Applies to Product - Dynamics 365 Lifecycle Services
What’s happening?
Customers are experiencing issues with the automatic restoration of Financial Reports (FR) default reports in the environment after performing a database refresh. The reports are restored automatically every day, causing unnecessary storage usage.
Reason:
The standard financial reports are designed to regenerate automatically after deletion due to scheduled tasks or batch jobs configured within the system.
Resolution:
- Check for any scheduled tasks that might be regenerating the reports:
- Navigate to General Ledger > Inquiries and Reports > Financial Reports.
- Select the specific Financial report and verify the report schedule. If any schedules are found, delete or modify them to prevent automatic regeneration.
- Review batch jobs related to report generation:
- Navigate to System Administration > Periodic Tasks > Batch Jobs.
- Look for any batch jobs that may be related to report generation and clear them.
- If the issue persists, consider reaching out to the Financial team for further assistance or to explore the possibility of using an API for daily deletion of the reports.
- If a business justification is required for further action, provide details on the impact of the reports on storage and costs to the support team for internal reporting.
- For any additional queries or if further assistance is needed, schedule a call with the support team to discuss the action plan in detail.