Send Reports and Documents To:

Another great feature of Business Central is that you can send your documents to different formats. So reports and documents cannot only be printed but also sent or opened in different formats.

Let’s take randomly a report, for instance, the customer sales list. So depending on the report, you get a number of possibilities in terms of filtering and saving and so on.

At the bottom you will have an option to Print and Print Preview. But you can also choose Send To. That means that the content of this report will be sent to a specific format, for instance, PDF or Word or Excel.

You can even schedule when that report will be run and to which format it will be sent.

So if you click on the Schedule then you see that a specific report will be sent to a specific output. You can send that to a specific printer and you can ask to do that within a time interval.

Financial Statements in NAV 2017

Most commonly used financial statements are available upon your first login to Microsoft Dynamics NAV 2017.

When you sign in to your Microsoft Dynamics NAV 2017 account (or open the Role Tailored Client), you can now run your financial statements in a matter of moments. In the following example we are using the Business Manager user profile.

From Home, select the actions tab in the upper left corner, and then choose Financial Statements.

Choose the financial statement you wish to view. You will have a choice of the 4 most commonly used statements:

  • Balance Sheet
  • Income Statement
  • Statement of Cash Flow
  • Statement of Retained Earnings

For Example, let us take Balance Sheet:

Specify date, or date range, you wish to report on and then select Preview.

And just like that, you are now viewing financial statements in Microsoft Dynamics NAV 2017!