30 BUSINESS

CENTRAL REPORTS
YOU SHOULD BE
USING TODAY
eBook

www.cosmosdatatech.com
HOW TO USE
THIS EBOOK
This eBook provides a comprehensive overview of 30 fundamental pre-
built reports for Microsoft Dynamics 365 Business Central that you
instantly access with Cosmos Data Technologies. As the first cloud
reporting and analytics solution for Business Central, Cosmos reports are
designed to be lightning-fast, secure, agile, and built for everyday users.

The pre-built reports included in this eBook are sorted into sections based
on the business functions they serve.

You can scroll through the whole list at your own pace, or you can skip to a
particular section.

You can click on:

• Any section title in the table of contents.
• A specific report on the first page of a section.
• Any section title at the top of the page.
• Specific report thumbnails at the bottom of the page.

Want to see these Cosmos reports come to life?

BOOK A DISCOVERY CALL

 TABLE OF
CONTENTS

4 ACCOUNTS PAYABLE/
ACCOUNTS RECEIVABLE

9 FINANCE

14 SALES

19 INVENTORY

23 PURCHASING
 ACCOUNTS PAYABLE/
ACCOUNTS RECEIVABLE
These 8 AP/AR reports cover all the necessary functions you need to track for all business
assets and expenditures, historical and current.

Accounts Payable Detail by Accounts Payable Detail by Accounts Payable Summary by Accounts Payable Summary by
Company (Current) Company (Historical) Company (Current) Company (Historical)

Accounts Receivable Detail by Accounts Receivable Detail by Accounts Receivable Summary Accounts Receivable Summary
Company (Current) Company (Historical) by Company (Current) by Company (Historical)
 5

ACCOUNTS PAYABLE DETAIL

BY COMPANY (CURRENT)

CATEGORY: PAYABLES
DESCRIPTION: Shows all outstanding
purchase documents based on when the report
is run. All documents are grouped by vendor,
and data for each Business Central company is
displayed across sheets in the workbook.
Purchasing
Inventory
Sales
Finance

ACCOUNTS PAYABLE DETAIL

BY COMPANY (HISTORICAL)
Accounts Payable/Accounts Receivable

CATEGORY: PAYABLES
DESCRIPTION: Shows all outstanding
purchase documents based on date filters set by
the user. All documents are grouped by vendor,
and data for each Business Central company is
displayed across sheets in the workbook.
 6

ACCOUNTS PAYABLE
SUMMARY BY COMPANY
(CURRENT)

CATEGORY: PAYABLES
DESCRIPTION: Shows all outstanding
balances by vendor based on when the report is
run. Data for each Business Central company is
displayed across sheets in the workbook.
Purchasing
Inventory
Sales

ACCOUNTS PAYABLE
Finance

SUMMARY BY COMPANY
(HISTORICAL)
Accounts Payable/Accounts Receivable

CATEGORY: PAYABLES
DESCRIPTION: Shows all outstanding
balances by vendor based on date filters set
by the user. Data for each Business Central
company is displayed across sheets in the
workbook.
 7

ACCOUNTS RECEIVABLE
DETAIL BY COMPANY
(CURRENT)

CATEGORY: RECEIVABLES
DESCRIPTION: Shows all outstanding sales
documents based on when the report is run. All
documents are grouped by customer, and data
for each Business Central company is displayed
across sheets in the workbook.
Purchasing
Inventory
Sales

ACCOUNTS RECEIVABLE
Finance

DETAIL BY COMPANY
(HISTORICAL)
Accounts Payable/Accounts Receivable

CATEGORY: RECEIVABLES
DESCRIPTION: Shows all outstanding sales
documents based on date filters set by the
user. All documents are grouped by customer,
and data for each Business Central company is
displayed across sheets in the workbook.
 8

ACCOUNTS RECEIVABLE
SUMMARY BY COMPANY
(CURRENT)

CATEGORY: RECEIVABLES
DESCRIPTION: Shows all outstanding
balances by customer based on when the report
is run. Data for each Business Central company
is displayed across sheets in the workbook.
Purchasing
Inventory
Sales

ACCOUNTS RECEIVABLE
Finance

SUMMARY BY COMPANY
(HISTORICAL)
Accounts Payable/Accounts Receivable

CATEGORY: RECEIVABLES
DESCRIPTION: Shows all outstanding
balances by customer based on date filters
set by the user. Data for each Business Central
company is displayed across sheets in the
workbook.
 FINANCE
These 6 finance reports cover all the relevant ledgers, statements, balances,
and transaction details you need to track regularly.

Income Statement Income Statement by Global

Balance Sheet by Company GL Transaction Detail
by Company Dimension

Income Statement by Month Trial Balance

 10

BALANCE SHEET BY
COMPANY

CATEGORY: FINANCE
DESCRIPTION: Shows all account
categories associated with Balance Sheet
accounts and groups each related account
underneath the Account Category. Data for
each Business Central company is displayed
across columns in the workbook, with the
ending balance for each account and company
shown.
Purchasing
Inventory

GL TRANSACTION
DETAIL
Sales
Finance

CATEGORY: FINANCE
DESCRIPTION: Shows all transactions
included in the range of GL accounts and the
Accounts Payable/Accounts Receivable

date range that the user selects. Includes

transaction details such as the number and
name of the GL account, posting date of the
transaction, the Global Dimensions associated
with the transaction, and the amount, among
other details.
 11

INCOME STATEMENT
BY COMPANY

CATEGORY: FINANCE
DESCRIPTION: Shows all account
categories associated with the Income
Statement and groups each related account
underneath the Account Category. Data for
each Business Central company is displayed
across columns in the workbook, with the net
change for each account and company shown.
Purchasing
Inventory

INCOME STATEMENT BY
GLOBAL DIMENSION
Sales
Finance

CATEGORY: FINANCE
DESCRIPTION: Shows all account
categories associated with the Income
Accounts Payable/Accounts Receivable

Statement and groups each related account

underneath the Account Category. Data for
each Global Dimension 1 code is displayed
across columns in the workbook, with the net
change for each account and Global Dimension
1 code shown.
 12

INCOME STATEMENT
BY MONTH

CATEGORY: FINANCE
DESCRIPTION: Shows all account
categories associated with the Income
Statement and groups each related account
underneath the Account Category. Data for
each month in the user-defined date range is
displayed across columns in the workbook, with
the net change for each account and month
shown.
Purchasing
Inventory

TRIAL
Sales

BALANCE
Finance

CATEGORY: FINANCE
DESCRIPTION: Shows a list of all posting
accounts from the general ledger along with
Accounts Payable/Accounts Receivable

the name, Account Category, and Account

Subcategory for each account. The user is
shown the balance for each account based
on the date filter specified by the user when
running the report.
GET LIGHTNING-FAST CLOUD
REPORTING AND ANALYTICS
FOR BUSINESS CENTRAL
Cosmos is the first true cloud reporting, analytics, and data management system built for Business Central.
It provides instant access to the insights, trends, and visualizations you need, NOW - without the $$$$$
investment in additional hardware and knowledge of complex data structures.

Did you know that Cosmos reports run an average of 48x faster than other Excel-based reporting
solutions? See for yourself by booking a discovery call and tailored demo below.

BOOK A DISCOVERY CALL

 SALES
These 8 reports give you excellent insight into your sales cycle, so you can
optimize and customize your sales processes based on exact sales results.

Customer Sales Customer Sales Customer Sales Monthly Sales

by Month by Year Comparison by Salesperson

Open Sales Order Quarterly Sales Sales By Salesperson Item Sales

Summary by Salesperson Summary Comparison
 15

CUSTOMER SALES
BY MONTH

CATEGORY: SALES
DESCRIPTION: Shows all customers that
have had sales for the year that the user selects,
along with months going across columns. The
user is shown the total sales for each customer
for each month in the body of the report.
Purchasing
Inventory

CUSTOMER SALES
Sales

BY YEAR
Finance

CATEGORY: SALES
DESCRIPTION: Shows all customers that
Accounts Payable/Accounts Receivable

have had sales for the year range that the

user selects, along with years going across
columns. The user is shown the total sales for
each customer for each year in the body of the
report.
 16

CUSTOMER SALES
COMPARISON

CATEGORY: SALES
DESCRIPTION: Shows all customers that
have had sales for the year range that the user
selects. Also included are the preceding year’s
sales numbers and a year-over-year change in
both amount and percent.
Purchasing
Inventory

MONTHLY SALES BY
Sales

SALESPERSON
Finance

CATEGORY: SALES
DESCRIPTION: Shows each salesperson
that had sales in the date range the user
Accounts Payable/Accounts Receivable

specifies along with all customers associated

with each salesperson during the date range.
The user is shown months going across columns
along with the sales for each customer for each
month in the body of the report.
 17

OPEN SALES ORDER

SUMMARY

CATEGORY: SALES
DESCRIPTION: Shows all outstanding
sales orders grouped by salesperson. For each
order the user is shown the order number,
customer, number of lines, original order
amount, and the outstanding order amount.
Purchasing
Inventory

QUARTERLY SALES BY
Sales

SALESPERSON
Finance

CATEGORY: SALES
DESCRIPTION: Shows each salesperson
that had sales in the date range the user
Accounts Payable/Accounts Receivable

specifies along with all customers associated

with each salesperson during the date range.
The user is shown quarters going across
columns along with the sales for each customer
for each quarter in the body of the report.
 18

SALES BY SALESPERSON
SUMMARY

CATEGORY: SALES
DESCRIPTION: Shows each salesperson
that had sales in the date range the user
specifies along with all customers associated
with each salesperson during the date range.
The user is shown details for each customer
along with sales for the period in the body of
the report.
Purchasing
Inventory
Sales

ITEM SALES
COMPARISON
Finance

CATEGORY: SALES
DESCRIPTION: Shows all items sold in the
Accounts Payable/Accounts Receivable

year range that the user specifies, along with

each year listed out in columns. The user is
also shown the year-over-year change for both
amount and percent.
 INVENTORY
These 6 reports cover the essential information and insight you need to efficiently
manage your inventory levels, wherever you have stock.

Inventory Valuation Inventory Valuation Inventory Valuation Inventory Quantity on

by Item Category by Location Summary Hand by Item Category

Inventory Quantity on Item Quantity on

Hand by Location Hand Summary
 20

INVENTORY VALUATION BY
ITEM CATEGORY

CATEGORY: INVENTORY
DESCRIPTION: Shows all item categories
along with the items associated with each item
category. The user is shown the quantity on
hand, ending value, and average unit cost for
each item.
Purchasing
Inventory

INVENTORY VALUATION BY
Sales

LOCATION
Finance

CATEGORY: INVENTORY
DESCRIPTION: Shows all inventory
Accounts Payable/Accounts Receivable

locations along with the items associated with

each location. The user is shown the quantity
on hand, ending value, and average unit cost
for each item.
 21

INVENTORY VALUATION
SUMMARY

CATEGORY: INVENTORY
DESCRIPTION: Shows all items in Business
Central. The user is shown the quantity on
hand, ending value, and average unit cost for
each item.
Purchasing
Inventory

INVENTORY QUANTITY ON
Sales

HAND BY ITEM CATEGORY

Finance

CATEGORY: INVENTORY
DESCRIPTION: Shows all item categories
Accounts Payable/Accounts Receivable

along with the items associated with each item

category. The user is shown the beginning
quantity, net change, and ending quantity for
each item based on the date range the user
specifies for the report.
 22

INVENTORY QUANTITY ON
HAND BY LOCATION

CATEGORY: INVENTORY
DESCRIPTION: Shows all inventory
locations along with the items associated with
each location. The user is shown the beginning
quantity, net change, and ending quantity for
each item based on the date range the user
specifies for the report.
Purchasing
Inventory

ITEM QUANTITY ON HAND

Sales

SUMMARY
Finance

CATEGORY: INVENTORY
DESCRIPTION: Shows all items in Business
Accounts Payable/Accounts Receivable

Central. The user is shown the beginning

quantity, net change, and ending quantity for
each item based on the date range the user
specifies for the report.
 PURCHASING
These 2 purchasing reports help you track your monthly and annual vendor purchases,
so you can identify trends and find ways to refine your purchasing and procurement.

Vendor Purchases by Month Vendor Purchases by Year

 24

VENDOR PURCHASES
BY MONTH

CATEGORY: PURCHASING
DESCRIPTION: Shows all vendors that have
had purchases for the year that the user selects,
along with months going across columns. The
user is shown the total purchases for each
vendor for each month in the body of the report.
Purchasing
Inventory

VENDOR PURCHASES
Sales

BY YEAR
Finance

CATEGORY: PURCHASING
DESCRIPTION: Shows all vendors that
Accounts Payable/Accounts Receivable

have had purchases for the year range that

the user selects, along with years going
across columns. The user is shown the total
purchases for each vendor for each year in the
body of the report.
ABOUT COSMOS
DATA TECHNOLOGIES
Cosmos Data Technologies is a true cloud reporting and analytics solution for
Business Central designed with users in mind. As your one-stop reporting shop,
Cosmos is:

• Intuitive and easy-to-use

• A single, unified platform to manage data, reports, and dashboards
• Limitless, simultaneous reporting
• Built in the Microsoft Azure cloud
• Seamlessly integrated within your existing Microsoft environment

Get reporting that goes beyond what is currently offered by other third-party
providers with the Cosmos of all solutions — an orderly, harmonious systematic
universe where all your Business Central data is stored, managed, and delivered.
Learn more at www.cosmosdatatech.com.

www.cosmosdatatech.com