Microsoft Dynamics 365 Business Central. Set up Scheduled Reports.
Business Central offers a healthy variety of reporting tools. For
example,
there are account schedules, analysis by dimensions, connection to Power BI,
as well as several standard reports.
The standard reports can be printed, saved, sent or scheduled.
This video shows how to schedule a report in Business Central.
When running a report, Business Central will show the Request
Page, where we can define criteria and filters for the report.
Additionally, the Request Page includes actions at the bottom of
the page that let us choose what we want to
do with the report.
We can share the report, print it, or preview it.
To schedule a report, we'll choose Send To, Schedule, and
then choose OK.
The Schedule options page opens.
Here we can define how we want to run report.
We'll choose Report Output Type to specify whether we want
to save or print the report.
Now we'll define the Next Run Date Formula and the
Expiration Date, and then choose OK.
The report has been scheduled and a new Job Queue
Entry has been created for it.
If we want to edit the schedule,
we can open the Job Queue Entry and do that.
Every time the report is run, we will find it
in our Report Inbox on our Role Center.
We can choose the report to open it.
It's that easy. Our report will now run
according to the schedule we just set up.
Microsoft Dynamics 365. Microsoft logo.
