Speakers:  Jaana Krause

Date & Time: Monday, 18th February 2013, 5:30 – 7:00 pm

Location: Microsoft New Zealand, Level 12, 157 Lambton Quay Wellington

Topic: “NAV Reporting – use Account Schedules to build your own reports”


NAV – Use Account Schedules to build your own reports

There are many ways of getting data out of Dynamics NAV – one way is to create your own Account schedules. Have you tried them yet? Do you get most of this powerful inbuilt reporting tool?

Account schedules can be used to create financial reports in a flexible way and without any development needed. Users can set up various layouts to define the information that they want to extract from the chart of accounts. Reports can be run with flexible filtering and the results can be either printed or exported to Excel.

One of the main purposes of account schedules is to provide a place for calculations that cannot be made directly in the chart of accounts. For example, users can create account schedules to calculate profit margins on dimensions such as departments or customer groups. Additionally, they can filter any G/L entries and G/L budget entries, for example, by net change or debit amount.

By using cost types and cash flow entry accounts in the account schedules, users can build cost accounting reports and cash flow reports.

We are going to look into the different options in Account schedules to give you ideas how to make best use of this tool. We’ll also look into when to best use Account schedules as opposed to NAV report design or BI solutions. There will also be lots of time to discuss your own report ideas if you want. Feel free to send suggestions through prior to the meeting or just bring them along!

Further details:

Charge: FREE!

Catering: Pizza – Courtesy of MSNZ.

Registration: Click HERE to RSVP with your name. As a new feature, we’re asking you to add any questions in your RSVP to answer during the session. You can also ask your question on the night.

Contact: The lifts shut at 6.00pm, so If you are arriving late and the lift is locked, contact Jaana on 021 658 709.

Feel free to pass this on to your colleagues and friends who might be interested! If you have any questions, feel free to send them to dynamicsug@gmail.com.