Astral Reports - V5

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Astral Reports For Business Central is a simple to use Business Central Reporting tool that utilises the power of excel to build powerful dynamic reports based on live data.

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The Astral Reports installation program will attempt to install functions into a directory, learn more on what a Codeunit and Web Service is, along with importing Codeunits, Setting up the Web Service and Testing the Connection.

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Finding your licence file will give you information on the product, software version and of course all details to you license form.

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How to assign a new user to an open licence.

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Astral Reports For Business Central has been designed using the 'ENG' language code. It has been designed so that the end user can localise the text if desired.

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The Options form allows the user to configure Astral Reports for Language, Authentication type, Data set age and Business Central service URL.

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How to find your login details, the icons and how to test the connection to the Business Central service.

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Guidance on how to use Design Mode.

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Using the 'Get Table' function in the ribbon allows you draw into your report any set of Dimension values you wish to populate from any Dimension code.

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Using the Dimension Set ID Filter & Amount in Excel with Astral Reports.

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Using the Dimension Set Budget Amount in Excel with Astral Reports.

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Finding the recalculate icon on the Astral Reports ribbon and learning how to recalculate the Business Central functions on the work sheet.

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Learn how to let others view your reports without the other users having Astral Reports installed on their PC.

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Sometimes, a chart of accounts might contain many account codes, but only certain account codes are relevant to certain departments/projects. Learn how to hide contents in a row.

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The 'Get Table' macro will quickly populate the current column with a list from Business Central. Learn how to run this macro.

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The Generic Function has been included to provide access to every field within every table. If your reseller has added additional fields or entirely new tables, Astral Reports For Business Central can report on these fields.

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Business Central filters can be supplied to the functions via the formula parameters. The normal Business Central rules apply to these filters.

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If you experience any issues within your Astral Reports, come here to find troubleshooting options that should solve any issue you may have.

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Astral Reports provides the capability of creating complex reports for multiple companies on one report. The Get tables function allows the user to create criteria keys or complex reports without having to manually type each parameter.

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The Drilldown function allows you to understand the entries that make up a particular ledger.

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How to retrieve Additional Reporting Currency for more than one company within the database.

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This function will return the first day of the next month for the date supplied to the parameter. Learn about hints and what the parameters are.

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How to adjust dates in Excel using Astral Reports.

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Instruction on how to update the Astral Reports extension and how to check your current version.

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When you have finished testing the extension in the sandbox and are ready to purchase.

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What to do when your trial period has finished and you would like to purchase an extension.

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Example Reports

Please contact us with any issues, we are here to help!

Videos

The Installation Process

P&L by Department

Trial Balance

First Of Next Month

Using Drilldown

Creating A Chart Of Accounts

Creating A Connection For SaaS

Additional Reporting Currency

Using Design Mode

Chart of Accounts with Dimension

Adjust Date

Dimension Set ID Filter & Amount

Dimension Set Budget Amount