Financial report retention policies


Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

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

Business value

This mandatory feature will reduce the 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.

See also

Financial reporting overview (docs)