Inquiry page · Budgeting
Financial reports
A page that lists financial reports, where budget data can be reported and compared with actual amounts.
- Used by
- —
- Business process
- —
- Menu item
FinancialReports- Main table
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- Data entity
- —
- Setup steps
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Show what matters for
Everyone
1What it is and why
| What it is | A page that lists financial reports, where budget data can be reported and compared with actual amounts. |
|---|---|
| What you do here | Used to compare the original and revised budget with actual amounts, using the default Actual vs Budget report or your own reports. |
| Example | — |
Functional consultant · Solution architect
2Where it fits
| Business process | — |
|---|---|
| Menu path | Budgeting › Inquiries and reports › Basic budgeting › Financial reports |
| Set up first | Financial reporting setup Microsoft Learn ↗ |
| Used next by | — |
| Related pages | Budget account entries Microsoft Learn ↗ |
End user · Functional consultant
3How to do it
Microsoft's steps
- Go to Budgeting > Inquiries and reports > Basic budgeting > Financial reports.
- Select the report name to open it.
- Select the data you want to explore to drill down to account level and then to transactions.
- On the Action Pane, select Report options to add filters or change the budget scenario.
- Select Generate to update the report with the latest data.
- Select Print or Export to create a PDF or an Excel file.
Source: Microsoft Learn ↗
Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| — | |||
Functional consultant
4Setup decisions
| Setup step | Recommended value and why | Decision · common mistake · test |
|---|---|---|
| — No setup is made on this page. | ||
Solution architect
5Design impact
| Shared or per company | — |
|---|---|
| Can it be undone | — |
| Feature or country | — |
| If you change it later | — |
Technical architect
6Technical
| Menu item | FinancialReports |
|---|---|
| Form | FinancialReports |
| Table | — |
| Data entities | — |
| Who can open it | — |
| Actions on the page | — |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=FinancialReports |
|---|---|
| Integrate with | — |
| Table definition | — |
Everyone