Set up a Report Schedule (Option A & B):
To automate report generation on a monthly basis, navigate to General ledger > Inquiries and reports
> Financial reports.
Choose the report to schedule and select Report schedules. Here, you can define whether the
schedule applies to a reporting group or an individual report, depending on the organization's
requirements.
Reference: Dynamics 365 documentation on scheduling financial reports .
Set up a Reporting Tree Definition (Option C):
Reporting trees allow you to structure financial reports based on organizational hierarchies. Go to
General ledger > Inquiries and reports > Financial reports, then create or modify a reporting tree
definition as needed.
Reporting tree definitions are particularly useful for presenting consolidated reports or segmented
reports across different entities or departments.
Reference: Microsoft guidance on setting up reporting tree definitions for hierarchical reporting .
Create a Report Group (Option D):
To create a report group, go to General ledger > Inquiries and reports > Financial reports, then select
Report group and add the necessary financial reports.
This approach enables you to generate multiple reports simultaneously, which is useful for consistent
monthly reporting to management.
Reference: Creating report groups as part of the financial reporting setup in Dynamics 365 Finance .
