How to Add Users to a Scheduled Report in NetSuite

Scheduling a report in NetSuite allows it to be automatically sent to specific recipients at defined intervals. If you’ve already created a scheduled report and want to add users to it (or while scheduling for the first time), follow the steps below.

Steps to Add Users to a Scheduled Report

Option 1: While Scheduling a Report

1. Open the report you want to schedule.
2. Navigate to:
3. Reports > Saved Reports or generate the report manually.
4. Click Customize or Edit, if needed.
5. Once the report is ready, click Schedule (located at the bottom of the report or under “More Options”).
6. In the Schedule Report page:

• Set the Frequency (e.g., Daily, Weekly, Monthly).
• Set the Start Date and Time.

1. Under Recipients:

• Click Add under the Recipients section.
• Use the popup list to choose from employees, roles, or email addresses.
• To add multiple users, select each user individually and click Add.

1. (Optional) Check the “Send as Excel”, PDF, or CSV option based on your needs.
2. Click Save to confirm scheduling.

Option 2: Update an Existing Scheduled Report

1. Navigate to:
2. Reports > Scheduled Reports
3. Find the report you want to modify and click Edit.
4. Scroll to the Recipients section.
5. Click Add to select additional users or remove any as needed.
6. Click Save to apply changes.

Notes

• Only users with access to the report will be able to view it properly.
• You can also add external email addresses if your NetSuite configuration allows it.
• If a recipient isn’t receiving reports, verify that their email address is correct and that they have sufficient permissions.