How to setup scheduled reports in Dynamics 365 Business Central

Modified on Wed, 23 Aug 2023 at 12:11 PM

This is an out-of-the-box functionality that Mircosoft offers to setup scheduled reports in Business central. For example, if you wish to schedule Financial Report. Go to Chart of Accounts >> Reports >> Other >> Financial Reports.


>> The report filter pane will open, Insert the filters and click on the Send To button.


>> The system will ask you to choose a file, click on the Schedule...


>> Click on the OK button. Schedule a Report page will open.

>> Insert the values, for example, see the image below: 

Fields description: 

  1. Report Output Type: This is a drop-down field and you can choose which format you want your report PDF, Word, Excel, or Print. 
  2. Next Run Date Formula: Describe when this report should run for example 1D, the report will run on the interval of 1 day. Date Formula
  3. Earliest Start Date and Expiration Date: Insert the date and time for both Sart and expiration date. 


When done click on the OK button.

>> When done click on the OK button.


>> The schedule will be done and you will be able to see the reports in the report inbox list page.


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