Financial Reports (account schedules) are the report writer for the general ledger. Rows you define, columns you define, run for any period and dimension.
Tell Me: Financial Reports. A report is a row definition (which accounts, totals, formulas, in what order: your P&L layout) and a column definition (actual, budget, variance, this year, last year, by month). Microsoft ships several; copy one and edit. Rows can be account ranges, totalling rows, formulas between rows (gross margin %) and dimension-filtered rows. Run it with a date filter and dimension filters; drill from any figure to the entries; export to Excel with formulas intact; and from version 29 run several together into one PDF.
Build the board pack here, not in Excel from a trial balance. The Power BI post is the next step for the dashboard; the numbers should agree with this.
