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Financial reporting helps you gather insights into the financial data in your chart of accounts (COA). This article explains ways to monitor changes to your financial report definitions, and how to control access to financial reports.
Set up the Change Log for financial report definitions
You can use the Change Log feature to capture changes users make to the definitions for financial reports. For example, you can find out what changed, who changed it, and when the change was made.
The following table lists the table for financial report definitions and their IDs.
| Table | Table ID |
|---|---|
| Report Definition | 88 |
| Row Definition | 84 |
| Row Definition lines | 85 |
| Column Definition | 333 |
| Column Definition lines | 334 |
To learn more, go to Audit changes to your setup.
Get notified when financial report definitions change
To add an extra layer of security around your financial report definitions, you can monitor changes to their fields and get an email when someone changes a value.
To learn more, go to Get notified when system setup change
Analyze changes to financial report definitions
You can use the Data Analysis feature to answer questions such as:
- Which definition changed?
- Who changed it, and when?
To learn more, go to Analyze changes to your setup.
Telemetry on changes to financial report definitions
If the telemetry feature is enabled on the Business Central environment, administrators can analyze when any change happened to a financial report/row/column definition.
To learn more, go to Analyzing financial report lifecycle telemetry
Telemetry on usage of financial reports
If the telemetry feature is enabled on the Business Central environment, administrators can analyze who uses financial reports and when.
To learn more, go to Analyzing financial report usage telemetry
Permissions to view or edit financial reports
The following table lists the permission sets that control whether users can view or edit financial reports and their report definitions.
| Access | Permission set |
|---|---|
| View financial reports. | Account Schedules - View |
| Edit financial report definitions, including row and column definitions. | Account Schedules - Edit |
Review financial report runs
At some point, you might want to review previous runs for financial reports. There are a few ways to do that.
From the Financial Reports page, you can use the Audit Logs action to access information about the selected report, or all audit logs for all reports. The Financial Report Audit Logs page shows who ran what, and when, and the format of the report output. For example, was it only viewed, or was it also exported to Excel or PDF. To narrow the information, you can apply filters. To dig a little deeper into the data, you can turn on analysis mode and create mini-reports. To learn more about analysis mode, go to Analyze list page and query data using data analysis feature.
You can also review report runs that your schedule generated. From the Financial Report Schedules page, use the Logs action to access a list of earlier runs. The list shows the name of the financial report, the schedule that ran it, and the data and time it ran. You can also use the Sent Emails action to review the emails it sent.
Related information
Analyzing financial report usage telemetry
Analyzing financial report lifecycle telemetry
Prepare financial reporting
Financial analytics overview
Finance
Setting Up Finance