Use enhanced and faster reports for analysis of deferrals and trial balances

Enabled for	Public preview	General availability
Users, automatically	-	May 1, 2026

Business value

Built-in deferral report Excel layouts now include subtotals, making it easier to review balances, improve transparency, and reduce manual spreadsheet work during reconciliation and audit processes. Several standard finance Excel reports also run significantly faster, helping finance teams analyze data and complete period-end tasks more efficiently. In addition, new analysis views on key finance list pages provide improved filtering and slicing of ledger and asset activity. Together, these enhancements increase reporting performance, strengthen financial oversight, and support faster, more informed decision-making.

Feature details

To make it easier to review balances during reconciliation and audit processes, we've added subtotals to Excel layouts for the built-in deferral reports:

• Deferral Summary - GL
• Deferral Summary - Purchase
• Deferral Summary - Sales

Performance is important to everyone, so we found ways to speed up the following standard finance Excel reports:

• Trial Balance
• Consolidated Trial Balance
• Trial Balance/Budget
• Trial Balance by Period
• Trial Balance Previous Year

To help you filter and slice ledger and asset activity, analysis view is now available on the following list pages:

• GL Registers
• Fixed Assets Ledgers

Geographic areas

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

Visit the Explore Feature Language report for information on this feature's availability.

Tell us what you think

Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at https://aka.ms/bcideas.

Related Content

What's new: Enhanced Financial analytics (in 2026 release wave 1) (video)