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How to Schedule Reports in D365 Business Central

Learn how to schedule reports in Microsoft Dynamics 365 Business Central.

Business Central How-To: Schedule Reports over an image of a laptop with a Business Central dashboard on the screen.

When manually running reports, Business Central offers multiple options for the report output, such as printing, saving, or emailing. An additional option is to have the reports run automatically based on a predefined schedule. In this tutorial, we will explain the process. of setting up scheduled reports.


First, select the report you want to schedule in the Outstanding Purchase Order Status page.


A screenshot of a Business Central Dashboard showing where to click on Outstanding Punch Order Status.

From the options at the bottom of the form, select Send To.


A screenshot of the Outstanding Purch. Order Status showing where to click on Send To.

In the file type window, select Schedule, and then click OK.


A screenshot of the file type window showing where to click on Schedule and OK.

In the next Run Date Formula field, enter a date formula that corresponds to when you would like the report to run. For example, CM+1D indicates that the report will run on the first day of every month.


In the Earliest Start Date/Time field, indicate a date and time from which the report schedule is valid. The report will not run before the value in this field.


In the Expiration Date/Time field, indicate a date and optionally a time after which the report should no longer run.


A screenshot of the Schedule a Report Edit window showing where to enter the Next Run Date Formula, the Earliest Start Date/Time, and the Expiration Date/Time.

When ready, click OK.


The report will now be scheduled and a Job Queue Entry will be created.


To view the schedule, open Job Queue Entries.


A screenshot of a Business Central Dashboard showing where to click on Job Queue Entries.

Locate the correct record and click the Status to open it.


A screenshot of the Job Queue Entries page showing where to click on the Report Status.

To make any changes, you must first put the scheduled job on hold. Select Process to open the menu.


A screenshot of the Outstanding Purchase Order Status Report window showing where to click on Process.

Click Set On Hold to pause the report.


A screenshot of the Outstanding Purchase Order Status Report window showing where to click on Set On Hold..

Now that the report is on hold, you can update the schedule using the Next Run Date Formula field.


A screenshot of the Outstanding Purchase Order Status Report window showing where to edit the Next Run Date Formula..

Select the Process tab again and click Set Status to Ready to activate the new record schedule.


A screenshot of the Outstanding Purchase Order Status Report window showing where to click on Set Status to Ready..

You can test the output by manually running the report. Open the Process tab and select Run Once (foreground).


A screenshot of the Outstanding Purchase Order Status Report window showing where to click on Run Once (foreground)..

When prompted, select Yes to create a non-recurrent copy of the job.


A screenshot of the Outstanding Purchase Order Status Report window showing where to click on Yes..

Every time the rescheduled job runs, an entry will be created in the Report Inbox on your Roll Center Homepage. Click on the report's Description to download the file.


A screenshot of a Business Central Dashboard showing where to click on the Report Inbox Description.

Training Video: How to Schedule Reports in D365 Business Central



If you have any questions about this topic or any other Dynamics 365 related enquiry, get in touch with the experts at Kwixand Solutions. For more Business Central training videos, don't forget to subscribe to our YouTube channel and follow us on LinkedIn, Facebook, Instagram, and Twitter.















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