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Applies to Dynamics 365 (online), version 9.x

Dynamics 365 includes many system reports that you can use to gain insights into how your business is doing. You can use these reports as is or customize them for your needs. For more information about customized reports, see Customize and organize reports. The following will provide insights into your invoices, quotes and orders:

Description More information
Line items of an invoice Invoices report
Accounts receivable Invoice Status report
Line items of a quote Quotes report
Line items of an order Orders report

Invoices report

Get a quick overview of an invoice and its line items to see what was ordered. You can also use this report to print invoices.

When you run the invoice report, it returns a report of all invoices. You can also select a specific record to get an invoice report for that selected record.

Invoice Status report

Use this report to view your accounts receivable for your active accounts. The chart displays the number of invoices grouped by status with the total amount of invoices in each status.

Quotes report

Use this report to view quotes and its line items. You can also use this report to print quotes.

When you run this, results will show a report of all quotes in the system. You can select a specific record to get a report for that selected record.

Orders report

Use this report see an order and its line items. You can also use this report to print orders.

If you run this report from a list without selecting any records, the report generates a customer-ready order for each active order record in the system. If you run this report from within a specific record, the report generates a customer-ready order only for the record you were working with.