--- id: video/9g1vwaXmy2s type: video title: "What's Cooking in Business Central: Financial Report Scheduling" summary: "Financial report scheduling in Business Central, an announced feature, is demoed: financial reports are sent on a recurring schedule as Excel and PDF to the report inbox and by email to chosen recipients. Covers the Schedules action, run date controls, custom filters and date filter formulas." tier: official language: en tags: - financial report scheduling - recurring schedules - export to excel - export to pdf - email delivery - report inbox - custom filters - date filters system: reporting review: state: reviewed by: opus at: "2026-10-07T22:52:17.570Z" flags: [] generated: at: "2026-10-13T00:32:41.360Z" pipeline: 0.2.0 prompts: extract-video: 1 summarize-video: 2 input_hash: b71547ed65a0b3e62b02e5e3b4e55b073994ec4e00a849d6bf8081aecd240349 evidence: - kind: video url: https://www.youtube.com/watch?v=9g1vwaXmy2s&t=6s title: "Financial Report Scheduling: announced" date: "2025-10-02T14:28:52.000Z" commit: null t: 6 quote: the developer behind the new financial report scheduling feature that's coming to Business Central - kind: video url: https://www.youtube.com/watch?v=9g1vwaXmy2s&t=187s title: "Export to Excel and PDF: announced" date: "2025-10-02T14:28:52.000Z" commit: null t: 187 quote: I hope you go and give financial report scheduling a try when it releases in the near future. - kind: video url: https://www.youtube.com/watch?v=9g1vwaXmy2s&t=187s title: "Email Delivery to Recipients: announced" date: "2025-10-02T14:28:52.000Z" commit: null t: 187 quote: I hope you go and give financial report scheduling a try when it releases in the near future. - kind: video url: https://www.youtube.com/watch?v=9g1vwaXmy2s&t=187s title: "Report Scheduling Controls: announced" date: "2025-10-02T14:28:52.000Z" commit: null t: 187 quote: I hope you go and give financial report scheduling a try when it releases in the near future. - kind: video url: https://www.youtube.com/watch?v=9g1vwaXmy2s&t=187s title: "Report Inbox and Logs: announced" date: "2025-10-02T14:28:52.000Z" commit: null t: 187 quote: I hope you go and give financial report scheduling a try when it releases in the near future. - kind: video url: https://www.youtube.com/watch?v=9g1vwaXmy2s&t=187s title: "Custom Filters for Schedules: announced" date: "2025-10-02T14:28:52.000Z" commit: null t: 187 quote: I hope you go and give financial report scheduling a try when it releases in the near future. - kind: video url: https://www.youtube.com/watch?v=9g1vwaXmy2s&t=187s title: "Date Filter Formulas: announced" date: "2025-10-02T14:28:52.000Z" commit: null t: 187 quote: I hope you go and give financial report scheduling a try when it releases in the near future. - kind: video url: https://www.youtube.com/watch?v=9g1vwaXmy2s&t=6s title: "What's Cooking in Business Central: Financial Report Scheduling" date: "2025-10-02T14:28:52.000Z" commit: null t: 6 quote: This feature will let you send financial reports automatically on a recurring schedule. - kind: video url: https://www.youtube.com/watch?v=9g1vwaXmy2s&t=39s title: "What's Cooking in Business Central: Financial Report Scheduling" date: "2025-10-02T14:28:52.000Z" commit: null t: 39 quote: Under definitions, you'll find a new schedules action. This will take us to the new financial report schedules page - kind: video url: https://www.youtube.com/watch?v=9g1vwaXmy2s&t=54s title: "What's Cooking in Business Central: Financial Report Scheduling" date: "2025-10-02T14:28:52.000Z" commit: null t: 54 quote: Here I have created a setup that will send out the cash flow report on a monthly basis. - kind: video url: https://www.youtube.com/watch?v=9g1vwaXmy2s&t=87s title: "What's Cooking in Business Central: Financial Report Scheduling" date: "2025-10-02T14:28:52.000Z" commit: null t: 87 quote: The next run date time field lets me select when the report will be first sent and the recurrence run date formula will determine - kind: video url: https://www.youtube.com/watch?v=9g1vwaXmy2s&t=144s title: "What's Cooking in Business Central: Financial Report Scheduling" date: "2025-10-02T14:28:52.000Z" commit: null t: 144 quote: Additionally, you can set up reporting options and filters that are specific to each schedule using custom filters. - kind: video url: https://www.youtube.com/watch?v=9g1vwaXmy2s&t=155s title: "What's Cooking in Business Central: Financial Report Scheduling" date: "2025-10-02T14:28:52.000Z" commit: null t: 155 quote: This will open the familiar report request page. Here I will select a different negative amount format for this financial report schedule. - kind: video url: https://www.youtube.com/watch?v=9g1vwaXmy2s&t=187s title: "What's Cooking in Business Central: Financial Report Scheduling" date: "2025-10-02T14:28:52.000Z" commit: null t: 187 quote: I hope you go and give financial report scheduling a try when it releases in the near future. links: learn: [] objects: - object/page/108 - object/page/8360 - object/page/680 features: [] topics: [] localizations: [] videos: [] posts: [] guidelines: [] video_id: 9g1vwaXmy2s channel: yt-microsoft source_name: Microsoft Dynamics 365 Business Central (YouTube) url: https://www.youtube.com/watch?v=9g1vwaXmy2s published_at: "2025-10-02T14:28:52.000Z" duration_s: 199 captions: full audience: - functional consultant - administrator - end user chapters: - t: 0 title: Introduction to Financial Report Scheduling - t: 26 title: Accessing the Schedules Page - t: 54 title: Schedule Configuration Basics - t: 101 title: Email Delivery and Report Inbox - t: 144 title: Custom Filters and Report Options - t: 173 title: Conclusion features: - name: Financial Report Scheduling status: announced t: 6 verified: true status_source: video - name: Export to Excel and PDF status: announced t: 66 verified: true status_source: video - name: Email Delivery to Recipients status: announced t: 77 verified: true status_source: video - name: Report Scheduling Controls status: announced t: 87 verified: true status_source: video - name: Report Inbox and Logs status: announced t: 123 verified: true status_source: video - name: Custom Filters for Schedules status: announced t: 144 verified: true status_source: video - name: Date Filter Formulas status: announced t: 173 verified: true status_source: video objects_mentioned: - page financial reports - other cash flow report - page financial report schedules - page report inbox quotes: - t: 6 text: This feature will let you send financial reports automatically on a recurring schedule. check: exact - t: 39 text: Under definitions, you'll find a new schedules action. This will take us to the new financial report schedules page check: exact - t: 54 text: Here I have created a setup that will send out the cash flow report on a monthly basis. check: exact - t: 87 text: The next run date time field lets me select when the report will be first sent and the recurrence run date formula will determine check: exact - t: 144 text: Additionally, you can set up reporting options and filters that are specific to each schedule using custom filters. check: exact - t: 155 text: This will open the familiar report request page. Here I will select a different negative amount format for this financial report schedule. check: exact - t: 187 text: I hope you go and give financial report scheduling a try when it releases in the near future. check: exact --- # What's Cooking in Business Central: Financial Report Scheduling > Financial report scheduling in Business Central, an announced feature, is demoed: financial reports are sent on a recurring schedule as Excel and PDF to the report inbox and by email to chosen recipients. Covers the Schedules action, run date controls, custom filters and date filter formulas. [Watch on YouTube](https://www.youtube.com/watch?v=9g1vwaXmy2s) · Microsoft Dynamics 365 Business Central (YouTube) · 2025-10-02 · 3:19 · tier official · reviewed (checked by Opus) ## Overview The video, published 2025-10-02, shows a new announced feature that sends financial reports automatically on a recurring schedule. From the Financial Reports page, a new Schedules action under Definitions opens the Financial Report Schedules page. The demo sets up a monthly cash flow report. Each schedule has a next run date time and a recurrence run date formula. Reports are exported to Excel and PDF, delivered to the report inbox (reachable through the logs action) and emailed to selected recipients. Custom filters set options per schedule, and start and end date filter formulas allow a date filter different from the report's default. The presenter says the feature will release in the near future. ## Key points - Financial report scheduling is announced, not yet released; the presenter refers to a release in the near future. - Open it from the Financial Reports page: under Definitions, the new Schedules action opens the Financial Report Schedules page. - The next run date time field sets when the report is first sent; the recurrence run date formula sets the cadence after that. - Scheduled reports are exported to both Excel and PDF, sent to the report inbox, and emailed to nominated recipients. - Reports received in the report inbox can be viewed through the logs action. - Custom filters let each schedule have its own reporting options and filters, so one report can have different scheduled configurations. - Start and end date filter formulas on a schedule can override the financial report's default date filter. ## Chapters - [0:00](https://www.youtube.com/watch?v=9g1vwaXmy2s&t=0s) Introduction to Financial Report Scheduling - [0:26](https://www.youtube.com/watch?v=9g1vwaXmy2s&t=26s) Accessing the Schedules Page - [0:54](https://www.youtube.com/watch?v=9g1vwaXmy2s&t=54s) Schedule Configuration Basics - [1:41](https://www.youtube.com/watch?v=9g1vwaXmy2s&t=101s) Email Delivery and Report Inbox - [2:24](https://www.youtube.com/watch?v=9g1vwaXmy2s&t=144s) Custom Filters and Report Options - [2:53](https://www.youtube.com/watch?v=9g1vwaXmy2s&t=173s) Conclusion ## Features Every feature below: announced, demoed. | Feature | At | Evidence | |---|---|---| | Financial Report Scheduling | [0:06](https://www.youtube.com/watch?v=9g1vwaXmy2s&t=6s) | "the developer behind the new financial report scheduling feature that's coming to Business Central" ([0:06](https://www.youtube.com/watch?v=9g1vwaXmy2s&t=6s)) | | Export to Excel and PDF | [1:06](https://www.youtube.com/watch?v=9g1vwaXmy2s&t=66s) | "I hope you go and give financial report scheduling a try when it releases in the near future." ([3:07](https://www.youtube.com/watch?v=9g1vwaXmy2s&t=187s)) | | Email Delivery to Recipients | [1:17](https://www.youtube.com/watch?v=9g1vwaXmy2s&t=77s) | "I hope you go and give financial report scheduling a try when it releases in the near future." ([3:07](https://www.youtube.com/watch?v=9g1vwaXmy2s&t=187s)) | | Report Scheduling Controls | [1:27](https://www.youtube.com/watch?v=9g1vwaXmy2s&t=87s) | "I hope you go and give financial report scheduling a try when it releases in the near future." ([3:07](https://www.youtube.com/watch?v=9g1vwaXmy2s&t=187s)) | | Report Inbox and Logs | [2:03](https://www.youtube.com/watch?v=9g1vwaXmy2s&t=123s) | "I hope you go and give financial report scheduling a try when it releases in the near future." ([3:07](https://www.youtube.com/watch?v=9g1vwaXmy2s&t=187s)) | | Custom Filters for Schedules | [2:24](https://www.youtube.com/watch?v=9g1vwaXmy2s&t=144s) | "I hope you go and give financial report scheduling a try when it releases in the near future." ([3:07](https://www.youtube.com/watch?v=9g1vwaXmy2s&t=187s)) | | Date Filter Formulas | [2:53](https://www.youtube.com/watch?v=9g1vwaXmy2s&t=173s) | "I hope you go and give financial report scheduling a try when it releases in the near future." ([3:07](https://www.youtube.com/watch?v=9g1vwaXmy2s&t=187s)) | ## AL objects mentioned As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named. - [page 108 "Financial Reports"](../objects/page/108.md) at [0:26](https://www.youtube.com/watch?v=9g1vwaXmy2s&t=26s) - other "cash flow report" at [0:26](https://www.youtube.com/watch?v=9g1vwaXmy2s&t=26s) - [page 8360 "Financial Report Schedules"](../objects/page/8360.md) at [0:39](https://www.youtube.com/watch?v=9g1vwaXmy2s&t=39s) - [page 680 "Report Inbox"](../objects/page/680.md) at [2:03](https://www.youtube.com/watch?v=9g1vwaXmy2s&t=123s) ## Quotes - [0:06](https://www.youtube.com/watch?v=9g1vwaXmy2s&t=6s) "This feature will let you send financial reports automatically on a recurring schedule." - [0:39](https://www.youtube.com/watch?v=9g1vwaXmy2s&t=39s) "Under definitions, you'll find a new schedules action. This will take us to the new financial report schedules page" - [0:54](https://www.youtube.com/watch?v=9g1vwaXmy2s&t=54s) "Here I have created a setup that will send out the cash flow report on a monthly basis." - [1:27](https://www.youtube.com/watch?v=9g1vwaXmy2s&t=87s) "The next run date time field lets me select when the report will be first sent and the recurrence run date formula will determine" - [2:24](https://www.youtube.com/watch?v=9g1vwaXmy2s&t=144s) "Additionally, you can set up reporting options and filters that are specific to each schedule using custom filters." - [2:35](https://www.youtube.com/watch?v=9g1vwaXmy2s&t=155s) "This will open the familiar report request page. Here I will select a different negative amount format for this financial report schedule." - [3:07](https://www.youtube.com/watch?v=9g1vwaXmy2s&t=187s) "I hope you go and give financial report scheduling a try when it releases in the near future." ## Disclaimers in the video - [3:07](https://www.youtube.com/watch?v=9g1vwaXmy2s&t=187s) coming-later: when it releases in the near future Presenters (as heard): Eusen.