Hi,
I am looking set up a reoccurring schedule so that the Vendor ageing report is emailed to me weekly with the "Ageing as at" and "Balance as at" being the day the report runs (eg. the report would be emailed to me 3rd Feb with Ageing as at 3rd of Feb and Balance as at 3rd Feb, the report would be emailed to me 10th Feb with Ageing as at 10th Feb and Balance as at 10th Feb). This is to allow me to review the ageing each week across multiple entities without having to manually go in to D365 and run each entities report each week.
I can set the schedule up and have it emailed to me each day but the "Ageing as at" and "Balance as at" is only done for the day I originally set up the schedule (eg. if I set the schedule up on 3rd Feb, the report emailed me 3rd Feb with Ageing as at 3rd of Feb and Balance as at 3rd Feb, the report emailed me 10th Feb with Ageing as at 3rd Feb and Balance as at 3rd Feb). I had hope that by selecting "Today" the report would report the balances as at each day the report ran but that has not been the case.
Does anyone have any advice?
Thanks for your help!
