Waterfall Reports Batch Processing

Advanced Revenue & Expense Deferrals > Periodic tasks > Waterfall reports batch processing

Use this window to set up a batch processing job to generate a revenue waterfall report or a declining balance report.

Use the Waterfall to review a screen version of the report in Microsoft Dynamics 365 for Finance and Operations.

Set Up a Recurring Batch Job

To set up a recurring batch job, follow these steps: 

1. Select the Report type to generate and specify the start and end dates.
2. Select the Amounts to show.
   If Forecasted is selected, select the Forecast past amounts in current period as well.
3. In Records to include, select additional filters to determine the records to include in the batch job.
4. In Run in the background, do the following:
   1. Set any of the options to have the batch job run as a background process.
   2. Select Recurrence to have the batch job run as a recurring process. For more information, see Define Recurrence..
5. Select OK.

Notes: When setting up batch jobs, remember the following points: 

• Only the data from the latest successful run of the batch job is saved for each report. All data for previously run batch jobs is removed.
• Only one batch job for the same report can be run at a time. This point is important if you set up batch jobs for the same report to run at different times.
  When batch jobs for the same report are run at different times and a batch job run for a report takes longer than expected, the next run of a batch job for the same report will fail because the process for generating the report is still in use.

Fields

This page contains the following fields: 

Field	Description
Report type	Select the type of report you want to generate:  Revenue waterfall: Shows the revenue or expense amount for the period. Declining Balance: Shows the deferral balance at the end of the period.
Start date/End date	Specify the start and end date range for which to run the report.
Amounts to show	Select the amount you want to show:  Actual: Shows only the actual amount. Forecasted: Shows only the forecasted amount. Both: Shows a total of the amount in each period. The amount is composed of both the actual and forecasted amounts.
Forecast past amounts in current period	Select to consolidate the amounts in the periods before the current period into the current period. The current period is determined by the session date.

Batch Process Records Table

Records to include
Set values for the filters that are available. Some values cannot be changed since they are used when the batch is run.
Run in the background
Specify the parameters for when the report runs as a background process.
Batch processing	Select whether to run the report as part of a batch job: Yes: Runs the report in the background as part of a batch process. No: Runs the report in the background on its own.
Task description	Specify a description for the task.
Batch group	Select the batch in which the report is to run.
Private	Select whether the report is a private report: Yes: The report is a private report. No: The report is not private.
Critical job	Select whether the report run is critical:  Yes: The report run is critical. No: The report run is non-critical.
Monitoring category	Select the monitoring category for running the report.