Open Financial Reports (formerly Account Schedules), pick the income statement or balance sheet report, set the date filter and the view, and compare periods with a column definition. Or ask the Zentriq Agent for the P&L as a chart in one sentence.
In Business Central, use the search bar (Alt+Q) and type 'Financial Reports'. This is the page formerly known as Account Schedules: each report combines a row definition (which G/L accounts) with a column definition (which figures).
Business Central ships with ready-made reports for the income statement and the balance sheet. Select one and click 'View Financial Report' to open the report overview.
In the overview, enter a Date Filter such as 01.01.26..31.03.26 and use 'View by' to switch between Day, Week, Month, Quarter, Year, or Accounting Period. Balance sheet rows show the balance at date, income statement rows show the net change of the period.
To show the prior year next to the current one, assign a column definition with a Comparison Date Formula such as -1Y. You can also step through the periods with the Previous Period and Next Period actions.
Click 'Print' for a formatted report or 'Export to Excel' to continue the analysis in a spreadsheet. Dimension filters, for cost centers or departments, can be applied before exporting.
Ask the Zentriq Agent 'show me the P&L for this quarter as a chart' and it reads your G/L entries and renders the chart right in the chat: reading your data never changes anything in Business Central.
Related Zentriq products: Zentriq Agent
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