Introducing: Discover and explore reports

00:08:09
https://www.youtube.com/watch?v=yXz3ZlSioWQ

Resumen

TLDRThe video covers new functions for exploring reports in Business Central 2025 release wave 1. It showcases three methods for access: through the Report Explorer, Microsoft Learn documentation, and directly via the report help on the request page. Viewers are guided on navigating departmental roles in the report explorer, leveraging informational popups, and using AKA links for direct access to report overviews in official documentation. It also emphasizes the ability to open multiple reports simultaneously in new windows, increasing ease of use during exploration.

Para llevar

  • 📊 Three ways to explore reports in Business Central: Report Explorer, documentation, and help page.
  • 🔍 Use 'Tell Me' search for quick access to report features.
  • 💼 Explore departmental role centers for tailored report options.
  • 🌐 Use AKA links for easy access to report documentation.
  • 📄 Open reports in new windows to continue exploring multiple reports at once.

Cronología

  • 00:00:00 - 00:08:09

    The video introduces the process of exploring reports in Business Central 2025 Release Wave 1. It outlines three methods to access the Report Explorer: using the Tell Me search feature, the report symbol on the role center, and a direct link at the top of all role centers. The speaker demonstrates accessing different departmental role centers, specifically the Finance role, showing various reporting capabilities and how to preview reports through information icons and new window features in the Business Central interface.

Mapa mental

Vídeo de preguntas y respuestas

  • What are the three ways to explore reports in Business Central?

    You can explore reports through Report Explorer, Microsoft Learn documentation, and directly from the report help on the request page.

  • How can I access Report Explorer?

    You can access Report Explorer by using the Tell Me search feature, clicking the symbol in the role center, or using the link above all role centers.

  • What is the purpose of departmental role centers?

    Departmental role centers showcase functionality tailored for different roles in an organization.

  • What is an AKA link?

    An AKA link is a shortcut to specific content in Microsoft documentation, typically starting with aka.ms followed by a designation, such as BC for Business Central.

  • How can I open reports in a new window from Microsoft documentation?

    You can open reports in a new window by using the Control key while selecting the link.

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Subtítulos
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Desplazamiento automático:
  • 00:00:00
    [Music]
  • 00:00:07
    let's discover and explore reports in
  • 00:00:10
    business Central 2025 release wave 1 in
  • 00:00:14
    this video I'm going to show you three
  • 00:00:16
    different ways you can do that with the
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    new experience in the report
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    Explorer um directly from our
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    documentation in Microsoft learn or from
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    the report help on the request page so
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    let's dive into business Central and
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    look at report
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    Explorer you can get to the report
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    Explorer in a number of ways for
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    instance if you open tell me search
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    you'll find a link here to exploring
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    reports so that's the first way the
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    second way is to use the symbol here for
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    opening the RO Explorer and then from
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    here explore more roles and here under
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    reports and Analysis that is the
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    shortcut to the report Explorer and the
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    final option if I just go back to the
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    road Center
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    here is uh simply to use the link on top
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    of all Road centers all reports this
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    also takes you directly to the report
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    Explorer let me start by collapsing all
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    the different roles what you see here on
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    the screen are different what we call
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    departmental roles centers these are
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    meant to be showcasing functionality for
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    different roles in an organization and
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    if I just pick one of them finance and
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    explore this this opens up whoa lots of
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    reports let's collapse all of them and
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    just see so this opens up the the report
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    Explorer or the road Explorer with
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    different topics so we can see Power pi
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    receivables and so on and if we then
  • 00:01:58
    choose the ellipses here and expand all
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    of these this is your overview of all
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    the reporting capabilities that exist
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    within Finance as a new thing here in
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    wave one we uh if you hover over a link
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    here you either get one of these little
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    information icons or let's just pick one
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    of the other ones or you might get one
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    of these uh opening a new window let me
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    just show the icon first the information
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    if I choose this
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    um I can now see first of all what the
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    full caption or the title of the report
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    is but I can also read more about what
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    this report is so I can actually without
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    even opening the report I can read more
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    about what this report is
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    about and uh you notice that the same
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    icon that you saw on on the other report
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    open a new window here appears on this
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    little uh information popup so let's try
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    to explore this report further and um a
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    new thing here in the in the business
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    Central as in in wave one is that this
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    opens up in a new window which means the
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    actual Explorer here keeps being open
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    and therefore you can explore multiple
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    reports from that page now this is um
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    this is the just one way I can then
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    preview this report or whatever I like
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    when I'm done with this exploration I
  • 00:03:30
    can close the window and I'm back to the
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    report
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    Explorer and as I mentioned if there's
  • 00:03:37
    no information icon uh there will always
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    be this open a new window the difference
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    like why would this have one and this
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    one would not that's just a matter of
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    whether there's a teaching tiip defined
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    on the object here compared to this one
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    so this if fixed asset posting group net
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    change uh report does not have such
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    a text defined whereas the fixed asset
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    register report does have it so that was
  • 00:04:06
    the first way of exploring
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    reports the second way is directly in
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    the business Central documentation on
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    Microsoft learn uh the the easiest way I
  • 00:04:18
    find the report documentation is through
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    an AKA link let me show you what that is
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    about business Central documentation
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    have many of these AKA links that called
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    AKA links because they all start with
  • 00:04:33
    aka.ms something typically BC and then
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    something and for the for this link BC
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    analytics if I choose
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    this it will open up the overview of
  • 00:04:46
    everything in analytics in business
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    Central and here in the table of content
  • 00:04:51
    I can choose build-in reports and choose
  • 00:04:53
    the first link report overview and this
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    article gives a complete overview almost
  • 00:05:00
    complete overview of the reports that
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    exist in business Central these are
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    ordered by the the the functional area
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    so if you're interested in say sales
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    reports you can choose that and that
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    gives you um this table with first of
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    all scenario so an analytical scenario
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    of of the first report what you can use
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    it for uh the second link here is a link
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    directly to business Central so you can
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    open the report directly in business
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    Central from documentation if you use
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    this little tip of Control Plus selects
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    when you when you select the link it
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    will open up in a new window so you
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    still keep the exploration page here
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    open and finally each of these come with
  • 00:05:47
    an article that describe um the usage of
  • 00:05:53
    this particular report so for instance
  • 00:05:55
    it it's there's some description about
  • 00:05:58
    what the report shows and then there are
  • 00:06:02
    use cases described for different
  • 00:06:05
    personas that could be where this report
  • 00:06:07
    could be of interest and then
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    finally down here there's a try the
  • 00:06:13
    report link if I use this link I will
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    just go back to business Central I will
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    again use this control key plus select
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    to open this in a new window and this
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    will then open the request page for the
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    customer top 10 list Excel um in a new
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    window let's just have a look and now um
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    I can try the report here the third
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    option of discovering report content
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    let's just go back to the report
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    Explorer and uh and open a report from
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    there and let's choose the fixed asset
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    Book value one report again now I just
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    open it directly from the report
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    Explorer and I get the request page if
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    you for many of these reports if you
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    choose the title here or caption it will
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    open up something called a teaching tip
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    this also works even if you have turned
  • 00:07:10
    off teaching tiip by default you can
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    still get to the teaching tiip by
  • 00:07:14
    clicking that uh
  • 00:07:16
    link if you want to dive further and you
  • 00:07:19
    don't have to do this but you could also
  • 00:07:21
    just open the help Pane and the same
  • 00:07:24
    text will appear over here if that text
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    have been defined on the object on the
  • 00:07:29
    report report and finally there is a way
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    here directly from the help Paine to go
  • 00:07:35
    back to the business Central
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    documentation for the giving report and
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    if I then choose this link I now get the
  • 00:07:44
    documentation for the fixed asset Book
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    value report again with use case and
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    description and so on so that's how how
  • 00:07:51
    the exploration and discoverability of
  • 00:07:54
    reports come hand in hand both in the
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    business Central role Explorer in the
  • 00:08:00
    request page in the help Pane and in the
  • 00:08:03
    documentation in Microsoft learn
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