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Detailed Customer Ledger Entries (Power BI report)

  • Artigo

APPLIES TO: Generally available in Business Central 2024 release wave 2 (version 25.1).

The Detailed Customer Ledger Entries report provides a view of individual transactions from the Detailed Customer Ledger, enhanced with information from the Customer Ledger. This report is a valuable tool for tracking customer transactions, reconciliation, and facilitating efficient audits by giving easy access to detailed entry information.

Screenshot of the Detailed Customer Ledger Entries report

Use the report

The audiences for the report are:

  • Finance managers
  • Finance staff

Finance managers use the report during the month-end closing process to ensure all customer transactions are accurately recorded. Auditing the entries against sales invoices and payment records helps you find discrepancies, such as missing payments or billing errors. This thorough review not only helps maintain accurate accounts receivable records, but also strengthens relationships with customers by ensuring timely and correct invoicing.

Data used in the report

The report uses data from the following tables in Business Central:

  • Detailed Customer Ledger Entries
  • Customer Ledger Entries

Try the report

Try the report here: Detailed Customer Ledger Entries

Tip

If you hold down the CTRL key while you select the report link, the report opens on a new browser tab. In this way, you can stay on the current page while you explore the report on the other browser tab.

See also

Track your business KPIs with Power BI metrics
Power BI finance app
Ad hoc analysis on finance data
Built-in core finance reports
Built-in fixed assets reports
Built-in accounts receivable reports
Built-in accounts payable reports
Financial analytics overview
Finance overview