Reference: Column definitions in Financial Reporting - Business Central | Microsoft Learn

Column Layout Options


Column No. –  optional, but highly recommended if need to use for calculate (e.g. Column for Total calculated by Column 1 to Column 12)  

Column Header – The column name that expected to show on report (max 30-character).

Column Type:  Options below 

Formula allows you to perform calculations in a column.

Net Change  generally use for reporting on income statement accounts (revenue/expense).

Balance at Date generally use for reporting on balance sheet accounts (assets/liabilities).

Beginning Balance will be sparingly used, but you’ll want this for your statement of cash flows at some point.

Year to Date used to show a total in the column of the balance from the start of the year through the current filtered date.

Rest of Fiscal Year can be used to show, for budgeted information, what is planned for the remainder of the fiscal year.

Entire Fiscal Year can be used to show, for budgeted information, what has been planned for the entire fiscal year.

Ledger Entry Type –  actual general ledger entries or budgeted general ledger entries.

Formula – If you’ve chosen Formula as the Column Type, this is where you’ll put the formula.

Comparison Period Formula – references the accounting periods set up in the fiscal year

Comparison Date Formula –  references the calendar months of the year 

Amount Type :  Net Amount, Debit Amount and Credit Amount.  Generally, use Net Amount almost all the time.

Refer

Business Unit Totaling acts like a bonus dimension when producing consolidated financial statements from more than one company, designating a unique business unit per company.

Cost Center Totaling and Cost Object Totaling These are new functions related to totaling of new cost center and cost objects.  (you have this listed on here but didn’t have it on the original screenshot.  I can add it to the current screenshot if you want  -CC)

Line No. automatically designated by the software.

Column Layout Sample

1. Net Change at Date - 12 month for the Fiscal year

Column No.Column HeaderColumn TypeLedger Entry TypeAmount TypeFormulaComparison Date FormulaComparison Period Formula
1JanNet ChangeEntriesNet Amount

FY[1]
2FebNet ChangeEntriesNet Amount

FY[2]
3MarNet ChangeEntriesNet Amount

FY[3]
4AprNet ChangeEntriesNet Amount

FY[4]
5MayNet ChangeEntriesNet Amount

FY[5]
6JunNet ChangeEntriesNet Amount

FY[6]
7JulNet ChangeEntriesNet Amount

FY[7]
8AugNet ChangeEntriesNet Amount

FY[8]
9SepNet ChangeEntriesNet Amount

FY[9]
10OctNet ChangeEntriesNet Amount

FY[10]
11NovNet ChangeEntriesNet Amount

FY[11]
12DecNet ChangeEntriesNet Amount

FY[12]
13TotalFormulaEntriesNet Amount1..12

2. Balance at Date - 12 period for the Fiscal Year

Column No.Column HeaderColumn TypeLedger Entry TypeAmount TypeFormulaComparison Date FormulaComparison Period Formula
1Jan

Balance at Date

EntriesNet Amount

FY[1]
2FebBalance at DateEntriesNet Amount

FY[2]
3MarBalance at DateEntriesNet Amount

FY[3]
4AprBalance at DateEntriesNet Amount

FY[4]
5MayBalance at DateEntriesNet Amount

FY[5]
6JunBalance at DateEntriesNet Amount

FY[6]
7JulBalance at DateEntriesNet Amount

FY[7]
8AugBalance at DateEntriesNet Amount

FY[8]
9SepBalance at DateEntriesNet Amount

FY[9]
10OctBalance at DateEntriesNet Amount

FY[10]
11NovBalance at DateEntriesNet Amount

FY[11]
12DecBalance at DateEntriesNet Amount

FY[12]
13TotalFormulaEntriesNet Amount1..12

3. Compare period and month

Please see Financial Report Column Definition - Comparison Period Formula for comparison Data Formula

Column No.Column HeaderColumn TypeLedger Entry TypeAmount TypeFormulaComparison Date FormulaComparison Period Formula
01Current MonthNet ChangeEntriesNet Amount


02Last MonthNet ChangeEntriesNet Amount
-1M
03Prior YearNet ChangeEntriesNet Amount
-1Y
04Current Year-to-dateEntire Fiscal YearEntriesNet Amount


05Last Year-to-DateNet ChangeEntriesNet Amount

-1FY[1..CP]

4. Financial year end at March 31 and the total for both current year and last year shows on the report

Column No.Column HeaderColumn TypeLedger Entry TypeAmount TypeFormulaComparison Date FormulaComparison Period Formula
1Last YearNet ChangeEntriesNet Amount 
-1Y
2AprNet ChangeEntriesNet Amount

FY[1]
3MayNet ChangeEntriesNet Amount

FY[2]
4JunNet ChangeEntriesNet Amount

FY[3]
5JulNet ChangeEntriesNet Amount

FY[4]
6AugNet ChangeEntriesNet Amount

FY[5]
7SepNet ChangeEntriesNet Amount

FY[6]
8OctNet ChangeEntriesNet Amount

FY[7]
9NovNet ChangeEntriesNet Amount

FY[8]
10DecNet ChangeEntriesNet Amount

FY[9]
11JanNet ChangeEntriesNet Amount

FY[10]
12FebNet ChangeEntriesNet Amount

FY[11]
13MarNet ChangeEntriesNet Amount

FY[12]
14Current YearNet ChangeEntriesNet Amount


5. Compare Actual and Budget with Variance %

Column No.Column HeaderColumn TypeLedger Entry TypeAmount TypeFormulaComparison Date FormulaComparison Period Formula
1ActualNet ChangeEntriesNet Amount 


2BudgetNet ChangeBudget EntriesNet Amount


3VarianceFormulaEntriesNet Amount(1-2)

4%FormulaEntriesNet Amount(1-2)/2*100