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Solution

Dynamics 365 Business Central Reporting

Remove the reliance on IT. Make custom and advanced reporting simple for Dynamics 365 Business Central users.
Core Experience ERP Data Reporting
Created By eOne Solutions
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Self-Service Reporting
Embedded Reporting
Cross-App Reporting
Analytics
Pre-Built Reports
Self-Service Reporting

Getting to the details shouldn’t require code or having to remember special formulas.

eOne’s Popdock gives users the power to search, create advanced queries, and create the Dynamics 365 reports that help them be more efficient at their job.

  • Connect to all of your Dynamics 365 Business Central web services to create standard and custom lists.
  • Use the Query Builder to join Dynamics 365 Business Central tables and create optimized Dynamics 365 Business Central API queries without code.
  • Add calculations and restrictions to your lists.
  • Search and use advanced filtering.
  • Group and subgroup to see totals and subtotals by category.
  • Use multi-company reporting across your lists.
  • Save Favorites and share them with other users.
  • Use actions to do things like open records, see related details, or run processes.
  • Export Dynamics 365 Business Central reports to Microsoft Excel or PDF.

Outcomes Delivered

  1. Simple interface for users.
  2. Less IT and information requests.
  3. Secure data access.

Licensing Required

Popdock Basic or above.

Embedded Reporting

Allow users to report right from within Dynamics 365 Business Central and get to their data and insights faster.

  • Create and access reports with Dynamics 365 Business Central data, historical data, and data from other apps without leaving Dynamics 365 Business Central.
  • Utilize all the self-service reporting options.
  • Enjoy a no-code set up experience to embed full Popdock or embed reporting on Dynamics 365 records with parameters.

Outcomes Delivered

  1. Simplify complex integration
  2. Intuitive interface built for users.
  3. Many options to get to the details.

Licensing Required

Popdock Basic Plan or above.

Cross-App Reporting

Combine, join, and summarize Dynamics 365 Business Central tables as an API.

Using Dynamics 365 Business Central data for integrations or in reports often requires using data from more than one table.  Instead of joining web services, use The Query Builder to join your Dynamics 365 Business Central tables as an API.

The Query Builder provides a simple point-click interface to select table data, add calculations, summarize data , and then click to publish API’s to use either for integration or reporting.  The advantage is that the Query Builder provides a fast way to create the queries, you still have access to the AL code generated, and you don’t need to hire a developer to complete the work.

Combine Dynamics 365 Business Central data and data from other applications with Custom Lists.

If you’re familiar with creating SQL queries of on-premise data, you’ll be relieved to learn that it’s now possible across all your cloud and on-premise apps.

Without writing a single line of code, Popdock makes it possible to:

  • Join data from multiple sources into one list based on the field.
  • Compare similarities and differences between lists.
  • Merge data into a single list.
  • Summarize data from multiple sources into a single list.

Outcomes Delivered

  1. SQL-level power to join data.
  2. Bring cloud and on-premise data together.
  3. Join your custom data and add calculations.
  4. No developers required.

Licensing Required

Popdock Business Plan or above.

Analytics

Access reports from your historical ERP and create reports that combine new and old data.  Popdock’s custom lists provide options to join, merge, compare, and summarize data from multiple sources into one custom list.

Outcomes Delivered

  1. Analyze performance quickly.
  2. Bring data together and look at trends by categories.
  3. Better decision-making.

Licensing Required

Popdock Premium.

Pre-Built Reports for Dynamics 365 Business Central

eOne’s Popdock allows you to connect to all your standard and custom web services for Dynamics 365 Business Central. 

These are just a few of the default lists that come with the Dynamics 365 Business Central connector:

Financial

Fixed Assets

Inventory

Accounts

Bank accounts

Dimension sets

Dimension values

General journal batches

General journal lines

General journals

General ledger entries

Fixed Assets

Item variants

Items

Locations

Non-stock items

Marketing

People

Project

Campaigns

Opportunities

Sales cycle stages

Sales cycles

Employees

Salespeople

Contacts

Jobs

Resources

Tasks

Timesheet comments

Timesheets

Purchasing

Sales

Detailed vendor ledger

Posted purchase credit memo lines

Posted purchase credit memos

Posted purchase invoice lines

Posted purchase invoices

Purchase transaction comments

Purchase transaction lines

Purchase transactions

Vendor comments

Vendor items

Vendors

Customer comments

Customers

Detailed customer ledger

Finance charge memo lines

Finance charge memos

Issued finance charge memo lines

Issued finance charge memos

Posted sales credit memo lines

Posted sales credit memos

Posted sales invoice lines

Posted sales invoices

Reminder lines

Reminder terms

Reminders

Sales lines

Sales transaction attachments

Sales transaction comments

Sales transactions

Territories

Fixed Assets

Accounts

Bank accounts

Dimension sets

Dimension values

General journal batches

General journal lines

General journals

General ledger entries

Fixed Assets

Marketing

People

Campaigns

Opportunities

Sales cycle stages

Sales cycles

Employees

Salespeople

Contacts

Purchasing

Sales

Detailed vendor ledger

Posted purchase credit memo lines

Posted purchase credit memos

Posted purchase invoice lines

Posted purchase invoices

Purchase transaction comments

Purchase transaction lines

Purchase transactions

Vendor comments

Vendor items

Vendors

Customer comments

Customers

Detailed customer ledger

Finance charge memo lines

Finance charge memos

Issued finance charge memo lines

Issued finance charge memos

Posted sales credit memo lines

Posted sales credit memos

Posted sales invoice lines

Posted sales invoices

Reminder lines

Reminder terms

Reminders

Sales lines

Sales transaction attachments

Sales transaction comments

Sales transactions

Territories

Inventory

Accounts

Bank accounts

Dimension sets

Dimension values

General journal batches

General journal lines

General journals

General ledger entries

Item variants

Items

Locations

Non-stock items

Marketing

Project

Campaigns

Opportunities

Sales cycle stages

Sales cycles

Jobs

Resources

Tasks

Timesheet comments

Timesheets

Purchasing

Detailed vendor ledger

Posted purchase credit memo lines

Posted purchase credit memos

Posted purchase invoice lines

Posted purchase invoices

Purchase transaction comments

Purchase transaction lines

Purchase transactions

Vendor comments

Vendor items

Vendors

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