Discovering a Hidden Gem: G/L balance by Dimension report in Business Central

The G/L Balance by Dimension report allows you to view and analyze your financial data in a more granular and insightful manner. It offers the following advantages:


  • Enhanced Financial Analysis: By using dimensions, such as department, project, or location, you can dissect your financial data to understand the performance and profitability of individual segments within your organization.
  • Customization: The report is highly customizable, enabling you to filter and sort data based on specific dimensions, time frames, and other criteria that align with your reporting needs.
  • Improved Decision-Making: Accessing a detailed and segmented view of your financial data enables you to make informed decisions and implement targeted strategies to optimize business performance.

How to generate the G/L Balance by Dimension Report in Business Central?

1. Navigate to the Business Central home screen and open Chart of Accounts Page.

2. Under Balance, select "G/L Balance by Dimension" action to open the report request page.



3. On the report request page, you can set various filters to tailor the report to your specific needs. For instance, you can filter by date range, dimension values, or G/L account numbers. To add a dimension filter, click on the drop-down menu under the "Dimension Filter" section and select the desired dimension (e.g., Department, Project, Location). Next, enter the corresponding dimension values in the "Dimension Value Filter" field.



You can also set additional filters, such as G/L account ranges or specific G/L accounts, under the "G/L Account Filter" section.

Once you have set the desired filters, click on the "Show Matrix" button to generate the report. The G/L Balance by Dimension report will display the account balances segmented by the selected dimension values.


You can further customize the report view by using the built-in sorting and filtering options available in the report viewer. Additionally, you can export the report to Excel, PDF, or other formats for further analysis or sharing.

Hope you find this blog post useful. Stay tuned for more!

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