持 | 部分支持 | 不包括在内 |
| Dimension and budget-version (actual-vs-budget) reporting | 包含 | 部分支持 | 包含 | 部分支持 |
| Governed access via a dedicated permission set | 包含 | 部分支持 | 部分支持 | 包含 |
| Installed and figures-reconciled by the vendor at hand-over | 包含 | 不包括在内 | 不包括在内 | 不包括在内 |
| Ongoing support incl. BC monthly-update compatibility | 包含 | 不包括在内 | 部分支持 | 部分支持 |
关于Excel Financial Reporting (Jet-style) for Business Central的常见问题
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 one working week 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.
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Excel Financial Reporting (Jet-style) for Business Central
Excel-based, refreshable financial and consolidation reporting for Business Central with drill-down to G/L detail, dimension and budget reporting, and scheduled distribution. Built, installed as a per-tenant AL extension, and supported by ECOSIRE on your tenant.
- 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