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How to automate a financial repport

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

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    YUN ZHU Profile Picture
    YUN ZHU 73,035 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

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    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.

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    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.

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