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Change Log 2026-05-20

Bank Movement report type added to Dynamic Report Builder.

Written by Shem Bogusz

New: Bank Movement added to Dynamic Builder

The Dynamic Report Builder now supports the Bank Movement report type. This layout displays Opening and Closing Bank balances for each period, with all accrual movements shown as individual rows.

Bank Movement reports support actuals, budgets, and forecasts, along with the full suite of variance and calculation columns available in the Dynamic Report Builder. This makes it a flexible option for Cashflow Forecasting and for building Cashflow Statement–style reports.

To begin building reports with the new Bank Movement layout, see the Dynamic Template Management help article for guidance on creating and configuring Dynamic Templates.

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