Reports That Finance Actually Trusts
Custom AL reports, Power BI dashboards, Jet Reports rebuilds. BC data turned into decisions — with role-based security so each user only sees what they should.
Who I Work With
Finance doesn't trust the numbers
Your accountants do half the month-end in Excel because the system reports don't tie up. The root cause is usually a misunderstanding of BC's posting groups or dimensions — fixable.
Executives want Power BI
The MD/CFO wants a dashboard. IT can pull data into Power BI but doesn't know which BC tables and columns map to which KPIs. I do.
Jet Reports running out of road
Jet Reports works but isn't scaling — fragile spreadsheet logic, no version control, dies when BC's schema changes. Migration path needed.
What's Included
01 — Data model documentation
A clear map of which BC tables hold what — for your team to use long after I'm gone.
02 — Operational reports
RDLC layouts for invoices, purchase orders, manufacturing routings, financial statements. Word layouts where Word is appropriate.
03 — Power BI semantic model
A reusable Power BI dataset connected to BC via REST API or SQL replica. Role-level security applied.
04 — Pre-built dashboards
Manufacturing OEE, financial close, inventory aging, vendor performance — whichever your business needs.
05 — Refresh + monitoring
Scheduled refresh, failure alerts, ownership documented.
The Reporting Process
Step 1 — Reporting audit (1 week)
What reports exist now, what’s broken, what’s missing. Output: priority list.
Step 2 — Build
Highest-value reports first. You approve each one before I move on.
Step 3 — Handover & training
Your team learns to maintain and extend. So you’re not locked into me forever.
Pricing
Reporting work is sold in fixed-scope packages — single AL reports, Power BI semantic models with dashboards, or full reporting overhauls. Each package quoted separately based on scope. Contact for a quote.
Got a reporting question? Let’s talk.
30-minute discovery call. No commitment. Honest advice.