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

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Posted on by Community member 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
 
 
I have the same question (0)
  • Ramit Paul Profile Picture
    Ramit Paul 22,797 Most Valuable Professional on at
    Finance Report Print Template
    Hi,
     
    Can u share which report is this? is this a custom report or any standard report
  • Community member Profile Picture
    Community member 2 on at
    Finance Report Print Template
    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
    Finance Report Print Template
    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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