Notifications
Announcements
No record found.
Hi,
Is there a way to configure email distribution list for newly generated financial reports coming from Management Reporter or Financial Report Designer. I have configured report scheduling inside the Financial Report Designer to automatically generate reports in a report group based on a recurrence schedule. Now I am aiming to configure automatic emails to recipients so that as soon as the reports are generated they are automatically emailed to a list of users as email attachments or links to the report inside those emails.
I can see that there is a config called Financial report collaboration where we can share reports containing links to reports however it doesn't where to go to configure it. I understand we can use MS Flow or Alert system and a number other options to achieve this requirement however I am interested to know if this could be achieved using out-of-the-box features.
https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/financial-reporting-intro?toc=/dynamics365/finance/toc.json#financial-reporting-components
Any ideas?
Hi Muhammad,
Ludwig did create a video explaining how to distribute the report and send email notifications: https://dynamicsax-fico.com/2019/03/01/financial-report-distributions/
This might help you achieving your requirement.
Hi Andre,
Thanks for the link!
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Martin Dráb 646 Most Valuable Professional
André Arnaud de Cal... 529 Super User 2025 Season 2
Sohaib Cheema 285 User Group Leader
