The Finance report provides a high-level overview of financial performance and position, including key metrics such as revenue, profit, assets, liabilities, and major customer and regional breakdowns.
It is designed to help users quickly assess the organization's financial health, operational efficiency, and growth trends. The report draws on general ledger, customer, vendor, and budget data to present a comprehensive snapshot of business results. One possible application is to support executive decision-making by highlighting areas of strength and potential risk within the company's finances.
Follow the pages below to further explore this report Finance report (sample data).
Note: The filter pane is not displayed in the report pages above, but all reports contain a filter pane. The Finance report template has several filters that apply to all report pages, as well as filters that only apply to a specific report page or visual.
These can be removed, added, and managed in the Power BI Desktop before publishing the report to Power BI Service. In this way, it is also possible to add constraints on what users can see. For more details on report filtering see Report Navigation, Filtering, and Other Features.
This Fiance report version is compatible with Analytics versions 2025.2. For Analytics with LS Central version 19.0 and later.