We have recently made the switch over to Dynamics365 Business central and currently have issues regards user friendly reporting. We are currently committed to using Jet reports however, for day to day tasks and basic reporting this is not a viable solution. In particular a sales anaylsis and a 'Free to sell' report. Therefore, more recently I have created a very simple VB driven display/export to print interface. It is extremely basic and is not without its errors due to limited knowledge of VB coding. Raw data is stored in 3 excel sheets saved to a company onedrive folder. These are updated once a day out of hours following a sequence of BC job queues.
We are looking to make this method more user friendly either using VB or even a desktop app if possible. 3 outputs are required from each filter process. An excel sheet and various formats of a report in a pdf printable layout.
The main filtering is done by selecting one of the following Vendor No. or Item No. and a date range for sales figures.
Attached is a small example of the current data, we have 2 data sets in the layout of 'Raw Data 1' and 1 data set as 'Raw Data 2'. Also in the attached is the currently userface being used with command buttons and input fields. If the task can be completed we may incorporate more data, as previous this is the very basic requirements at present.
It works as it should but is very limited and very open to user errors.
An alternative method is development of something that uses API's/ Odata from BC, Something I have not explored myself. This would however have to be able to store data as per the format of 'Raw Data 1' due to the need for old sales figures from former ERP.