Ask for a report once. It is right again next month.
A report is the queries from your conversation, saved as a page. Every block follows the page's date picker, shows how many rows came back, and reads Business Central again once its data is older than the report's refresh setting.
Ask it for
The receivables pack, without the spreadsheet
Ask for it once in the conversation that already ran the queries. The page is ready before anyone opens Excel, and it is right again next month without being rebuilt.
Margin per project, and who booked the hours
Posted job entries and time on one page. Margin is computed on the page because the ledger does not store it. Change the period and every block reads again.
The same page in four inboxes every Monday
Give the report a weekly schedule and it emails the page as CSV, XLSX or a composed PDF, to up to twenty recipients. Daily and monthly work the same way, and any of the three formats downloads whenever you want it. Sharing and Licensing have their own tabs in the designer.
| Figure | Value |
|---|---|
| Open at month-end | 4.12 M DKK |
| Over 30 days overdue | 1.16 M DKK |
| Margin, Q3 to date | 30.5 % |
| Revenue, Q3 to date | 2.33 M DKK |
| Cost, Q3 to date | 1.62 M DKK |
| Billable hours, Q3 to date | 2,900 |
| Revenue, Q2 | 2.41 M DKK |
| Cost, Q2 | 1.78 M DKK |
| Margin, Q2 | 26.1 % |
| Billable hours, Q2 | 3,118 |
| Not due | 1.84 M DKK |
| 1–30 days | 1.12 M DKK |
| 31–60 days | 0.63 M DKK |
| 61–90 days | 0.37 M DKK |
| >90 days | 0.16 M DKK |
| Hours by resource: Mette Sørensen, Q3 to date | 316 |
| Hours by resource: Anders Lund, Q3 to date | 304 |
| Hours by resource: Karin Hvid, Q3 to date | 290 |
| Hours by resource: Peter Terkelsen, Q3 to date | 270 |
| Hours by resource: Signe Bang, Q3 to date | 252 |
| Hours by resource: Mette Sørensen, Q2 | 401 |
| Hours by resource: Anders Lund, Q2 | 388 |
| Hours by resource: Karin Hvid, Q2 | 366 |
| Hours by resource: Peter Terkelsen, Q2 | 342 |
| Hours by resource: Signe Bang, Q2 | 315 |
Every block follows the page's date picker, shows how many rows came back, and reads Business Central again once its data is older than the report's refresh setting.
Opening a shared report comes with every Support and Controller seat. Building and sharing reports is Report authoring, an add-on to a Controller seat.
Report authoring is ≈ €60.32 per person a month, excl. VAT, or ≈ €643.43 a year if you pay yearly.
From a question to a page in three steps
Ask in the chat.
“Build a report on open receivables.” The assistant runs the queries in the conversation, so you have seen every figure before it goes on the page.
It lays the page out, and you can change it.
Headings, key figures in a row, charts beside each other, tables across the page. Then the page opens in the designer: swap a block for one of over 40 visual types, give a visual its own data source, or add a filter that narrows only that visual.
It stays current without being rebuilt.
You choose how fresh it must be, from 5 minutes to once a day. Open it next month and every block reads next month's data.
Why the numbers stay right
- Bound to a query
Each block keeps its query.
A number copied out of a tool result into a block is refused. Blocks bind to a query handle, so every figure on the page comes from running its query, and the handle names the query without naming a company, which is why one report serves several.
- Laid out, then yours
The assistant places the blocks. You can move them.
Blocks are handed over without coordinates and arranged on the page automatically: a heading spans the width, up to four KPIs share a row, charts sit two per row, tables run full width. After that the page is yours in the designer, with tools to align and arrange blocks, an Assistant tab beside the properties, and tabs for its changes and versions.
- One page, one period
The date picker reaches every query.
A page that mixes period-scoped and all-time numbers is wrong. The layout step wires the picker into every query or says which one it could not reach.
- At the ceiling
It will not total a partial read.
If a query stopped at its row ceiling, a group, join or calculation step refuses to run instead of reporting a sample as the whole. For real volume the sum runs inside Business Central.
Bring the spreadsheet someone rebuilds every month
Start a trial and ask for it in the chat. You will see every query before it goes on the page. Or book a demo and we will build the first one with you.
Or write to us at hello@uni4c.ai