Scenario

For security reasons, as of February 2024 you can only select email addresses associated with your NetSuite contacts as recipients for a scheduled report. If you want to send the report to an email address that is currently not associated with a contact, you can create a new contact and include it in a contact group.

 

Solution

1. Create a Contact Record
2. Navigate to Lists > Relationships > Contacts > New
3. Name: Enter Name
4. Email Address: Enter Email Address
5. Click Save
6. Create a Contact Group
7. Note: You may select Dynamic if your recipients are changing. But for this example, we will use Static.
8. Navigate to Lists > Relationships > Groups > New
9. What kind of members would you like to include?: Select Contact
10. Click Continue
11. Name: Enter Name
12. Click Members
13. Group Members: 
14. Name: Select Name
15. Note: This is the Contact record created from Step1. 
16. Click Add
17. Click Save
18. Schedule the Report
19. Navigate to Report > Recent Reports
20. Click Report
21. Click Calendar icon
22. Note: Located in lower right corner.
23. Click Recipients
24. Copy Others: Select Group
25. Note: This is the Group created from Step2. 
26. Click Add
27. Click Save
28. Note: Once the group is added to the list, you will notice that the Email field is blank. This is expected.