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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Automatic update of Re...
Finance | Project Operations, Human Resources, ...
Suggested answer

Automatic update of Report Date for reports generated with Report Schedules

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Posted on by IvyYY 175

Hello everyone,

I was trying to generate daily reports with Report Schedules but wasn't able to update the Report Date automatically for the report with current system date. As you can see, the Report date is supposed to be 28/02/2023 on 1st of Feb 2023, however, the report automatically generated has a Report date 31/01/2023. The alert email also failed for new record in Financial Report page, although it works for other pages, e.g. new vendor. 

Appreciate if anyone can help me. Many thanks! 

pastedimage1675213836465v1.png

pastedimage1675213908172v2.png

I have the same question (0)
  • Suggested answer
    Charlotte X Profile Picture
    Charlotte X on at
    RE: Automatic update of Report Date for reports generated with Report Schedules

    Hi,

    In the Run report at field, select the time when the report should run. If you enter a time that is before the current system time, the report runs on the next scheduled date.

  • IvyYY Profile Picture
    IvyYY 175 on at
    RE: Automatic update of Report Date for reports generated with Report Schedules

    Hi Charlotte,

    Thanks for your reply. I actually don't have issue in generating recurring reports at the scheduled time. My question is more about the data captured in the auto-generated report.

    As you can see from the below screenshot, both reports were generated automatically around the same time daily successfully, however, the Report date should be 28/02/2023 not 31/01/2023 when it was generated on the 1/02/2023 because it's already Feb. In another words, the data captured in the reports should be "For the Eight Months Ending Tuesday, 28 February 2023", not "For the Seven Months Ending Tuesday, 31 January 2023" when it was generated in Feb. 

    pastedimage1675288338727v1.png

    It somehow corrected itself to Feb ending Report date when the report was generated this morning. It looks correct today but not yesterday when I posted the question. I'm a bit confused why the Report date didn't update itself as I didn't change any setup. Perhaps this is a bug? Thanks anyway.

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