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Applies to Product - Dynamics 365 Business Central

What’s happening?
The Report Inbox in Business Central is not clearing out after downloading reports, leading to excessive space usage.


Reason:
This may be related to user permissions or the configuration of the Retention Policies for the Report Inbox.


Resolution:

  1. Create a Retention Policy:
  2. Navigate to the Retention Policies page in Business Central.
  3. Click on table ID ‘477’ for the Report Inbox.
  4. Ensure that you have the necessary permissions, such as the ‘SUPER’ user permission or ‘Retention Policy Setup’ permission set.
  5. If the options under the ‘Retention Policy’ area are disabled, verify your user permissions and licenses assigned to ensure they meet the requirements to perform this change.
  6. Set Retention Periods:
  7. Customize how long you wish to keep the data before it is deleted by configuring the Retention Policy.
  8. For example, if you set a retention period of ‘1 MONTH’, it will delete all records from the Report Inbox that were created on or before the expiration date.
  9. Enable Automatic Execution:
  10. Use the ‘Enabled’ option to have the retention policy run automatically.
  11. Alternatively, mark the ‘Manual’ option and use the ‘Apply Manually’ button to run the cleanup at your convenience.
  12. Consult Documentation:
  13. For further details, refer to the article on "Clean Up Data with Retention Policies - Business Central" for additional guidance on setting up and managing retention policies.
If you encounter any issues or if the problem persists after following these steps, please reach out for further assistance.