Reporting & Business Intelligence

When management reports depend on repeated spreadsheet adjustments, the source data and report definitions need attention together. SNCO Consulting Sdn Bhd configures Business Central reporting workflows and Power BI dashboards around the information your finance team has approved.

Products within this category

Business Central financial reports

Financial and management-report definitions, account and dimension mappings, and reconciliation workflows for an existing or agreed Business Central environment.

Power BI

Dashboards and reporting views based on approved measures and data sources, with access and refresh responsibilities documented.

This category focuses on reporting design and configuration. A wider ERP rollout, migration or extension is covered under Business Central Implementation & Extensions.

How we can help

• Configure charts of accounts, dimensions, posting groups and report definitions.
• Build agreed financial and management-report layouts and dashboards.
• Configure reconciliation workflows between subledgers, bank data and the general ledger.
• Set up approved recurring journal, allocation and reporting processes.
• Test outputs with finance stakeholders and document the data sources, calculations and access responsibilities.

Make each report explainable

Agree the accounts, dimensions, calculations, refresh frequency and source for each measure. Outputs may include profit and loss views, balance sheet summaries, cash-flow monitoring and departmental, project or group reporting within the selected configuration. Access permissions and changes to report definitions should be controlled. The finance team reviews reconciling items and approves the reporting treatment.

SST extracts and MyInvois reconciliation can be included where required; the related SAC applications have their own scope. Reporting automation does not replace the organisation’s accounting review or determine its tax position.

Choose the reporting layer deliberately

Business Central financial reports and Power BI dashboards serve different reporting needs. Agree which output is appropriate, the source records, account and dimension mappings, calculation definitions and refresh requirements. Reconcile representative outputs to the underlying records and document any exclusions before users rely on a dashboard.

How the work is organised

We review the reporting cycle, current layouts, data condition and required outputs. The design records the reporting structure, calculations and reconciliation controls. Test reports are compared with expected results before the first live cycle, with handover and support responsibilities agreed.

Scope and responsibilities

This is technology configuration and reporting automation. Accounting policies, financial-statement judgements, tax positions and audit opinions remain with the organisation and its qualified advisers. Configuration alone does not establish MFRS or MPERS compliance. Licensing, source-data quality and agreed scope affect the available solution.

Discuss your requirements

Discuss your reporting requirements with sample reports, your chart of accounts, current Business Central environment and the manual steps you want to review.

Further guidance

Microsoft explains financial reports in Business Central. Related services include Business Central implementation and process automation. Microsoft, Dynamics 365 Business Central and Power BI are Microsoft group trademarks.

Scope and ownership

Read our technology implementation scope and responsibilities and controls before discussing requirements, access decisions, testing and acceptance.