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Use Excel reports for consolidation and fixed assets

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Enabled for Public preview General availability
Users, automatically Sep 2, 2024 Oct 2, 2024

Business value

Excel reports give you the underlying data that they're based on, so that you can reformat the data to build a custom report—for example, to get a specific insight or for troubleshooting.

Feature details

In this release we have added four Excel report layouts that cover the consolidation and fixed assets areas:

  • Consolidated Trial Balance (Preview)
  • Fixed Asset Details (Preview)
  • Fixed Asset Analysis (Preview)
  • Fixed Asset Projected Value (Preview)

The report layouts are available through search and the Accountant home page.

The content of each report covers the content of one or more existing RDLC reports, and gives you the underlying data so you can create custom reports.

The new Excel FA Analysis report, showing the Book Value report worksheet

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See also

Fixed assets analytics (docs)