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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Finance Report Print T...
Finance | Project Operations, Human Resources, ...
Unanswered

Finance Report Print Template

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Posted on by ME-27040904-1 2
if someone can help me to save print template for printing the financial report 
instead of choosing the criteria every time while printing the same report
 
 
  • Ramit Paul Profile Picture
    Ramit Paul 22,809 Most Valuable Professional on at
    Hi,
     
    Can u share which report is this? is this a custom report or any standard report
  • ME-27040904-1 Profile Picture
    ME-27040904-1 2 on at
    Hi 
    while running the report definition from financial report (Print criteria) to be saved as most of the reports required to be run with the same criteria every time
  • Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Hi,
    The official document only mentions the printing settings of the financial report, and saving print settings as a template may not be a standard function. You may need to customize. View financial reports - Finance | Dynamics 365 | Microsoft Learn In addition, the relevant document also mentioned that there is a print archive option in the printing management. when printing from the archive, selection criteria does not need to be entered and the report does not need to be re-generated – the archive is used to simply print a report that has already be generated.
    Best Regards,
    Hana

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