In this webcast I will show you different options how one can generate and distribute financial reports to managers. A special focus is made on security issues and things that you have to take into consideration when distributing financial reports in the way presented.
Financial Report Distributions
01 Friday Mar 2019
Posted Management Reporterin
Hello Ludwig, thank you very much for this walkthrough of distributing reports.
From your demo, it is a manual task to ‘print’ the documents, and place them in the correct folders on either sharepoint or onedrive.
Do you know if it is possible to fully automating the process, e.g. end of month, generete certain reports (with generic parameters), and pushing these through to OneDrive through a batchjob or similar, so flow can pick these up?
Ludwig Reinhard said:
You are right, moving the reports to the correct destination is currently a manual task.
In previous MR versions we had the option to specify an output location directly in the report design.
This option is currently not available and for that reason, we have to use this kind of manual ‘workaround’.
What you can do though is putting an idea on the dynamics ideas forum.
If you share the link, you will certainly get my vote for making this process a fully automated one.
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