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Caprice Murray, Tensoft, Inc

Recurring Reports in Microsoft Dynamics 365 Business Central


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One of the most common questions asked by our customers is how to schedule a recurring report in Microsoft Dynamics 365 Business Central.
 
Dynamics 365 Business Central has a very cool feature that allows users to schedule reports that are needed on a regular basis. They can be set up to run at a specific date and time.
 
In Dynamics 365 Business Central, go to a report that you want to run. Once you have added your filters to customize the report, click on Send to… and then on Schedule.
 

 
A new feature here is that you can use date expressions. The Next Run Date Formula will allow you to schedule the recurring report. You can find a list for some of these date expressions here. After you enter the formula, pick the Earliest Start Data/Time and OK. It will be scheduled.
 
For example: If you enter +CM +1D in the Next Run Date Formula and set the earliest start date as 6/1/2020, Dynamics 365 Business Central will send you this report at the 1st of every month starting on 6/1/2020.
 

 
To see all of your scheduled reports, go to Report Inbox in Dynamics 365 Business Central. The great part of the Schedule functionality is that it works with every report you find on Dynamics 365 Business Central.
 
In my latest webcast, I’ve covered few other tips and tricks in Dynamics 365 Business Central that you might find useful in your day to day use. You can view the recording here.
 
For more tips and demo videos, visit our website: https://dynamics.tensoft.com/
 
- By John Ocampo, Tensoft, a Microsoft Dynamics 365 Business Central Partner

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