Schedule a Report

If the report contains a large amount of data, then it is unable to see/load the data. So scheduling the report is a way to view the report. When viewing a report, you can click Schedule in the footer of the report to create a schedule to automatically email the report. There is a 25MB limitation on emails sent from NetSuite.

To schedule a report:

  • Go to Reports -> Saved Reports -> Select the Report in View mode
  • In the footer of the report, click the Schedule button
  • On the Schedule Report page, enter the required data.
  • On the Recipients subtab – filled with your preferred email id.
  • On the Message subtab – Enter the custom subject and body text for email messages and also select the Sending Format of the Report (e.g. Inline HTML, CSV, MS Excel, etc.).
  • On the Attachments subtab – If you have any attachments, select them from your computer.

Leave a comment

Your email address will not be published. Required fields are marked *