Custom Reports

Custom Power BI and SSRS reporting solutions built for Dynamics 365 Finance & Operations — delivering compliant, branded, and multi-currency business documents that integrate seamlessly across financial and operational workflows.

5+

Core Report Types

Scalable

Advanced Calculations

Automated

Batch & Scheduled

D365

BC and F&O Integrations

Power BI Reporting Solutions

Finance Performance
Dashboard

A real-time Power BI dashboard pulling from Dynamics F&O general ledger data.

Profit & Loss

By legal entity or business unit.

Budget vs Actual

Variance with drill-through

Cash Flow Trends

Trend lines with forecast overlay

Multi-Currency

Consolidation with FX rate integration.

Period Comparison

Monthly, quarterly, YoY

Customer Accounts
& Invoicing

Branded customer-facing documents and internal AR analytics.

Customer Accounts

Statements with aging buckets.

Sales Invoices

With custom branding & logo.

With milestone & line-item breakdown.

Project Invoices

Overdue Alerts

Alerts and dispute tracking.

PDF Export

With regional compliance formatting.

Vendor & Procurement
& Analytics

End-to-end procurement visibility from PO through payment.

Tax Invoices

With compliance fields.

Product Receipts

Tracking and GRN reconciliation.

By vendor, category, and region.

Spend Analytics

Payment Summaries

Run summaries and aging reports.

Three-Way Match

PO / GRN / Invoice exceptions.

Project & Resource
& Reporting

Operational visibility into project performance, resourcing, and billing status.

Project Invoice Reports

Work breakdown structure line items.

Resource Utilisation

Observe rates by worker and project.

Schedule vs. actuals.

Revenue Recognition

Cost vs Budget

Project cost/budget waterfall charts.

Time & Expense

Approval status tracker.

Compliance & Regulatory
& Reports

Reports built to meet country-specific regulatory and tax requirements.

VAT/GST Return

Summary and detailed reports.

Intrastat Exports

Customs declaration exports.

Journal entry reports.

Audit Trails

E-Invoicing

Electronic invoicing format compliance.

Data Retention

Archival reporting.

Operational KPI
Scorecards

Executive and operational scorecards surfacing key metrics across the business.

Inventory Turnover

Stock-on-hand by warehouse.

Order Fulfilment

Rate & lead time tracking.

Journal entry reports.

Production Output

Supplier Scorecard

On-time delivery scorecard.

Executive KPIs

Summary with traffic-light indicators.

Finance Performance Dashboard

P&L, cash flow & variance.

Vendor & Procurement Analytics

AP, tax invoices & receipts.

Project & Resource Reporting

Cost, billing & utilisation.

Compliance & Regulatory Reports

Regional rules & audit trails.

Operational KPI Scorecards

Inventory, supply chain & operations.

Custom Power BI Reporting Templates

  • Analyze sales by customer, item, region, and salesperson.
  • Identify top and underperforming products.
  • Spot trends and seasonality.
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