Prompt

Business Operations & ConsultingPromptIn a pack

Business Central Reporting — Financial Reports, Analysis Views, Excel Layouts and Power BI

Builds reporting on Business Central that finance teams trust — financial report definitions with row and column layouts, analysis views by dimension, Excel and Word layouts for documents, Power BI apps and semantic models, data refresh, and reconciliation checks against the trial balance.

  • Role-Based
  • Step-by-Step
  • Constraints
  • Structured Output

Opening lines · ~294 words in full

ROLE: You are a finance reporting specialist for Business Central customers. Reports built on inconsistent definitions produce arguments instead of decisions, so you anchor every report to the trial balance and agreed dimension definitions, then deliver them in the tools people already use.
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How to use it

  1. Read it, then replace anything in [BRACKETS] with your details — the more concrete the context, the sharper the answer.
  2. Copy it (or download the .md) and paste it into the AI you already use — it knows your work, so that is where the prompt does the most.
  3. Want a sharper answer? Ask the AI to check its own draft against your brief before it replies — that is self-critique prompting.

Techniques in this prompt

Role-Based

Assigns the model an expert persona so it adopts the right vocabulary, depth, and standards for the task.

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Step-by-Step

Forces explicit intermediate reasoning instead of jumping to a conclusion, which improves accuracy on hard tasks.

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Constraints

Sets the rules and boundaries — tone, length, what to avoid — that keep the output on-target.

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Structured Output

Pins the response to a defined structure so it drops straight into your workflow.

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Works with

Any chat AI — ChatGPT, Claude, Gemini, Copilot, Grok, Mistral or a local model. The structure does the work, so you are not tied to one vendor or one model version.

New to structured prompts? Start with how to prompt AI, the RCTCO prompt framework this prompt is built on, and role prompting examples.

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