Scheduling reports in D365 FO

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Posted on by Clare J

Hi!

Hoping someone can help me (this is probably quite simple but I'm new to D365 FO).

When you schedule a report in D365 FO i.e. Customer Ageing report how do you then amend the schedule? I set up a test to send me the report on email daily, it works! But now I can't make it stop :D

Thanks!

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DAnny3211 9,274 Super User 2024 Season 1 on at

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RE: Scheduling reports in D365 FO

hi

To modify the schedule of a report in Dynamics 365 Finance, you can follow these steps:

Go to the "System administration" module and navigate to "Scheduled batch jobs".

Find the batch job for the report you want to modify and click on it.

Click the "View tasks" button in the ribbon.

Click on the task associated with the report you want to modify.

Click the "Change status" button in the ribbon and select "Stopped" to stop the task.

After the task is stopped, you can modify the schedule by clicking the "Edit" button in the ribbon.

Make the desired changes to the schedule and click "Save" to save the changes.

Click the "Change status" button again and select "Enabled" to restart the task with the updated schedule.

Once the task is restarted, the report will be generated according to the updated schedule.

DAniele
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Phil Matthews 52 on at

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RE: Scheduling reports in D365 FO

It will be added as a Batch Job. If you go to System Administration > Enquiries > Batch Jobs, you can filter by batch jobs created by you. Find it, select it, click the Recurrence button and fill in an end date. Or alternately if you want to pause it for a while, you can click "Change status" and change it to Withhold.