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Automation of Voucher Transaction Report

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Posted on by CU13052313-0

Is it possible to automate the generation of the GL> voucher transaction report and have it saved to a shared folder on a daily basis?

Date filter would be -Date of creation and time from the previous day.

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Dynamics 365 Finance

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Paolo Cecchelli 404 on at

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Hi,

I could not find the report you are referring to, can you specify the path better? Is it a standard Dynamics 365 Finance report or are you referring to the "Voucher transactions" inquiry under "General ledger --> Inquiries and reports --> Voucher transactions"?

Best regards

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André Arnaud de Cal... 303,171 Super User 2026 Season 1 on at

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Hi,

As mentioned by Paolo, please elaborate on your question. In case you are referring to the inquiry form as mentioned by him, then this is not a report, but a page in the application.

Do you only need the transactions from a day before?

What is the business process you need to fulfill here? Do you need a change tracking of all created vouchers? If so, have you considered doing the same using a Synapse or Fabric link to be enabled via the Power Platform?

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Giorgio Bonacorsi 1,531 on at

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Hello,

What is the business purpose?

In D365FO, vouchers cannot be deleted, and inquiries are easier directly from the form.
Regarding legal requirements, each localization provides its own local periodic reports to satisfy stamp/compliance needs.

Out-of-the-box you can personalize your view, save it, and choose whether it applies only to yourself or is shared with the company.
The fields you can add are those provided in standard D365FO. If you need voucher inquiries with additional fields or specific requirements, you’ll need to explore further solutions (custom development, Power BI, etc.).

Here’s a quick guide about, how to use standard personalization and share accross the company:

Go in your form and personalize the columns show:

Save your form and choose how to share:

Concerning the report needs, if you provide more details we can try to find a solution as well. :-)

Thank you,

Giorgio

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