Configure reports
Dynamics 365 is designed so that you have many useful reports provided out of the box. You can easily make many modifications to them to meet your business needs.
Select this link to learn more about the financial reports available: Exercise - Generate and explore a financial report
The concept of Business Document Management enables us to edit business document templates by using Microsoft 365. Many changes can be made to existing reports without code.
You may read more about configurable business documents here: Business document management overview
Many times, a company has a business need to add fields, or change their positioning, in standard reports, such as a check or an invoice. Microsoft makes it easy to do by creating templates. This is thanks to the Electronic Reporting (ER) tool and integration with Microsoft Excel.
Further information may be found here: Add new fields to a business document template in Microsoft Excel.