Home > Blog > How to Create a Report Schedule in Dynamics 365 Finance with Management Reporter

How to Create a Report Schedule in Dynamics 365 Finance with Management Reporter

Report Schedules in Dynamics 365 Finance help you control the processing and distribution of reports to ensure timely, consistent, and controlled access to your business data.

You can create Report Schedules to run a report or report group regularly, such as daily, weekly, monthly, or annually. In the case of report groups, if a single report within it does not run, all other reports will still be attempted.

How to Create a Report Schedule in Dynamics 365 Finance

Prerequisite: Before you create, modify, and delete Report Schedules, you must have the role of designer or administrator.

The Steps to Creating a Report Schedule:

1. In Report Designer, click on Report Schedules (left panel)
2. Click on New (Top menu), and a new Report Schedule dialog box opens.
3. Under Settings, select an individual report or a report group to schedule.
4. Select the Active checkbox to turn on the report schedule.
   1. Only the report creator or an administrator can activate or deactivate a report schedule.
5. Under Frequency, in the Start recurrence field, select the date when the schedule is to start.
   1. By default, the current system date of the client's computer is selected.
6. In the Run report at field, select the time when the report should run.
7. In the Recurrence pattern, specify how often the report is run. By default, Daily is selected with an Interval (days) value of 1.
8. In the Range of recurrence, select when the report should stop being generated.
   1. No end date – The report schedule runs indefinitely.
   2. Set number of occurrences – The report schedule runs for the specified number of times and then is inactivated.
   3. End by – The report schedule ends on the specified date.
9. Select Save and enter a unique name and description for the Report Schedule.

Want to Learn More About Report Schedules in Dynamics 365 Finance?

Get in touch with our team of experts! We can help you create and optimize report schedules and complete other processes in Dynamics 365 Finance to help you be successful.

Under the terms of this license, you are authorized to share and redistribute the content across various mediums, subject to adherence to the specified conditions: you must provide proper attribution to Stoneridge as the original creator in a manner that does not imply their endorsement of your use, the material is to be utilized solely for non-commercial purposes, and alterations, modifications, or derivative works based on the original material are strictly prohibited.

Responsibility rests with the licensee to ensure that their use of the material does not violate any other rights.