Financial report retention policies

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Enabled for	Public preview	General availability
Admins, makers, or analysts, automatically	-	Feb 3, 2020

Business value

This mandatory feature will reduce effort needed to maintain multiple financial reports by automatically deleting expired reports after 90 days.

Feature details

This feature helps you manage retention of generated financial reports. It applies a default expiration policy to all reports so that expired reports are automatically deleted after a period of time. Reports that need to be retained for regulatory purposes can still be marked for retention indefinitely. Refer to "Report deletions and expirations" in the Financial reporting overview topic.

See also

Financial reporting overview (docs)