What's Cooking in Business Central: Financial Report Scheduling

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.

Features

Every feature below: announced, demoed.

Feature	At	Evidence
Financial Report Scheduling	0:06	“the developer behind the new financial report scheduling feature that’s coming to Business Central” (0:06)
Export to Excel and PDF	1:06	“I hope you go and give financial report scheduling a try when it releases in the near future.” (3:07)
Email Delivery to Recipients	1:17	“I hope you go and give financial report scheduling a try when it releases in the near future.” (3:07)
Report Scheduling Controls	1:27	“I hope you go and give financial report scheduling a try when it releases in the near future.” (3:07)
Report Inbox and Logs	2:03	“I hope you go and give financial report scheduling a try when it releases in the near future.” (3:07)
Custom Filters for Schedules	2:24	“I hope you go and give financial report scheduling a try when it releases in the near future.” (3:07)
Date Filter Formulas	2:53	“I hope you go and give financial report scheduling a try when it releases in the near future.” (3:07)

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” at 0:26
other “cash flow report” at 0:26
page 8360 “Financial Report Schedules” at 0:39
page 680 “Report Inbox” at 2:03

Quotes

0:06 “This feature will let you send financial reports automatically on a recurring schedule.”
0:39 “Under definitions, you’ll find a new schedules action. This will take us to the new financial report schedules page”
0:54 “Here I have created a setup that will send out the cash flow report on a monthly basis.”
1:27 “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 “Additionally, you can set up reporting options and filters that are specific to each schedule using custom filters.”
2:35 “This will open the familiar report request page. Here I will select a different negative amount format for this financial report schedule.”
3:07 “I hope you go and give financial report scheduling a try when it releases in the near future.”

Disclaimers in the video

3:07 coming-later: when it releases in the near future

Presenters (as heard): Eusen.