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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Schedule the budget co...
Finance | Project Operations, Human Resources, ...
Answered

Schedule the budget control statistics report and download it into excel file

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Posted on by J_Lee 1,266
In the budget module, we can execute the budget control statistics with specified year. May we know how can schedule it be executed automatically and export its result into excel file
Categories:
Dynamics 365 Finance
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  • Verified answer
    Martin Dráb Profile Picture
    Martin Dráb 239,029 Most Valuable Professional on at
    You seem to be talking about Budgeting > Inquiries and reports > Budget control > Budget control statistics. That's BudgetControlStatisticsByDimension form, not a report. You'll need a customization to achieve what you want.

    Please tell us more about your requirements. Would having a report and using Excel as the file be sufficient, or do you want a different format? Where do you want to download the file to? Would the standard features of F&O reports work for you, e.g. using Excel format and email print destination? Or do you need something custom?

    In either case, you'll use BudgetControlStatisticsManager class to generate the data.
  • CU26110830-0 Profile Picture
    CU26110830-0 4 on at
    It's fascinating how the budget control statistics can be scheduled for automatic execution and exporting results to Excel. Have you considered setting up a recurring job in Dynamics 365 Finance to streamline this process further? Check out golf hit

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