Welcome to our latest updates!

This is a technical release across all Business Central Insights apps, focused on upgrading the underlying Power BI report format.

Technical Update

All Business Central Insights apps have been upgraded to Microsoft's new Power BI enhanced report format (PBIR).

PBIR replaces the legacy Power BI report definition format with a more structured format where report pages, visuals, bookmarks, and other report components are stored as separate JSON definitions.

This change provides a stronger foundation for ongoing development and maintenance of the Business Central Insights apps, including improved change tracking, source control, and management of report changes.

This release is focused on the underlying report technology and does not introduce new user-facing reporting features.

Microsoft has indicated that PBIR will become the only supported Power BI report format once it reaches General Availability.

More information: https://learn.microsoft.com/en-au/power-bi/developer/projects/projects-report?tabs=v2%2Cdesktop

This release adds back-dated aging to Accounts Receivable Insights and Accounts Payable Insights. The new reports show what was owed as at any date you choose, not just as at today, by rebuilding the ledger from detailed entries and excluding everything posted after the selected date.

Accounts Receivable Insights

New report: Receivables Aging (Back Dating). Customer balances aged as at any historical date, with configurable Aged As Of, Aging by (Due Date, Posting Date, Document Date), Period Length, Period Count, Aging Starts, and Aging Inclusion options. Use it to reproduce an aged trial balance for a closed period or reconcile the customer sub-ledger at a past month-end. Learn more at https://businesscentralinsights.com/receivables-aging-back-dating

Accounts Payable Insights

New report: Payables Aging (Back Dating). The supplier-side equivalent, with the same features and filters applied to vendor ledger entries.

New App: Warehouse Insights

Release Highlights

We're excited to introduce Warehouse Insights, a new Power BI app for Microsoft Dynamics 365 Business Central. It turns your standard Business Central warehouse data — principally the Warehouse Entry and Bin Content tables — into operational analytics covering throughput, occupancy, capacity, replenishment, and slotting.

Warehouse Insights works across the full range of BC warehouse setups, from basic order-by-order picks and put-aways through to fully directed put-away and pick (WMS) locations using zones, bin types, bin ranking, and bin capacity (weight/cubage). It models the three ways BC records picks and put-aways — Warehouse, Inventory, and Implicit — so counts stay correct however your locations are configured.

Purpose-built analytical pages

• Bin Replenishment — classifies every pick bin as Empty, Below Min, Within Min-Max, or Above Max, and quantifies the stock to move to restore the range.
• Capacity Utilization — weight and cubage utilization against defined bin capacities, with capped gauges and uncapped detail to expose genuine overflow.
• Warehouse Velocity Heatmap — colour-coded fast-vs-slow-mover map to drive slotting and layout decisions against bin ranking.
• ABC Item Classification — ABC (70/25/5) analysis by pick lines, put-away lines, quantity, or cubage/weight balance, with a cumulative-% curve.
• Warehouse Entries — transaction-level detail and drill-through, reconciling every KPI back to its source warehouse entries.

Self-service exploration pages

• Warehouse Table — build any measure by any dimension on the fly (select measures / select rows).
• Warehouse Cube — cross-tab any measure across two dimensions (adds select columns).
• Warehouse by Period — trend any measure over time, with full fiscal-calendar support.
• Warehouse over Comparison Period — compare the current period against a prior period or the same period last year.

Available now on Microsoft AppSource.

This release introduces significant cross-app improvements to UOM conversion, Reporting Currency, and period-over-period variance reporting, making these capabilities available in every Cube and Table report without requiring dedicated pages. Several legacy pages have been retired as a result. The release also removes the Q&A visual from all apps following Microsoft's deprecation announcement, renames the Connector app to align with Microsoft standards, and delivers targeted enhancements across Sales, Purchasing, Inventory, Finance, Accounts Receivable, Projects, and Manufacturing.

Breaking changes

• Connector app renamed to align with Microsoft naming recommendations and standards:
  Power BI Insights Connector → Insights Connector for Power BI. This does not introduce any breaking changes. Everything will continue working as it does today, with only the app name changing. Please update any references or bookmarks accordingly.
• Q&A reports removed from all apps. Microsoft has announced the deprecation of the Power BI Q&A visual. As a result, all Q&A-based report pages have been removed across every app. For details, see Microsoft's deprecation notice. These Q&A capabilities will be replaced by Copilot functionality to provide a more advanced and AI-driven experience. More information about Copilot is available here.
• Pages removed due to UOM conversion improvements. These are fully replaced by the standard Cube reports, which now include all UOM-specific measures:
  Inventory by Unit of Measure → Use Inventory Cube
  Item Sales by Unit of Measure → Use Item Sales Cube
• Pages removed due to Reporting Currency improvements. Reporting Currency is now available directly within every Cube and table report via measure selection:
  Sales by Currency, Item Sales by Currency, Purchases by Currency, Item Purchases by Currency
  Inventory by Currency, G/L by Currency, Receivables by Currency, Payables by Currency

Enhancements

• UOM conversion improvements Unit of Measure (UOM) conversion fields have been added to measure selections. Up to 6 different Units of Measure are now available for any selected metric. All UOM-specific measures are now accessible in any Cube or Table page, making dedicated UOM pages redundant (see Breaking Changes above). Learn more at https://businesscentralinsights.com/uom-setup
• Reporting Currency improvements Reporting currencies and multiple exchange rate calculation options have been added to measure selection and are now available in every Cube and Table report. This eliminates the need for dedicated currency pages (see Breaking Changes above). Learn more at https://businesscentralinsights.com/multi-currency
• Period over Comparison Period improvements Variance (period over comparison period) metrics have been improved to always return a value, even when data is missing for one of the periods. Pre-saved bookmarks have been added to these reports, including quick-access views such as customer cliff reports (customers where revenue has dropped significantly).
• Budget variance improvements Budget variance reports now always return a value, even when no budget has been defined for the selected period.
• "Exclude from Power BI" filter for Budgets Added an Exclude from Power BI toggle field to Sales Budgets, Purchase Budgets, and G/L Budgets. This allows administrators to mark specific budgets as excluded, so only relevant budgets are imported into Power BI reports.
• Text extension fields for Items Added support for 12 Text extension fields on the Item table across the Sales, Purchasing, Inventory, and Manufacturing apps. This allows custom item data from Business Central table extensions to be exposed in Power BI without bespoke development. Learn more at businesscentralinsights.com/table-extensions

Bug fix

• Power BI data refresh warnings resolved. Fixed warnings appearing during Power BI data refresh related to data sorting, such as: "Cannot order A by B because at least one value in A has multiple distinct values in B."

App updates

Sales Insights

• Customer and item cliff bookmarks. Pre-saved bookmarks have been added to the Item Sales over Comparison Period report to highlight customers or items where revenue has dropped by more than 20% compared to the prior period. These bookmarks allow quick identification of at-risk customers and declining products.
• Delivery Cube report improvements. Added Shipped Quantity in multiple Units of Measure to the Delivery Cube. A new Delivery Base Date filter has also been added, enabling analysis by a chosen date field — for example, filtering by Requested Delivery Date rather than the actual shipment posting date.
• Sales Line text extension fields. Added 8 text extension fields to the Sales Line table, making it possible to surface custom sales line data from Business Central in Power BI reports.

Purchasing Insights

• New report: Expected Cost Variance. This new report compares the actual invoiced cost of purchased items against the expected cost recorded at the time of receipt. It highlights variances and deviation percentages, helping procurement and finance teams identify where final supplier invoices deviated from initial purchase estimates.
• On Time Receipt. A new metric has been added to the On Time Receipt report: Purch. Order Lines (Completely Received). This shows purchase order lines where all ordered quantities have been fully received, providing a cleaner view of completed receipts.
• On Time Receipt performance fix. Resolved a performance issue that caused slow loading on the On Time Receipt report.

Inventory Insights

• New report: BOM Structure. Displays the full Bill of Materials (BOM) structure up to 6 levels deep, giving a clear view of component hierarchies. BOM level filters (Level 1–6) are also included, allowing users to filter inventory, availability, and other data to show only items that are part of a specific BOM — for example, to check the availability of all components within a production BOM.
• New report: Transfer Overview. Provides a summary of inventory quantities and values transferred between locations. Rows represent the source (from) location and columns represent the destination (to) location, with an option to view transfers over time. Useful for tracking inter-warehouse movements and understanding stock flow.
• Order Type field added. The Order Type field has been added to the Inventory app, enabling analysis and filtering of inventory transactions by their originating order type.
• New average unit cost measures. Added Invoiced Avg. Unit Cost and Invoiced & Expected Avg. Unit Cost measures, calculated by dividing the total inventory value by the total inventory quantity. These provide a dynamic average cost that reflects the actual cost per unit held in stock.

Finance Insights

• Financial Reporting Row No. and Description together. Added a combined Fin. Report Description & Row No. field option, allowing users to display both the row description and row number simultaneously in financial reports.
• Source Currency analysis. Added Source Currency Amount and Source Currency Code fields to the G/L Entries table. This enables analysis of G/L transactions in the original document currency — for example, identifying the original EUR or USD amounts on entries that have been posted in a multi-currency environment.
• Document Date dimension. Added Document Date as a dimension table, available in field selections across reports. Users can now display data by Document Date month, year, week, or other period breakdowns.
• G/L Account Row Level Security (RLS) role. A new RLS role has been added to the Finance app that filters data by G/L Account. This allows administrators to restrict access so that specific users can only see entries related to certain G/L Accounts — for example, preventing non-finance users from viewing payroll accounts. Learn more at businesscentralinsights.com/rls
• Dimension extension fields for Dimensions 2–4. Dimension extension fields are now available for Global Dimensions 2, 3, and 4 (in addition to Dimension 1, which was previously supported). This enables custom dimension attributes to be surfaced in Power BI reports for deeper dimensional analysis.

Accounts Receivable Insights

• Ship-to address fields added. The following Ship-to address fields have been added to the Accounts Receivable app: Country/Region, County, City, and Name. These fields allow receivables analysis to be broken down by the delivery address associated with each sales document.

Projects Insights

• Item Categories and hierarchies. Item Categories (including multi-level hierarchies) have been added to the Projects app, enabling project cost and revenue analysis to be broken down by item category — consistent with how item categories work in other apps such as Sales and Purchasing.
• Purchase Order No. in Project Ledger Entries. Added Purch. Order No. to Project Ledger Entries — available in cubes and as a filter. This makes it possible to trace project costs back to the originating purchase order and supports cross-app analysis between Projects and Purchasing.

Manufacturing Insights

• Production Order Line text extension fields. Added 4 text extension fields to the Production Order Line table. These fields are particularly useful for mapping Sales Order numbers or other identifiers to production order lines, supporting traceability between sales demand and manufacturing output.

Release Highlights

This release expands multi-language support, enhances dimensional analytics including default dimensions and table extensions, and introduces new measures across Sales, Inventory, and Finance Insights. The update strengthens reporting flexibility for multi-entity organisations and improves operational and financial performance analysis.

Enhancements

• Multi-Language Expansion: All Business Central Insights apps are now available in German, French, Spanish, Danish, and Icelandic. This enables global rollouts with fully localised report labels and improved usability for international teams. More information: https://businesscentralinsights.com/multi-language
• Dimension Table Extensions (All Apps): Business Central Insights now supports Dimension Table Extensions across all apps. Additional standard and custom fields can be exposed directly in datasets and reports without bespoke development. This includes support for MEM custom fields originating from the Entity Setup (Dimension Value) table, enabling reporting on entity attributes, classifications, and metadata alongside operational and financial data. More information: https://businesscentralinsights.com/table-extensions#dimension-table-extension-setup

App Updates

Sales Insights

• Added support for Bill-to Customer Default Dimension to improve dimensional accuracy in customer analysis.
• Added Bill-to / Sell-to Customer Row-Level Security (RLS) roles to strengthen controlled data access. Learn more here: https://businesscentralinsights.com/rls
• Added new time intelligence measures to Item Sales Reports: MTD, FYTD, Full FY.
• Added new measures: Customer Lifetime (Days), Customer Lifetime (Months), No. of Invoiced Days, ABC Customer Classification.

Inventory Insights

• Added Shipped Qty. (Base) with automatic conversion to alternative Units of Measure.
• Added new KPI: % of SKUs Meeting Safety Stock to support proactive inventory planning.
• Bug Fix: Corrected Sales Order Fulfilment calculations when analysing by different dates (e.g., Planned Shipment Date).

Finance Insights

• Cash Flow Forecast Accounts are now supported in Financial Reporting, allowing creation and analysis of custom Cash Flow Forecasts and integration into existing financial reports. More information: https://businesscentralinsights.com/financial-reporting
• Added new Financial Report measures: MTD, PYMTD, MOPYMTD, MOPYMTD %, FYOYTD, FYOYTD %.
• Added monthly columns: Net Change (LCY) Jan – Dec and Budget (LCY) Jan – Dec.
• Dynamic Budgets Attributes: Finance Insights fully supports Dynamic Budgets Attributes by Dynamic Budgets. This allows advanced budget vs. actual analysis by defined attributes and more granular financial insights. More information: https://businesscentralinsights.com/budget-attributes-setup
• Trial Balance: Added column selection to the Trial Balance report. Default view set by Company to improve multi-entity usability.

Release Highlights

This release introduces significant enhancements to dimensional analytics, improved filtering and time intelligence, and multiple app-specific improvements across Sales, Purchasing, Inventory, Finance, Projects, and Service. Several legacy pages and parameter tables have been retired and replaced with improved Cube-based and unified parameter models.

Breaking Changes

• Removed "By Item Attribute" pages from all apps → Replaced by Cube-based reports. All 16 Item Attribute fields are now available in standard Cube reports.
• Removed "By Dimension Cube" pages from all apps → Fully replaced by Cube-based reports.
• Finance Insights – Removed tables: Balance Sheet Field Parameter, Balance Sheet Field Parameter 2, Balance Sheet Measure Parameter → Replaced by G/L Field Parameter, G/L Measure Parameter
• Service Insights – Removed Service Order Field Parameter table → Replaced by Service Field Parameter.

Enhancements

• Advanced Analysis by Business Central Dimensions: Dimensional analytics have been significantly expanded with advanced support for both transaction and default dimensions. Key improvements include:

  • Support for dimension hierarchies with structured roll-ups; Total dimensions for custom groupings;
  • Extended dimension fields for deeper insights
  • Consistent historical reporting
  • Optimized performance for Power BI models
    Learn more here.

• Improved Date Intelligence: New columns have been added to the Date table to simplify common reporting scenarios:

  • Up to End of Last Month: Shows data up to the last fully completed month.
  • Last 12 Months: Rolling 12-month period up to today.
  • Last 12M (Month End): Last 12 full months, ending at the most recent month-end.
  • Last 12M (Accounting Period End): Last 12 months ending at the latest closed accounting period.

App Updates

Sales Insights

• Added new measures: PY, YOY, YOY % for Sales (LCY) Posted & Outstanding; Quantity Budget Variance Posted & Outstd.
• Added 4 additional text extension fields to the Customer table. Learn more here.

Purchasing Insights

• Added Dimension 1 Extension fields to support Multi-Entity Management (MEM)
• Added Pay-to Vendor and Buy-from Vendor Row-Level Security (RLS) roles. Learn more here. Added option to assign Vendor Permissions as a filter, enabling exclusions using not equal logic. Example: <>V0001&<>V0002&<>V0003

Inventory Insights

• Improved Item Availability logic using the Requisition Line table → Supports Planning Worksheet and Requisition Worksheet with Action Message = New
• Added Lot No. Information table with extension support: Up to 8 text fields, 2 decimal fields, 2 date fields
• Added Tariff No. field to the Item table
• Added 4 additional text extension fields to the Item table
• Added Purch. Doc. (Item Filter) → Filter items based on their presence in purchase documents. Example: Filter by Purchase Order No. to show only items on that order
• Inventory Activity Aging: New option to age inventory based on Sales & Consumption

Finance Insights

• Improved Closing Entry filtering in G/L Entries. Added "Close Income Stmt. Source Code" field in Insights Setup. Enables marking Closing Entries based on Source Code
• Added new Budget measures: Budget (LCY) Full FY; Budget (LCY) Remaining FY; Actuals & Budget (LCY); Actuals & Budget (LCY) Full FY
• Added Net Change (ACY) support for Additional Reporting Currency to Financial Reporting

Accounts Payable Insights

• Added Pay-to Vendor Row-Level Security (RLS) role

Projects Insights

• Added dimensions from Job Tasks to Job Planning Lines → Enables full dimensional analysis of project planning data

Service Insights

• Optimized APIs and semantic model to significantly improve data refresh performance
• Added Salesperson dimension for analyzing Service Management data by Salesperson

Enhancements:

• New Budget Display Filter: Added a Budget Display filter to Sales, Purchasing, Inventory, Finance, and Projects Insights reports. This filter determines how budgets and budget variance fields are displayed (based on date). Available options:

  • All Budgets (Default) – Shows all budgets without date limits.
  • Up to Today (Last Refresh) – Shows budgets up to the most recent data refresh date.
  • Until Month-End – Shows budgets until the last day of the current month.
  • Up to Last Transaction – Shows budgets up to the most recent transaction date.
    Find more information here.

• Improved Multi-Currency Logic: Enhanced Reporting Currency Monthly Average Exchange Rate conversions. Future months are now calculated based on the latest available exchange rate. Find more information here.

Sales Insights:

• Added Name 2, E-Mail, Phone No., and IC Partner Code to Bill-to / Sell-to Customer tables.
• Added new measures to the Sales Cube:
  • Bill-to / Sell-to Credit Limit (LCY)
  • Budget (LCY) Full FY
  • Budget (LCY) Remaining FY
  • Budget (LCY) Remaining FY %
• Added new measures to support analysis in original currency (removes the impact of currency fluctuations):
  • Avg. Item Sales Price (CY)
  • Item Sales (CY)
  • Sales (CY)

Purchasing Insights:

• Added new measures to support analysis in original currency (removes the impact of currency fluctuations):
  • Item Cost Amount (CY)
  • Item Cost Amount (CY) Expected
  • Avg. Item Cost Amount (CY)
  • Item Cost Amount (CY) Invd. & Expd.
  • Item Cost Amount (LCY) Invd. & Expd.
  • Item Cost Amount (ACY) Invd. & Expd.
  • Avg. Item Cost Amount (CY) Invd. & Expd.
  • Avg. Item Cost Amount (LCY) Invd. & Expd.
  • Avg. Item Cost Amount (ACY) Invd. & Expd.
  • Item Purchases (CY) Expected
  • Item Purchases (CY) Invd. & Expd.
  • Avg. Item Purchase Price (LCY) Invd. & Expd.
  • Avg. Item Purchase Price (CY) Invd. & Expd.
• Breaking Changes: Renamed measures for consistency:
  • Cost Amount Actual (ACY) > Item Cost Amount (ACY)
  • Cost Amount Expected (ACY) > Item Cost Amount (ACY) Expected
  • Avg. Item Cost Amount Actual (ACY) > Avg. Item Cost Amount (ACY)
  • Cost Amount Actual (LCY) > Item Cost Amount (LCY)
  • Cost Amount Expected (LCY) > Item Cost Amount (LCY) Expected
  • Avg. Item Cost Amount Actual (LCY) > Avg. Item Cost Amount (LCY)
  • Deleted column Purchase (CY) from Vendor Ledger Entry table (added as a measure instead).

Finance Insights:

• Financial Reporting
  • Optimised performance of Financial Reporting measures.
  • Added support for Statistical Accounts (e.g. employees, units sold) to calculate non-financial KPIs.
  • Added support for ratio calculations (e.g. profit margin %, revenue per employee, revenue per case).
  • Added support for Dimension 3 and Dimension 4 filters in row definitions.
  • Added new Financial Reporting measures: Debit Amount (LCY), Credit Amount (LCY), Budget (LCY) Full FY, Budget (LCY) Remaining FY, Totaling, Row No.
  • Added new fields to "Select Rows": Customer, Vendor, IC Partner.
  • Added support to analyse Financial Reports in Excel.
  • Please review the updated tutorial and video here.
• Other Enhancements
  • Added IC Partner Code to facilitate intercompany eliminations.
  • Added Description field to Finance Legacy Data. Find more information here.
  • Added G/L Acc. Text Field 1..4 extensions to P&L Statement.
  • Added Name 2, E-Mail, Phone No., and IC Partner Code to Customer table.
• Breaking Changes
  • Deleted Legacy Data table. Data is now included as a column in the G/L Entry table.
  • Renamed Budget Last Date table to Budget Display.
  • Renamed Entire FY to Full FY.

Accounts Receivable Insights / Accounts Payable Insights:

• Added Date Filter to allow filtering data by:
  • Posting Date (default)
  • Document Date
  • Due Date

Breaking Changes:

• Jobs Insights has been renamed to Projects Insights, which includes a full rename of the semantic model with all tables, fields, and measures. This change impacts several apps, including Sales Insights, Purchasing Insights, Inventory Insights, Accounts Receivable Insights, Cash Flow Insights, and Service Insights. Due to the new app name, the app cannot be upgraded by simply overwriting the old version; instead, a new copy of the app must be installed. To make the transition easier, you can book a free session with us for assistance with the upgrade.

Enhancements:

• Drill-through is now enabled when analyzing data in Excel. You can double-click any cell to open a new sheet showing the detailed underlying records. This gives complete transparency and access to the most detailed level of your data, directly in Excel. If you find a measure that does not support drill-through, please let us know. Please find the tutorial and walkthrough video here.

App Updates:

Sales Insights:

• Added Shipping Advice (Partial/Complete) field to the Sales Line table.
• Added new measures: Sales (LCY) Full PYM and Sales (LCY) MTD vs. Full PYM.

Purchasing Insights:

• Added Cost per Unit field to the Item Purch. Value Entries page.
• Added % of Order Purchases measure to show the percentage of purchases originating from orders instead of invoices.

Inventory Insights:

• Sales Order Fulfillment report enhanced to include: Reserved Qty. on Sales Orders, Reserved Qty. on Inventory, and Available Quantities. More details here.
• Item Reservations are now included, covering both Reserved Requirements (Sales Orders, Project Orders, etc.) and Reserved Receipts.
• Created new page "Inventory by Location Cube", replacing: Variant Availability by Location, Lot No. Availability by Location, and Serial No. Availability by Location.
• Added Shipping Advice (Partial/Complete) field to the Sales Orders table.
• Added new measures: Outstd. Sales Order Cost (LCY) and Outstd. Purch. Order Amt. Excl VAT (LCY).

Finance Insights:

• Enabled Financial Reporting from Business Central in Power BI. Business Central Insights extends this by making row definitions available in Power BI, supporting interactive and dynamic financial statements across companies, periods, and dimensions. Find more details here.
• Cash Flow Statement is now supported by Financial Reporting functionality. More details here.

Accounts Payable Insights:

• Added Project information to display open balances by project or project manager.

Projects Insights:

• Added row selections to: Projects Table, Project Actuals vs. Budget, and Recognized G/L vs. Budget.

Manufacturing Insights:

• Enabled Ending Date filter on all manufacturing measures.
• Added row selection to the Actual vs. Expected Capacity report.
• Updated Actual Time Used calculation to align with the latest Business Central update.

Enhancements:

• Item Category Hierarchy: Introduced two additional hierarchy levels to Item Categories, enabling drill-down and analysis up to five levels deep. These enhancements have been applied across the Sales, Purchasing, Inventory, Service, and Manufacturing apps.
• AI-Ready Data: Enhanced and optimized the semantic models to better support Power BI Copilot. By providing richer context within the model, Copilot can more accurately interpret and return high-quality results.

Breaking Changes:

• Sales and Purchasing Insights: The introduction of new "Total Sales" and "Total Purchases" reports required the removal of some legacy tables, particularly those related to G/L Accounts and Resources.
  Deleted Tables in Sales Insights: Posted Sales G/L Account Line, G/L Account Sales Field Parameter, G/L Account Sales Measure Parameter, Resource Sales Field Parameter, Resource Sales Measure Parameter.
  Renamed Field: 'Value Entry Date Filter' → 'Sales Date Filter'.
  If you have custom reports that rely on these deleted tables, please book a support call and we will assist you with upgrading your reports free of charge.

Sales Insights:

• Added new "Total Sales" reports that combine posted and outstanding sales data at the document line level (including Items, Resources, G/L Accounts, and other line types). Learn more here.
• Introduced a new "Budget Variance Calculation" filter with two options: "Only where budget exists" and "Treat missing budget as zero". This enables variance analysis even when no budget is defined.
• Added fields: 'Journal Batch Name' to the Customer Ledger Entries table; 'Assigned User ID' to the Sales Header table.

Purchasing Insights:

• Added new "Total Purchases" reports that combine posted and outstanding purchase data at the document line level.
• Introduced a Date Filter for Item Purchases reports, allowing users to analyze invoiced item data by Posting Date (default), Order Date, or Valuation Date.
• New Report: "Standard Cost Variance". This report displays items using the Standard Costing method, including actual cost, standard cost, variance, and variance percentage, helping identify cost deviations and improve cost control.

Inventory Insights:

• New Report: "Order Fulfillment". Displays outstanding sales order quantities alongside available inventory per product.
• Inventory Aging Report Enhancements: Added aging groups: "121–180 days" and "181–365 days"; Included additional measures: Cost Amount (Expected) and Cost Amount (Invd. & Expd.).
• Added 'Overflow Level' field to the Item table.
• Added 'Inventory Consumption Turnover (Value)' metric to the Days of Inventory Consumption report
• Table Extensions: Added two text fields to the Stockkeeping Unit table. More info here.

Finance Insights:

• New Report: "Trial Balance". A foundational accounting report summarizing all G/L accounts with their debit, credit, and net balances over a selected period. Useful for validating that debits equal credits and ensuring the books are balanced.
• Added 'Journal Batch Name' field to the G/L Entries table.

Accounts Receivable Insights:

• Table Extensions: Added 8 text fields and 2 decimal fields to the Sales Invoice Header and Sales Credit Memo Header tables.
• Added the ability to calculate AR aging based on Document Date instead of Due Date. A new setup option, 'Use Document Date Instead of Due Date', is available in Insights Setup within the Power BI Insights Connector app.

Manufacturing Insights

• Added 'Cost Variance Type' field to the Value Entry table; 'Assigned User ID' field to the Production Order table.

Enhancements:

• Multi-Currency Reporting: We’ve extended Multi-Currency Reporting capabilities to the Purchasing, Inventory, Receivables, and Payables apps! This feature allows conversion from Local Currency (LCY) to Reporting Currencies (RCY), which can be configured within the connector app. You can find more information here.

Sales Insights:

• Delivery Analytics Enhancements:
  Added Sales Shipment Date Filter and Outstd. Sales Order Date Filter slicers to control which date field is used when filtering Sales Shipments or Outstanding Sales Orders.
  Added View Outstd. Sales Orders as slicer, allowing you to display Outstanding Sales Orders as a balance—this means past orders will be included in today’s metrics. Learn more about Delivery Analytics reports here.
• Added Shipping Agent and Purchasing Codes tables.
• Added Territory field to the Sell-to and Bill-to Customer tables.
• Added Date Filter to Item Sales reports. Users can now choose to display invoiced item sales data by Posting Date (default), Order Date, or Valuation Date.

Purchasing Insights:

• Receipt Analytics Enhancements: Implemented the same enhancements as in the Sales app:
  Added Purchase Receipt Date Filter and Outstd. Purch. Order Date Filter slicers.
  Added View Outstd. Purch. Orders as slicer with options for Net Change or Balance.

Inventory Insights:

• New Report – Safety Stock Coverage: This report shows the percentage of safety stock currently covered by available inventory. 100% means the inventory exactly matches the safety stock level. Values above 100% indicate available inventory exceeds the minimum threshold.

Finance Insights:

• Added Dimension 1 Table Extension Fields to Cubes reports.
• Enabled display of Total dimensions in Cubes reports.
• Added new measures: G/L Budget Variance (LCY) FYTD vs. Entire FY.
• Added VAT Date to the General Ledger Entry table.

Enhancements:

• Multi-Currency Reporting: We are excited to introduce Multi-Currency Reporting in our Finance and Sales Insights apps! This feature enables the conversion of Local Currency (LCY) into Reporting Currencies (RCY), which can be configured within the connector app. You can find more information here.
• Company Group Reporting: The Company Group feature has been added to our connector app, allowing you to group multiple Business Central companies and generate consolidated reports at the group level. This enhancement is now available across all our apps.

Sales Insights:

• On-Time Delivery Report: Added a new "Sales Order Lines (Shipped and Outstanding)" calculation.
• Added option to calculate Delivery Days and On-Time Delivery based on the "Planned Shipment Date".
• Added new measures to Unposted Sales Documents (Sales Orders): Prepayment Amount Invoiced Incl. VAT (LCY), Amount Not Invoiced Excl. Prepayment Incl. VAT (LCY).

Purchasing Insights:

• On-Time Receipt Report: Added a new "Purchase Order Lines (Received and Outstanding)" calculation.
• Added Week Filter to the left-side menu in all Purchasing report pages.
• Purchaser Row-Level Security: Implemented for enhanced access control.

Inventory Insights:

• New Report Days of Inventory Consumption: Measures the number of days a company’s inventory will last based on consumption rates.
• New Report Inventory Aging: Categorizes inventory into aging buckets to show how long items have been in stock, displaying both quantity and inventory value.
• Out of Stock Days Report: Now shows how many days products have been out of stock or below the Safety Stock Quantity.
• Days Sales of Inventory, Inventory Turnover, Sell-Through Rate, and GMROI – Enhanced with field parameters for greater customization.
• Inventory Valuation Report: Added row selection functionality, allowing users to filter valuation by any field or dimension.
• Location Row-Level Security: Added for improved access control.

Finance Insights:

• Added G/L Account Category Levels 5 and 6 to Cubes and the P&L Statement.
• Additional Reporting Currency (ACY) Enhancement: If ACY is not enabled, ACY measures will now return LCY (Local Currency).
• Added Document Date to G/L Entries.

Manufacturing Insights:

• Improved API performance, leading to faster data refreshes.
• New Report Routing Completion: Analyzes production routing performance by calculating the percentage of completed routing lines where all production order line quantities are posted as routing output quantities. Provides insights by Work Center, Machine Center, Production Order, and other key dimensions to support better operational decisions and increase production efficiency.
• Row-Level Security Enhancements: Added for Dimension 1, Dimension 2, and Dimension 3.

Enhancements:

• Multi-Environment Data Consolidation. We’re excited to introduce Multi-Environment Data Consolidation across all our Power BI apps. This feature allows you to effortlessly consolidate data from multiple Business Central environments within the same tenant, providing a unified and comprehensive view of your business operations. Learn more here: Multi-Environment Data Consolidation.
• Azure Maps Integration. Azure Maps visuals are now enabled across all reports. This powerful visualization tool brings geospatial data to life with interactive and visually engaging visuals. To activate this feature, your tenant administrator must enable it in Power BI settings. Get started here: Enabling Azure Maps.

Sales Insights:

• Enhanced 'On Time Delivery' Report. Users can now switch between Requested, Promised, and Planned Delivery Dates for deeper delivery analytics. Learn more: Delivery Analytics.
• Added two new reports to support G/L Account Sales Analysis: G/L Account Sales Cube, Total G/L Account Sales Table
• Improved Unposted Sales Documents: Added Planned Shipment Date and Created Date as new filter options.
• New Ship-to Address Table: Introduced a Ship-to Address Table with 4 Text Field Extension fields for enhanced customization.

Purchasing Insights:

• Enhanced 'On Time Receipt' Report. Added the option to switch between Requested, Promised, Planned, and Expected Receipt Dates for a detailed view of purchasing timelines.
• Introduced two new reports to support G/L Account Purchases Analysis: G/L Account Purchases Cube, Total G/L Account Purchases Table
• New Fields: Cost per Unit added to the Purchase Value Entry Table. Direct Unit Cost added to the Purchase Line Table.

Inventory Insights:

• Sell-to Customer Table Update. Added four Text Field Extension fields to the Sell-to Customer Table for greater data flexibility.

Finance Insights:

• Budget Last Date. Introduced the Budget Last Date filter, allowing you to define a custom date range for budget visibility and analysis. Explore more: Budgets in Power BI.

Jobs Insights:

• New Data Fields in Job Ledger Entries. Added Document No. and External Document No. fields to the Job Ledger Entries for enhanced tracking and analysis.

Enhancements:

• Multi-language support: All our apps now support German and French. For guidance on enabling multi-language capabilities, visit our Multi-Language Support Guide.
• Dimension descriptions: Improved readability by displaying actual dimension names instead of dimension numbers.

Breaking Changes:

• State fields renamed to County. Examples of updated field names:
  Location State → Location County
  Bill-to State → Bill-to County
  Reason: The term state is reserved in Power BI, causing conflicts with the Q&A and Key Influencers visuals.

Sales Insights:

• Table Extensions: Added 4 additional text fields to the Sales Invoice Header and Sales Credit Memo Header tables.

Accounts Receivable / Accounts Payable:

• Added Document No. to Detailed Customer Ledger Entries and Detailed Vendor Ledger Entries.

Date Table Enhancements:

• Added Week No. & Date Range fields.
• Enabled the option to set Sunday as the start of the week, configurable through the Power BI Insights Connector in Business Central.

Sales Insights:

• Added new Bill-to/Sell-to Customer fields to cube reports: Country, Price Group, Discount Group, Service Zone Code, Created Date.
• Improved Daily Sales Reports with added row selection functionality.
• Table Extensions: Added two decimal fields to Sales Shipment Lines.
• Introduced new measures: Sales (LCY) and Item Sales (LCY) PY Same Week, comparing sales amounts to the same week last year.

Purchasing Insights:

• Added new measures: Prepayment Invoice Amounts and Amount Not Invoiced Excl. Prepayment.

Inventory Insights:

• Added Sales Order Status.
• Enabled importing of Finished Production Orders.
• Added measures for unposted sales documents: Sales Quote Qty. (Base), Blanket Sales Order Qty. (Base), Blanket Sales Order Qty. Invoiced (Base), etc.

Finance Insights:

• Introduced new Row-Level Security role: Global Dimension 1 & G/L Account (learn more here).
• Added No. 2 field to the G/L Account table.
• Introduced Forecasting capabilities, allowing comparisons of Actuals to Budget and Forecast in the same report. Forecast measures have been added to all cubes and P&L Statement reports. You can now select a specific Forecast using the filter located on the right side in Filters pane. To show forecast measures, set 'Show More' to 'true' in the filters pane.
• Added Statistical Accounts and Ledger Entries tables with new measures: Statistical Amount and Statistical Amount Balance.

Manufacturing Insights:

• Added Week slicer to all Manufacturing reports.
• Added Unit Cost to Work Center and Machine Center tables.

Enhancements:

• Report Design: Enhanced overall design for improved user experience.
• Profiles: Introduced the ability to personalize your Power BI navigation menu. Profiles enable selective display of relevant reports and the ability to hide unnecessary ones (learn more here).
• Deprecated 'by Company' reports in favor of 'Cube' reports. A Company Filter is now available in the left menu of each report page, enabling multi-company views when the filter is removed.
• Row-Level Security: Added new role 'Global Dimension 1 & Dim. 2' (learn more here).

Sales Insights:

• Measure Enhancements: Added Prior Year (PY), Year-over-Year (YOY), and YOY % measures to the Measure selections.
• Removed 'by Year' reports; users should transition to 'by Period' reports.
• Removed Resource Sales-related pages: Resource Sales by Customer, Res. Sales by Dimension, Res. Sales Deep Dive.
• Deprecated the 'Customer Statistics' report; users should now use the 'Sales Cube' report.

Purchasing Insights:

• Measure Enhancements: Added PY, YOY, and YOY % measures to the Measure selections.
• Removed 'by Year' reports; users should transition to 'by Period' reports.
• Removed Resource Purchases-related pages: Resource Purchases by Vendor, Res. Purch. by Dimension, Res. Purch. Deep Dive.

Inventory Insights:

• Added 'Item Created Date' field to the Item table.
• Introduced the Stockkeeping Unit and Demand Forecast tables.
• Improved the Projected Available Balance by Period report with measure selections.

Finance Insights:

• P&L Statement: Added a new measure, % of Total Budget Revenue.
• G/L Entry table enhancements: Added the following fields: 'Gen. Posting Type', 'Gen. Bus. Posting Group', 'Gen. Prod. Posting Group', 'Bal. Account Type', 'Bal. Account No.', 'User ID'.

Accounts Receivable / Accounts Payable:

• Added 'External Document No.' field.

Manufacturing Insights:

• Added 'Stop Codes' and 'Scrap Codes' tables.

Legacy Data Integration: We have now enabled support for importing legacy data across Purchasing, Inventory, and Finance modules. For detailed instructions on importing legacy data, please refer to our comprehensive guide here.

Enhancements:

• Added Drill Through pages to the Home menu.
• Upgraded to API schema version 2.0 (learn more here).

Breaking Changes:

• Changed Enum/Option fields in Power BI primary keys from values to ordinals/numbers.
• Renamed some 'Table Extension' fields for consistent naming and length. You can find the updated Power BI Field names in the Table Extension setup in the connector app.

Sales Insights:

• Redesigned the dataset for Legacy Data. The legacy data in Power BI is now seamlessly appended to the original fact tables, such as Customer Ledger Entry and Value Entry. This ensures the legacy data appears automatically in all relevant reports. Users can filter out legacy data using date filters or a 'Legacy Data' yes/no filter in the filters pane. More information here.
• Breaking Change: Table extension fields and ship-to fields have been moved from Customer Ledger Entry / Sales Value Entry tables to the 'Sales Document' table.

Purchasing Insights:

• Added Currency conversions based on the original currency factor. New measures include: Purchases (CY), Item Purchases (CY), and Outstd. Purch. Line Purchases (CY).

Inventory Insights:

• Introduced a new Item Ledger Entry table.
• Added Sales and Purchase Quotes and Blanket Orders.
• Disabled Item Availability by BOM reports by default for performance reasons. Here's how to enable it back.
• Added Safety Stock Quantity to the item table.

Accounts Receivable:

• Added new text and decimal table extension fields to the customer table, and date extension fields to the Customer Ledger Entry table.

Enhancements:

• Implemented parallel loading for tables in Power BI, significantly increasing data refresh speeds.
• Optimized queries for dimensions.
• Introduced 'Company Display Name' as a company filter.

Sales Insights:

• Included Blanket Orders in the Sales Documents reports.
• Added a new 'Sales G/L Account' table to enhance financial reports.

Purchasing Insights:

• Introduced a 'Purchase G/L Account' table.
• Added 'Document Date' to the Purchase Receipt Line table.

Inventory Insights:

• Added 'Dimension 1', 'Dimension 2', and 'Dimension 3' Row-Level Security roles to enhance inventory data security.

Finance Insights:

• Enabled extensions for the 'Dimension 1' table fields to improve customization and flexibility.

Accounts Receivable/Accounts Payable:

• Added 'Document Date' to the Before Due/Overdue report.

Enhancements:

• Introduced a Help & Support button on the Home page of all our applications (located in the top right corner). The new Help & Support page features a Virtual Assistant powered by Microsoft Copilot Studio, designed to provide immediate assistance on installation, setup, and app usage.
• Implemented Dimension Level 1 filters across all reports, enabling users to filter reports by the level 1 dimension hierarchy.
• Introduced Dimension Level 3 in all Dimension Cube reports, allowing for a deeper drill-down through 4 levels of the dimension hierarchy.
• Enhanced item selection by adding the capability to choose 2 Date Item attributes from the Item table. More details can be found here.
• Expanded configuration options for Row-Level Security to include Dimension 3, as well as combinations of Dimensions 1 and 3. Configuration instructions are available here.

Sales Insights:

• Enhanced Delivery Analytics Reports with the addition of a new Delivery Cube and Fill Rate reports; improvements made to Delivery Days and On Time Delivery reports.
• Introduced the ability to select new table extension fields from the Sales Header, Sales Line, Sales Invoice Header, and Sales Cr. Memo Header tables.
• Added new Profit Budget measures.

Purchasing Insights:

• Enhanced Receipt Analytics Reports with the addition of a new Receipt Cube and Fill Rate reports; improvements made to Receipt Days and On Time Receipt reports.
• Introduced the ability to select new table extension fields from the Purchase Header, Purchase Line, and Purchase Receipt Line tables.
• Included Blanket Orders in the Purchase Documents reports.

Inventory Insights:

• Added a Sales Value Entries drill-through page.

Finance Insights:

• Improved the performance of the P&L Statement.
• Added a "% of Total Revenue" metric to the P&L Statement reports.
• Set G/L Account Categories as the default view in Cube/Table reports.
• Introduced additional time intelligence measures for measure selection parameters: MTD, PYMTD, MOPYMTD, MOPYMTD %, FYTD, PFYTD, FYOYTD, and FYOYTD %. Find the list of most common abbreviations here.
• Added new 'Entire Fiscal Year' budget measures.

Manufacturing Insights:

• Added a Due Date filter option to all reports, enabling the filtering of any Manufacturing report by the Due Date selected on the Production Order.
• Optimized the "Inventory Adjustment Entry (Order)" API.
• Introduced the ability to select new table extension fields from the Item table.

New feature: Open Business Central documents from within Power BI. Easily access detailed Business Central transactions from Power BI. Start by selecting 'Drill through' to view transactions, then click on underlined values to open the corresponding document or ledger entries in Business Central (learn more here).

Enhancements

• Optimized ABC Classification: Enhanced measures and calculated columns in Sales, Purchasing, Inventory, and Manufacturing apps. This optimization also leads to faster data refresh times.
• Improved Budget Measures: Advanced budget measures in Sales, Purchasing, Inventory, and Finance apps. Now supports displaying budget amounts across multiple companies.

Sales Insights:

• Included non-inventoriable costs associated with purchase item charges.
• Added Ship-to information for Service Documents.
• Incorporated Planned Delivery Date filter in the Sales Line table.
• Bug Fix: Resolved an issue in the Outstanding Cost (LCY) measure.

Purchasing Insights:

• Added Expected Receipt Date filter in the Purchase Line table.

Inventory Insights:

• Enhanced Item calculated columns, resulting in improved data refresh times.

Power BI Datasets: Added permissions to edit datasets. This feature empowers users to extend the standard model by incorporating new measures and data sources. How to Edit Datasets:

1. Open Power BI Desktop.
2. Navigate to Get Data > Power BI Datasets.
3. Choose the Published Dataset.
4. Go to the Modeling tab and select "Make changes to this model."
5. Click Submit.

Sales Insights:

• Added Ship-to Name.
• Expanded Sales Line table with Ship-to Fields and Return Orders.

Purchasing Insights:

• Integrated Return Orders into Purchase Line table.
• Included Job No. and Job Task No. in Purchase Line and Purchase Value Entry tables.

Inventory Insights:

• Introduced Reorder Point and Reorder Quantity to the Item table.

Finance Insights:

• Added Source Code table.
• Enabled the ability to rename P&L Statement Categories (learn more here).

Manufacturing Insights:

• Appended External Document No. to Capacity Ledger Entry table.

Sales Insights:

• Enhanced visibility by making Blocked budgets non-visible.

Inventory Insights:

• Introduced new report pages: Gross Margin Return on Investment (GMROI) and Sell-Through Rate.
• Added Sales Amount (Actual) to Value Entry table.
• Implemented Select Rows slicers for Item Availability reports.

Purchasing Insights:

• Included Item Default Dimensions.
• Added Unit of Measures (learn more here).
• Incorporated Promised Receipt Date filter into the Purchase Line table.

Finance Insights:

• Introduced Budget FYTD measures to the P&L Statement report.