Skip to main content

Notifications

Announcements

No record found.

Small and medium business | Business Central, N...
Suggested answer

How to automate a financial repport

Posted on by 5

Dear all how can we automate the generation of financial report in business central?

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,647 Super User 2024 Season 2 on at
    RE: How to automate a financial repport

    Hi, just adding some info.

    Hope the following helps as well.

    Scheduling a report to run later or periodically: https://learn.microsoft.com/en-gb/dynamics365/business-central/ui-work-report#ScheduleReport

    Thanks.

    ZHU

  • Suggested answer
    keoma Profile Picture
    keoma 32,675 on at
    RE: How to automate a financial repport

    for automatic jobs in job queue goto learn.microsoft.com/.../admin-job-queues-schedule-tasks

    for reports using live data and periodic updates use power bi or excel with bc addin.

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: How to automate a financial repport

    Do you mean processing and distribution of a specific report ?

    And will you have to distribute it to none Business Central users?

    If that is the case I think maybe using Power BI will be the best option.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans